Keep your salesforce roster always current.
A configurable platform to manage sales-personnel history, geographical hierarchies, and territory assignments. Manage flexible work arrangements, temporary assignments, terminations, and lite leave tracking — with built-in assignment validations and the ability to activate or deactivate geographies.
Everything you need to manage your roster.
Manage geographical hierarchies at the team level
Built-in capability to manage territories and define geographical hierarchies for each of your salesforces.
Assign employees to geographies
A flexible model to assign employees to individual geographies and apply any additional exception scenarios.
Control assignment exceptions
Integrated errors and warnings for exception management, keeping assignments within defined constraints.
Effective time-dated hierarchy management
Maintain multiple hierarchies for the same salesforce, with effective-dated data exports for downstream systems.
Manage leaves in the absence of an HRMS
Embedded lite leave tracking to manage short-term or long-term leave requests.
See Roster Manager on your data.
Bring your territories and hierarchies — we'll show you cleaner, validated, effective-dated assignments in weeks.