Motion module and understanding policies
The fullcast.io Motion Module is a policy enforcement package that allows users to quickly "operationalize" their go-to-market design. Motion works in conjunction with the fullcast.io Design platform to quickly translate your go-to-market design to your CRM through rules and policies. This ensures alignment between plan and execution in a way that is responsive to changes.
Currently, the only supported CRM is Salesforce.com. Other platforms are coming soon.
A Policy-Driven Platform
Motion Module is a data-driven policy and rules engine that works on your CRM system and ensures a tight linkage between the planning done in the Design Module and the execution of day-to-day sales activities. This tight integration allows our users to continuously iterate on their plans and enable their CRM to follow suit instantaneously, without any interference from hired consultants. Currently, the only supported CRM is Salesforce.com.
What is a Policy?
A policy is a set of rules or principles that defines an established sales process. In the Motion Module, you can enable and run policies to translate plans made in the Design Module to your CRM, with a single click.
Types of Policies
Assignment Policies
Automatically route leads, opportunities, accounts, and cases to the correct teams and individuals defined in your segmentation and territory go-to-market plan.
Data Policies
Build account hierarchies automatically based on policies set in your go-to-market plan. Define de-duping rules and automated actions. Automate validation and sales compliance.
Compliance Policies
Ensure your sales teams are compliant with the latest laws such as GDPR, California, and US Embargoes List to track compliance and provide reporting.
Sales Process Policies
Using the Motion Module
The Motion Module is there to streamline your sales processes. Use it for:
Dynamic Sales Agility
Dynamic companies adjust to current market conditions. Motion provides true agility by linking your go-to-market plan to your sales operations’ execution. Adjust your plan, and instantly update your CRM. No need to wait for manual configuration.
Instant Sales Policy Execution
Does your CRM reflect your current sales policies, or are you reps selling to yesterday's plan? With the click of a button, Motion module automatically updates your go-to-market policy changes directly in your CRM without manual configuration.
Elimination of Bad Data
The cost of bad data is too high and it often results in wasting 30% of sales resources. From planning to execution, Motion fixes data problems at the source before it enters your system and erodes your effectiveness.
Scaling Without Consultants
When you're running a high-growth business and expecting to scale your sales team, it becomes expensive to use consultants. Our software can do the job quicker and more effectively - Motion updates your CRM to accurately reflect any update to plan without any support from IT or CRM consultants.
