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Sales Territories (Enterprise Territory Management)
Introduction
Welcome to the Course: Learn Today. Earn Tomorrow. (1:28)
What Is Sales Territories (ETM) and Why It Matters (2:36)
Course Guide and How to Navigate This Course
Administrator Track
Enable Sales Territories
Create and Manage Territory Models
Territory Types and Territory Type Priorities
Territory Hierarchy and Rules
Territory Assignment Rules
Territory User Assignment
Forecasting with Territories
Reports & Dashboards for Admins
Business Analyst Track
Sales Territories Discovery Questions
Mapping Sales Strategy to Territory Model
Collaborate on Territory Types & Prioritization
Territory Rules and Assignment Logic
Review and Acceptance Criteria
Reporting Requirements
Forecasting Considerations
Discovery Workbook for Sales Territories
Consultant Track
Territory Strategy Design Patterns
Territory Transition Planning
Automating Assignments
Managing Exceptions
Integration with Other Features
Security & Sharing Impacts
Performance Optimization
Presenting Sales Territories to Stakeholders
Architect Track
Architectural Decision Points
Data Architecture and Modeling
Forecast Architecture Alignment
Governance and Change Management
Enterprise Scalability Considerations
Cross-Feature Architecture
Compliance & Visibility Controls
Territory Model Lifecycle
Architect a Model for a Global B2B SaaS Org
Discovery Workbook for Sales Territories
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