Gentlemen,
We are moving ahead with ETM enablement with great momentum (3 weeks left!). Our IT is onboard so I'm preparing with appropriate haste. I have a question from a Territory Modeling perspective. I'm being asked what the tool's role will be in the process. From what I have seen, we can use ETM to create our planning model(s) even in production (planning state), but in terms of the actual process of account/territory evaluation, any proposed model will require a data pull in order to produce a performance projection prior to activating the model.
Q: Does that data have to be pulled separately either through SalesCloud reporting or our company BI? I don't see anything in our sandbox showing any reporting or analytics capability from within the model(ing) screens. Doesn't make ETM a bad thing but that makes the models themselves "not" a one-stop shop in terms of the planning process.
Can you please clarify?
Thanks,
Raul
@Dan Glaser This is brilliant, thank you! I'm starting to watch the demos on SF Maps. I've requested a demo too. We're a Premier customer. How do we go about adding SF Maps? I'm sure it won't happen in time for this coming month's planning, so I'll work on the reports leveraging onboard reporting in the meantime. However, I would like to incorporate Maps as soon as possible in order to provide this flexibility to our VP of Sales Ops.
