Territory Management Framework

Apex
Custom Development
LWC
Sales Cloud
Industry

Healthcare & Life Sciences

Size

3,000+ employees

Impact Statement

BigSolve unified territory routing for a global organization, eliminating manual reassignment and accelerating ownership consistency across the entire sales lifecycle.

Black background with a faint white grid pattern, forming a subtle textured design.
90%
Fewer Routing Corrections
65%
Faster Lead Routing
150k+
Records Routed Annually
2×
Faster Sales Engagement

The Challenge

‍

A global healthcare organization lacked consistent territory assignment across Leads, Accounts, and Opportunities, resulting in ownership disputes, delayed follow-up, and manual reassignment. Spreadsheet-driven updates slowed routing and created reporting drift across regions and specialties.

‍

Salesforce Enterprise Territory Management was evaluated but did not support lifecycle-wide automation or specialty-based routing. The organization required a scalable routing framework embedded directly into Salesforce workflows.

BigSolve’s Approach

The Solution

We build Salesforce experiences that are fast, intuitive, and designed to eliminate the operational clutter slowing teams down.

Summary

BigSolve designed a metadata-driven territory framework that automates assignment across Leads, Accounts, and Opportunities using native Salesforce architecture.

Differentiator

Built to automate operational routing behavior across the sales lifecycle without relying on static territory hierarchies or activation cycles.

Process Overview

Discover

Uncovered routing bottlenecks and ownership gaps across object types.

Design

Built a scalable Territory and Territory Mapping data model.

Build

Automated cross-object routing with record-triggered Flows and custom LWCs.

Deploy

Standardized ownership logic across regions with validated rule accuracy.

Results

These numbers reflect the real-world value of optimized Salesforce workflows built to remove bottlenecks and enhance operational performance.

90%

Fewer Routing Corrections

Automated routing eliminated spreadsheet-driven ownership updates.

150k+

Records Routed Annually

High-volume automated routing across Leads, Accounts, and Opportunities.

2×

Faster Sales Engagement

Instant routing ensured the right rep engages at the right time.

We specifically had a custom TCPA integration built into our system, which has helped give our company a strong proactive angle to ensuring legal compliance.

Financial Services

His expertise, creativity, and tenacity on this important project has now allowed us to gather and report on business-critical volunteer activities.

Nonprofit

BigSolve was instrumental in Salesforce implementation. Extremely responsive and high quality of work. Highly Recommended!

Financial Services

George has the ability to challenge our needs against our now and future process. This has allowed us to take great strides within our organization and reimagine more simpler ways to manage our operations and train those coming onboard.

Financial Services

BigSolve performed great and met all expectations for our project. We highly recommend their services, and will be using them again in the future.

Healthcare & Life Sciences

BigSolve was instrumental with optimizing our Salesforce org structure. They were able to help with everything from territory management to email deliverability, and we are already seeing improvements in sales.

Healthcare & Life Sciences

Yes absolutely.

Financial Services

Not only did he build a highly functional API, but he also ensured that the data flows smoothly and efficiently, improving accessibility and usability for our sales team. His work has streamlined our processes, eliminating manual inefficiencies and enabling real-time data access within Salesforce.

Financial Services

The process was flawless with no issues, resulting in a seamless merger that ensured business continuity for our collective team. A+++ all around.

Financial Services

BigSolve maintains every quality you could hope for in a contracted team and their completed work has been consistently excellent and on-time.

Automotive

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