Fullcast is a revenue planning platform that connects strategic go-to-market planning — territory design, quota allocation, headcount planning, and capacity modelling — directly to Salesforce CRM execution, eliminating the disconnect between annual planning spreadsheets and the CRM data that drives day-to-day sales activity. It is designed for revenue operations and sales strategy teams that manage complex, multi-segment territory and quota processes.
Product Overview
The fundamental problem Fullcast solves is that GTM planning and CRM execution have traditionally lived in separate worlds: finance and revenue operations build territory maps and quota models in Excel, then manually translate those decisions into Salesforce territory hierarchies, user assignments, and account routing rules — a process that is slow, error-prone, and impossible to keep current as reps join, leave, or change territories mid-year. Fullcast makes Salesforce the living execution layer of the plan by connecting the territory and quota model directly to CRM structure — when a rep is assigned to a new territory in Fullcast, their Salesforce account assignments, opportunity visibility, and quota targets update automatically. Its capacity planning module models revenue projections against rep headcount, ramp times, and attainment history — giving revenue leaders the data to determine how many reps to hire in each region and when to hit annual targets.
Key Features
- Territory Design: Build, visualise, and model territory assignments on a map or hierarchy view — design balanced territories based on account potential and rep capacity.
- Quota Management: Allocate and model quotas top-down from company targets through to individual rep level — with scenario modelling for different attainment assumptions.
- Capacity Planning: Model headcount requirements against revenue targets — calculate how many reps to hire, when to hire them, and which segments to prioritise.
- Salesforce Sync: Push territory assignments and quota targets directly to Salesforce — keep CRM structure in sync with planning changes without manual updates.
- Scenario Modelling: Model multiple GTM scenarios before committing — compare territory designs, quota levels, and hiring plans against projected outcomes.
Best For
Revenue operations and sales strategy teams at mid-market and enterprise B2B companies that manage complex multi-segment territory and quota processes — particularly those using Salesforce where manual plan-to-CRM translation is a recurring bottleneck.
Pricing
Custom pricing based on CRM user count and modules. Mid-market to enterprise. Free demo available.
Key Integrations
Salesforce, HubSpot, Snowflake, Tableau, Google Sheets, Microsoft Excel, Workday, BambooHR, Slack, Anaplan
Pros
- Direct Salesforce sync eliminates the manual translation from planning spreadsheets to CRM structure
- Capacity planning model connects hiring decisions to revenue projections with real data
- Scenario modelling allows confident GTM decisions before committing to annual plan structure
- Founded by former Salesforce employees — deep understanding of enterprise CRM planning workflows
Cons
- Primarily Salesforce-centric — less feature-rich integration with HubSpot or other CRM platforms
- Enterprise complexity — requires significant implementation investment for large, multi-segment GTM structures
- Less suitable for small sales teams with simple single-territory structures
