Territory & Quota Management
Territory changes shouldn’t take a month
Territory & Quota Management in Aurasell sets rule-based territories, previews every owner change before it applies, routes new accounts automatically, and rolls per-rep quotas into the forecast.
.png)
A territory plan kept in a spreadsheet drifts from the record.
Planning tools model coverage beside the CRM. Aurasell routes new accounts automatically, and rolls per-rep quotas into the forecast.
Territory plans often sit in spreadsheets or a planning platform such as Anaplan or Xactly Plan, and assignments then have to be pushed into the CRM. In Aurasell, territory rules assign owners directly on each account.
Between planning cycles, new accounts and inbound contacts sit unassigned until someone notices. Aurasell gives every new record an owner on creation and round-robins anything the rules don't cover.
When a rep leaves, someone exports their book and splits it in a spreadsheet. Ask Aurasell compares reassignment options across every account and honors protected-account rules before you apply one.
Write the rules, check the preview, then let routing run.
Territory & Quota Management runs on the same accounts, owners, and pipeline your reps work, so a coverage change shows up in account mapping and the forecast at once.
Territory rules and the resulting assignments in one view.
Preview which accounts each rule assigns and to whom, compare the result against current owners, and apply the plan only when the split looks right.
Six coverage changes that no longer need a spreadsheet.
- Rep Departure
Ask Aurasell compares ways to redistribute a departing rep's accounts and flags protected accounts before anything moves. - Segment Split
Split coverage by employee count or segment so enterprise and mid-market books stay with the right teams. - Regional Territories
Assign accounts by region or country, with a preview of every owner change before it takes effect. - Inbound Round-Robin
New inbound leads and identified website visitors round-robin to the SDRs covering that territory. - Quota by Period
Set each rep's quota per forecast period and track attainment against the pipeline that rep owns. - Territory-Based Access
Limit what each rep sees to the accounts in their territory, using role-based access tied to territory rules.
Frequently Asked Questions.
- How is an AI CRM different from a traditional CRM?
A traditional CRM stores what reps type in. An AI CRM fills in the record from real activity. Aurasell captures emails, calls, and meetings, populates deal fields and sales frameworks from what buyers said, and lets agents update the record directly. - How do I keep CRM data clean without reps entering it manually?
Capture activity automatically and let the record update from it. Aurasell logs every email, call, and meeting to the right account and deal, fills framework fields from conversations, and enforces validation gates on stage changes. - Can I use Aurasell's AI CRM alongside Salesforce or HubSpot?
Yes. Aurasell runs on top of Salesforce or HubSpot with bi-directional sync, or replaces them as your system of record. Mid-market and enterprise teams usually start alongside their CRM. MobiClocks replaced Salesforce, Apollo, and MailChimp and was operational within a day. - Is consolidating on one vendor a lock-in risk?
You choose how far to go. Aurasell can run alongside your existing CRM with bi-directional sync, so you can consolidate at your own pace. Governance is built in: SOC 2 Type II, role-based access, row-level security, and tenant isolation. - What does the AI do with our customer conversations?
Agents operate inside your tenant, and users only see data their role allows. Conversations are protected by SOC 2 Type II controls, encryption, and tenant isolation, with flexible recording options for restricted environments.
Preview your next territory change on your own accounts.
