fullcast.io

Territory Management: Fullcast.io simplified territory management by allowing users to build territories from various levels and move named accounts between territories while modeling the impact of such changes. Many reviewers appreciated the ability to manage territories proactively by setting future date changes.

Lead Routing: Fullcast.io proved most helpful for lead routing between different business segments, as it allowed assigning leads post-marketing qualification, target account match, lead to account match, and prioritizing leads with ease. This process was done without any hassle or technical glitches, according to some users.

Integration with Salesforce: Reviewers praised Fullcast.io's integration with Salesforce for making territory planning very easily visualized and metrics-based. Additionally, it helped in creating target account lists and rolling up revenue into annual sales plans faster than before. Customers also found Fullcast.io relatively simple to use compared to spreadsheets.

Clunky Dashboard: Some users have reported that the Fullcast dashboard becomes clunky when multiple dimensions are layered onto one report. This makes it more difficult to use for high-level analysis of territory coverage and metrics.

Complex Backend: Several reviewers have mentioned that Fullcast's backend is overly complex compared to its competitors. This requires a Salesforce admin, whereas anyone with basic training can update Leandata.

Not Intuitive: Many users find Fullcast's tool not intuitive and it is difficult to navigate, especially for new users. They often require help from the Customer Service Management team to gain proficiency in basic functions.