Fullcast 101 - Introduction to the Fullcast Platform
IN THIS ARTICLE
Why Fullcast?
Does the following sound familiar? You're using spreadsheets for your go-to-market planning. There's data all over the place. This ends up creating a gap between your strategy and execution. You spend four months a year planning and putting that planning into the CRM, then the CRM takes it from there. You get plan drift. This is neither efficient nor scalable. Fullcast is here to solve this problem.
What is Fullcast?
Fullcast.io is an end-to-end revenue operations (RevOps) platform that aligns your sales plan to your sales execution using a policy-driven approach - powered by our Software Defined Operations architecture. Fullcast is the only platform that seamlessly connects your go-to-market (GTM) planning activities with tactical revenue operations by allowing you to continuously plan your strategy and deploy changes at any time.
Note: The user interface in this video is outdated. We will refresh the video soon! In the meantime, if there is any confusion, refer to this guide for a rundown of the primary differences in current and previous UI.
Use Cases and Modules
| Territory Management | Data Hygiene | Routing |
| Build and scale territories that maximize RevOps efficiency and Sales productivity. | The only RevOps management solution that cleans your data as it’s collected. | Automatically route leads, accounts, and opportunities in alignment with your GTM plan |
| Quotas and Target Setting | Coverage, Capacity & Roles | Performance to Plan |
| Targets and quotas based on AI-driven scenario modeling | Plan and execute coverage and sales capacity planning. | Track performance, act on insights, and automatically push changes. |
| Module | Description |
|---|---|
| Design | Collaborative revenue planning module that seamlessly integrates with your CRM. |
| Rhythm | Real-time plan to performance monitoring and KPI tracking. |
| Motion | Enabling your plan to execute flawlessly in your CRM. |
Getting to Know the Fullcast Platform
The video below will familiarize you with the Fullcast platform and its basic navigation and tools. New Fullcast users should begin by completing this 30-minute training.
CONTENTS
00:00 - Getting Started in Fullcast
00:55 - Design, Rhythm, & Motion Menus
02:25 - Plans
03:48 - Settings & Help
05:41 - Segmentation Panel
12:29 - Tools in the Grid
17:05 - Adding Metrics
17:53 - Using the Targets, Assignments, Balancer, Map, & Capacity Sub-Tabs
19:30 - Charts, Audit Logs, & Views Buttons
20:34 - Current, Proposed, & Difference Views
21:27 - Rerunning Rules
23:45 - Committing Changes
25:44 - Moving Accounts Manually
27:24 - Setting Named Accounts