Develop Account Territory Growth Plan

Fusion Claw

Sales managers and sales VPs can use Sales Command Center to review territory information, including territory summaries, opportunities that require action, pre-meeting briefs and follow-up activities, priority accounts, and account news. When marketing integration is available, they can also review marketing programs for their territories. 

Sales managers and sales VPs can also develop account growth plans by reviewing territory coverage, active sales plays, opportunities and pipeline, customer and seller engagement, whitespace opportunities, market context, marketing program fit, and customer risk. 

The Account Territory Growth Plan analyzes the territory to help sales teams achieve four outcomes: 
- Identify existing pipeline opportunities that align with relevant sales plays. 
- Build pipeline by identifying accounts and products with positive signals for qualified opportunities. - Recommend eligible accounts for engineered sales campaign programs. 
- Identify accounts at risk and recommend appropriate follow-up actions. 

Each outcome provides relevant recommendation details, such as the opportunity, account, product, owner, amount, close date, forecast category, sales motion, sentiment, and risk rationale. 

Users can initiate supported actions to create opportunities, add accounts to engineered sales campaign programs, and create follow-up tasks for at-risk accounts.

Sales Command Center with Account Territory Growth Plan Priority Action

Sales Command Center with Account Territory Growth Plan Priority Action

Account Territory Growth Plan Research Summary

Account Territory Growth Plan Research Summary

Account Territory Growth Plan Research Recommendations

Account Territory Growth Plan Research Recommendations

The Account Territory Growth Plan helps sales leaders prioritize territory actions by using Fusion Claw capabilities to analyze account, opportunity, engagement, campaign, and risk signals. This helps develop the sales pipeline more consistently, target accounts for campaign participation, and take earlier action on accounts with churn or revenue exposure risk.

Fusion Claw is designed to let AI take on more of the work itself. Fusion Claw is a governed agentic execution runtime built directly into Oracle Fusion Agentic Applications. It gives our Agentic Applications the ability to reason, compute, adapt, continuously re-plan, and execute complex, long-running work at enterprise scale.

Steps to enable and configure

Here are the high-level steps to enable the Account Territory Growth Plan.: \

  1. Configure the resource or territory hierarchy, and ensure the territory has access to the required account and opportunity data.
  2. Configure Fusion Claw outcomes to support the Account Territory Growth Plan.
  3. If applicable, configure the marketing integration to display relevant programs within the territory and enable engineered sales campaign recommendations.

Key resources

Access requirements

This feature is available to sales managers and sales VPs who have roles based on the Sales Manager (ORA_ZBS_SALES_MANAGER_JOB) or Sales VP (ORA_ZBS_SALES_VP_JOB) roles.