Overview

Territory is a geographic area or customer group that is managed by an individual sales person or sales team. These territories are usually defined based on geography (city, zip codes, area codes, etc.), sales potential, products groups, historical data, or a combination of these factors. The ultimate aim of territory management is to maximize the market coverage by optimally utilizing the sales resources. Territory management can help spread out the workload for your sales team, allowing them to plan and complete tasks more efficiently and effectively, build better customer relationships and follow through each and every sales lead brought to their attention. Improve your sales efficiency and yield strategic results, maximizing benefit. Make your sales reps work more comfortable while accomplishing their targets. Control, optimize and improve territory alignment effectively with EFFORTx platform. In this module, you can:
  • Create territories
  • Map employees to territories
  • Create picode based area groups