Territory and Quota Management

To effectively "divide and conquer," you have to make sure every sales rep is fully focused on his or her specific area of responsibility—whether that area is defined by geography, vertical, customer name, product line, or any combination thereof. You also set appropriate goals for every rep and make sure they stay on track to meet those goals.

RightNow simplifies and automates territory and quota management by providing:

Flexible rules-based lead routing

Automatically assign leads and manage lead queues based on whatever rules make sense for your organization in order to make the very best use of your staff resources. Redefine territories on-the-fly to respond to changing workloads and business priorities.

Individualized goal-setting and tracking

RightNow lets you set individual sales performance goals based on multiple parameters—and lets both you and your salespeople see whether they're on track to meet those goals. This real-time performance visibility keeps salespeople motivated and helps to avoid unpleasant end-of -period surprises.

Multi-level group roll-ups

Real-time performance metrics and end-of-period projections can be flexibly rolled up to assess performance by territory, product, market segment, or other relevant criteria.