How Snap Finance Elevates Sales Performance with the Full Ascent Cloud Suite
We could not go back to where we were based upon the partnership we have and the ability to solve problems together.
Snap Finance is a digital finance company specializing in consumer financing, including lease-to-own financing and loan options. After a period of rapid growth, their sales organization identified a need for more structure, better visibility, and tighter execution across teams.
In 2020, Snap Finance adopted Geopointe to support its growing field sales team. That investment was followed by LevelEleven and Territory Planner. Today, Snap Finance uses Ascent Cloud’s unified Sales Performance Management (SPM) suite to plan territories, execute in the field, and continuously improve performance.
Here’s how they brought it all together.
Territory Planner: From Spreadsheet Chaos to Confident Coverage
Before partnering with Ascent Cloud, Snap Finance relied on spreadsheets and a third-party tool to plan sales territories. The process was manual, disconnected from Salesforce, and lacked a true map-based view.
Territory planning lived in silos, creating frustration for both Sales and RevOps and undermining confidence in territory assignments.
In 2024, Snap Finance adopted Territory Planner, drawn to its ease of use and seamless integration with Geopointe. The RevOps team can now move shape data bi-directionally between Geopointe and Territory Planner, eliminating manual rework and improving data integrity.
Logic-based Assignment Areas were a major differentiator. These rules automatically assign accounts based on defined criteria, removing hours of manual administration and reducing errors.
Today, the RevOps team uses Territory Planner to create, optimize, and share territories with confidence. This saves time, improves accuracy, and gives reps clarity around ownership and expectations.
Hear Snap Finance's Conner Fallott talk more about how Territory Planner's impact is being felt across the company:
Geopointe: Turning Field Activity into Focused Execution
With territories optimized, Snap Finance turned its attention to field execution. Previously, reps were given lists of accounts with little guidance on where to go, in what order, or how to prioritize their time.
For the most part, our sales reps were just blind. They had their list of accounts and we just said, ‘go visit them'.
- Dan Pelfrey, Senior Manager of Sales Enablement
Today, the field sales team uses Geopointe daily to:
- Plan and optimize routes
- Access routes on mobile devices while in the field
- Check in and check out when visiting merchants
- Visualize and manage territories
- Generate accurate mileage reports for reimbursement
The check-in / check-out functionality gives Snap Finance more than just confirmation of visits. It creates a reliable activity record that improves rep accountability, enables more accurate coaching conversations, and helps leadership understand real coverage patterns — without relying on self-reported updates.
Unfortunately, you’ll have people in field-based, remote jobs that will occasionally take advantage of the opportunity and not go where they say they’re going.
— Steve Stewart, Chief Sales Officer
By logging visits and mileage directly within Salesforce, Snap Finance gained visibility into field activity while reinforcing trust, fairness, and consistency across the team.
The impact has been so significant that when asked to imagine a life without Geopointe, Dan Pelfrey had this reaction:
LevelEleven: Making Coaching and Performance Visible
As Snap Finance continued to scale, coaching and performance management became increasingly critical, especially in a hybrid sales environment.
Running a remote sales team is challenging. Keeping people engaged is a little bit trickier than just sending out an email.
— Gavin Frank, Senior Director of Sales Operations
Before LevelEleven, Snap Finance had a coaching program, but limited visibility into coaching sessions, notes, or follow-through. Performance insights were scattered across Salesforce dashboards and difficult to interpret.
Already familiar with Ascent Cloud through Geopointe, Snap Finance selected LevelEleven because it offered:
- A Salesforce-native experience
- A centralized view of performance metrics
- Built-in gamification to drive engagement
- A natural extension of their existing Ascent Cloud stack
Today, LevelEleven enables leadership to monitor KPIs in real time, identify trends, and understand exactly where reps are excelling, or where additional coaching is needed.
It’s kind of a big deal as to how we operate.
— Conner Follett
Dan Pelfrey agrees on the importance of measuring the KPIs of a hybrid sales team:
One Connected System
By unifying territory planning, field execution, and performance management, Snap Finance transformed how its sales organization operates.
Ascent Cloud helps Snap Finance plan effectively, execute efficiently, and grow predictably — all within Salesforce.
We could not go back to where we were based upon the partnership we have and the ability to solve problems together.
— Steve Stewart
Ready to achieve similar results?
Request a demo to see how Ascent Cloud helps modern sales teams operate as one. Or, read more about the unique features of each Ascent Cloud offering:
Territory Planner features
Geopointe features
LevelEleven features
