CRM Help

Territory Management

What is a Territory?

A territory is the demarcation of the sales force structure by which customers accounts are grouped and shared with the sales people of an organization. Territories can be based on various factors such as geography, industry, product line, the expected revenue, verticals, etc.

What is Territory Management?

When your business is spread across regions and you have multiple office divisions, departments and numerous products/services, it is not an easy task to assign customer accounts to sales teams without proper planning. In some cases, it is equally complex to provide access only to selective accounts, for individuals from different teams to work together for a common sales objective.

Territory Management is a system by which customer accounts are grouped based on a defined set of criteria. This makes for easy sharing of customer accounts among different sales teams in your company. It ensures proper and effective usage of the sales force to maximize sales opportunities, provide excellent customer service and expand the existing customer relationships. See Also Decision Guide for Territory Management

Territory Management in Zoho CRM


Availability

Profile Permission Required: Users with Administrator profile can enable this feature.

Key Benefits

  • Avoid complex data-sharing structure - Organizations with complex sales structures can use territories to easily share records with users in different teams. It is also convenient to group records based on the account's characteristics rather than the individual ownership of the records.
  • Provide a focused work environment - Distribution of customer accounts by using territories help in creating focused work environments that ensures better sales force engagement. It also increases the sales teams' efficiency by reducing the travel time and increasing the industry expertise.
  • Get accurate evaluation of sales team's performance - Generate sales reports based on territories to evaluate and measure the efficiency of sales teams by territory. Also, get a better insight into the sales contribution of each territory.
  • Forecast sales for each territory and set clear goals - Create separate forecast targets for each territory a user belongs to. This will give a clear picture of the goals set for the different territories for users to stay focused.

Decision Guide for Territory Management

We help you decide if territory management features suits your business needs.
Role vs Territory | Before you Move to Territory | Reasons to Use Territory Management

Use Territory Management

Find out how to enable territory management and start creating territories as per your organization's sales structure.
Enable Territory Management | Create Territories | Manage Forecasts

Assign Territories

Check how territories are assigned to accounts, contacts and potentials and based on what criteria they are assigned to the records.
Check How Territories are Assigned | Run Rules to Assign Territories Automatically

Forecasts for Territories

Create forecasts based on the territory hierarchy where users can have different targets set for each territory they belong.
Create Forecasts | Set targets for Sub Terriotries | View Forecasts

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