Understanding the Design Module

The Design Module is a Sales Organization tool that allows you to intelligently and collaboratively align your go-to-market resources. Design your go-to-market strategy with our customizable tool, and execute with confidence through our key features:

Holistic Planning

A complete go-to-market plan for your company with the territory, team, roles, product and industry taxonomy designers allowing complete visibility. Each designer gives a different perspective to your business's sales strategy, allowing you to effectively create and maintain your entire go-to-market model in one place. Learn about each of them here:

Territory Designer - A place for users to organize accounts into segments and territories, assign targets, define resource coverage, and track segment-focused company performance.
Team Designer - A place for you to organize people into teams based on their company's unique go-to-market strategy, where they can also set and review targets and assign quota.
Designing Roles - A place for you to define the various selling and support roles that make up your go-to-market strategy, and manage the capacity and productivity profiles associated with the various roles.
Industry Taxonomy - A place for you to define a consistent Industry Taxonomy that is used across the Go To Market design.
Product Designer - A place for you to organize products into different groups and set targets on those groups.

Key Planning Tasks

Each designer functions similarly and allows you to complete tasks such as:

Assess your current capacity model and expected capacity needs using the Roles Designer.
Create your Go-to-Market Design and define your Ideal Customer Profile.
Assign Coverage by placing resources and people into roles.
Set Targets using a collaborative top-down and/or bottom-up process.
Visualize and Report using charts to communicate your go-to-market design with key stakeholders.
Define your product categories and product strategy in the Product Designer.
Organize your workforce using the Teams Designer according to how you divide up your people.
Deploy your go-to-market by committing your plan and exporting it to your CRM.

Scenario Planning

The ability to evaluate different what-if situations, to make more informed decisions before making a commitment. Learn more about these views here:

Ongoing Plan Maintenance

Maintaining your sales plan consistently throughout the year is needed, and fullcast.io Modules allow you to do so with the following features:

Maintain Data Hygiene with Data Policies in the Motion Module
Capacity Review in the Roles Designer
Assess and Act on Plan Drift using Dashboards in the Rhythm Module
Reassigning Targets and Assignments while Changing Roles
Adjust Quotas in the Targets Tab
Adjust Policies in the Motion Module to reflect changes to execution policy based on the updated go-to-market plan in the Design Module.

Collaboration

Conduct comprehensive sales planning that involves all stakeholders into a common experience. Learn more about this here:

Using Chat and Collaboration
Give members access to the plan
Taking Notes
Collaborative Target Planning