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TerrAlign for Salesforce and Veeva

Easily manage sales territories within your CRM system. TerrAlign’s comprehensive suite of Sales Territory Management solutions seamlessly integrate with the Salesforce and Veeva systems, enabling you to quickly optimize territories and auto-assign new leads and accounts.

TerrAlign for Salesforce and TerrAlign for Veeva both include the integration tool ClientLink which allows data to be extracted and uploaded between the TerrAlign and CRM systems. From within the CRM system, you can schedule reassignments and submit alignments for approval, taking advantage of the system’s process automation features. As new leads and accounts come in, they are automatically assigned to the appropriate territory, eliminating complex rules and ensuring a smooth and efficient workflow.

TerrAlign is a leader in Sales Territory Management and has been certified by Salesforce since 2007 and Veeva since 2010.

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