Territory Feedback Overview
Align enables end-users to provide feedback regarding targeting assignments and changes to their territory. This streamlines the planning process by allowing end-users to view changes to their territory directly on their devices as well as enabling administrators to configure rules to automatically accept or reject certain challenges to that territory.
For example, the administrator at Verteo Biopharma makes several changes to territories for the upcoming cycle, including dropping and adding certain accounts and geographies, a list of target accounts, and interaction goals. When the changes are final, Sarah Jones is able to enter the Territory Feedback screen from Veeva CRM. She is able to view future changes to her territory, log challenges against her account assignments and interaction goals, and submit those challenges to her manager for approval. Once the challenges are finalized by the manager and applied by the Align administrator, the future territory changes are pushed to CRM.
Do not run an Assignment Preview during an MC Cycle's feedback period.
Territory Feedback is a feature in both Align and in Veeva CRM. It consists of the following components:
- Align Configuration
- Basic Territory Feedback Configuration
- Configuring the Approval Process
- Caching in Territory Feedback
- Context-Sensitive Challenge Reasons
- Requiring Challenge Reasons
- Searching Outside of a Territory in Territory Feedback
- Child Account Support for Feedback
- Two modes of Territory Feedback are available for use within CRM:
- Classic Territory Feedback Using Align
- Enhanced Territory Feedback Using Align – The following additional functionality is available when using Enhanced Territory Feedback:
- Territory Feedback Metrics
- Using Account Profiles to View and Challenge Changes
- Bulk Challenges in Territory Feedback
- Team Selling in Territory Feedback
- Displaying Territory Feedback Metrics via MyInsights
- Manager Territory Feedback
- Creating Challenges in Manager Feedback
- Searching Outside of Territories as a Manager