Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected m Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?
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A. B. C. D.D
To show sales operations what the data will look like after the changes to the sales territories, the consultant should choose option A: Use Tableau to geocode account addresses and display on a territory map.
Here's a detailed explanation:
Option A suggests using Tableau, a powerful data visualization tool, to geocode account addresses and display them on a territory map. This approach allows sales operations to visually see the impact of the territory changes and verify the accuracy of the new assignments.
Geocoding refers to the process of converting addresses into geographical coordinates (latitude and longitude) that can be plotted on a map. By geocoding the account addresses, you can create a visual representation of the sales territories and the corresponding accounts.
Here's how the process might work:
Data Preparation: Export the existing account data from Sales Cloud, ensuring that it includes the relevant fields such as account names, addresses, and current territory assignments.
Geocoding: Take the exported data and import it into Tableau. Utilize Tableau's geocoding capabilities to convert the account addresses into latitude and longitude coordinates. This step helps associate each account with its precise location on the map.
Territory Mapping: Create a map visualization in Tableau that displays the sales territories as defined by the modified territory structure. This can include boundaries, labels, and any other relevant information to differentiate the territories. You can overlay the geocoded account data on the map, associating each account with its new territory.
Visual Validation: Share the Tableau visualization with sales operations. They can interact with the map, zoom in and out, and explore the account assignments in the new territories. This visual representation helps them understand the impact of the changes and validate the accuracy of the new assignments.
By using Tableau for geocoding and territory mapping, sales operations can gain a comprehensive understanding of the revised sales territories and account assignments. They can provide feedback and ensure that the changes align with their requirements before the data is reflected in Sales Cloud.
Options B, C, and D are not suitable for this scenario:
Option B suggests using Data Loader to export the accounts and make updates in Google Sheets. While this approach can be useful for data manipulation and updates, it doesn't provide the visual representation needed to review the territory changes effectively.
Option C suggests installing the Territory Management Reporting Pack from the AppExchange. While this pack may offer reporting capabilities related to territory management, it doesn't specifically address the requirement of visualizing the account assignments on a map.
Option D suggests running the updated assignment rules in the Planning State and viewing the accounts on the territory detail page. Although this approach may show the account assignments, it lacks the visual context and interactivity that Tableau provides, making it less effective for reviewing and validating the changes.