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A sales territory is an area that is under the charge of a specific sales rep or team. Generally, companies create territories based on a number of factors including data, potential, geography, product, industry, demographics, purchase history, past customer relations, etc. To ensure the efficacy of your territory strategies and assess their success, evaluating how your sales teams are performing to achieve defined targets is indispensable.
You may need to know not only about targets but also about:
Seems that you should have all this important information, doesn’t it? However, volumes of sales data in monotonous excel sheets can assess data a really tough job. Here comes into play a full-fledged Dynamics CRM Mapping tool to save you that ‘hassle’. It helps your teams view their territories data on a map and manage operations from there. Read on to know how it helps streamline territory management.
After mapping the regions, the sales manager can create territories and assign a rep or team to that area after taking into consideration a number of aspects like the number of clients, projects, etc.
Let’s say, you have initially allocated several cities in a state to a sales rep. However, you found out that one particular city is performing much better and generating more revenue than others despite their high revenue-generation potential, you can let your sales rep focus on that city only. And assign some more sales reps to that territory to tap into potential leads from other cities.
Balancing territories is a crucial aspect of territory management. Assigning a single team member to a large territory, they would have to work proactively to handle the clients of a large territory resulting in them getting overburdened. They may even fail to stay on top of all the clients at times and disengage them making them start considering other options. And the overall revenue may go down. On the contrary, if you assign multiple sales reps to a small territory, it may lead to wastage of resources and unnecessary investment resulting in an increase in the overall cost. In both these scenarios, sales managers can distribute team resources across various territories and utilize the individual team member’s potential better using the Dynamics CRM map integration tool. So, it is high time you provided your sales team with a map integration tool to manage territories better to unlock higher productivity. |
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Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc. Archives
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