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公式動画&関連する動画 [Smarter Field Coverage: Al-Driven Territory Planning with Domo]
What if every account executive walked into the field already knowing which customers to see, why it matters, and how to justify the trip? Welcome to the age of the Intelligent Territory Engine.
At Domo, we're building agentic solutions that do more than map accounts. They read account health, rank the right customers to visit, build the itinerary, and route every plan through human approval. The Territory Strategist reads where your customer reality lives—cloud data warehouse datasets spanning health grades, product adoption, open pipeline, and renewal risk—and turns that data into a defensible field plan.
Every account is scored for risk, adoption, and revenue opportunity. Every visit recommendation is grounded in the data with rationale attached, every itinerary optimized for the AE's days on the ground, every plan teed up for one-click manager justification. With this engine, every AE can plan territory like your best strategist, and your team spends their travel budget on the accounts that move the business.
Featured Session:
Join Domo CMO Mark Boothe and James Miller, Sales Engineer at Domo, as they pull back the curtain on a pro-code application built on Domo. James will walk through how the agent plots every customer on a live map colored by credit pacing and health, segments accounts into at-risk, declining, and growth opportunities, generates next-best accounts to visit grounded in real consumption and engagement data, drafts the itinerary, talking points, and manager justification AEs would otherwise build by hand, and writes the plan back to a governed data source the moment a manager signs off. You can get it live in just hours without moving for your data, because it’s built end-to-end as a Domo app with data at rest in Snowflake and Domo.
What You Will See:
• It's Agentic: The agent scores account health and credit pacing, ranks who to visit, generates the day-by-day itinerary, drafts the business justification with reasoning attached, and routes the whole plan through a workflow to a manager in the loop.
• It's Connected: One application, every layer: A React front end, Domo AI calling foundation models to interpret goals and write trip rationale, Code Engine functions guarding external data and budget, AppDB for persistence, Google Maps and live events data enriching every stop, and governed datasets as the source of truth.
• It's Governed: There’s a human-in-the-loop on every plan. The AE confirms accounts, the manager approves the trip, and cost guardrails cap every external API call. No autonomous spend, no new vendor, no surprises.
Join us and see what happens when every account, every itinerary, and every approval runs on agentic AI.
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