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Territory Planning

Advanced Territory Visualization and Optimization for Field Teams with Large, Multi-zonal Territories

Extend Rep

Capacity

Create Equitable

Territories

Design Future
Growth

Features

Advanced Territory Management & Optimization

Build and realign optimized territories which maximize geographic potential and reach, without affecting current plans. Drive morale with equitable, efficient territory boundaries that enable reps to more service more accounts in less time with the information they need at their fingertips.

Leverage Optimized Territories to Create Optimal Routes & Schedules

Create the foundation for the most comprehensive territory plans for your field reps, complete with daily and weekly routes that yield more visits in less time. Maximize capacity of your field resources by leveraging drive-time and road networks to put routes in the right place. 

Manage Territories Inside of Salesforce

Maximize investments by leveraging a complete territory design and maintenance solution certified and integrated with Salesforce. Easily manage and communicate territory configurations with leaders and field reps. Quickly create, view, and share reports or dashboards that visualize territory success. 

The most important benefits are related to time and efficiency. By not relying on constant meetings, spreadsheets passing back and forth and facing downstream changes when accounts are not assigned correctly, we save tremendous amounts of time and increase accuracy during territory planning activities.

Vice President, Medium Enterprise Media & Entertainment Company

Industries

Pharmaceutical
Sales


Effectively balance and optimize territories and extend rep capacity to visit more doctors or hospitals in less time.

Wealth & Asset Management


Routinely adjust strategies, tactics, and investments to maximize territory performance and minimize underperforming advisors.

Consumer
Goods


Develop and execute new channel-specific territory approaches to keep up with consumer demand and gain shelf space.

Energy and 
Utilities


Build equitable territories that drive field performance and ensure service reps are not over- or under-utilized.

Ready to Learn More?

Contact a representative today to start designing equitable, revenue-producing territories.

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