Territory Management

CRM

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Territory management

Sales management more organized.

When a company starts up, it's relatively easy to manage your team, set up your sales process, sell, and plan ahead. As you expand, these three tasks become difficult to handle. Growth leads to more sales, more reps, and even more data. And that means a lot more information has to pass among reps and across teams. At best, that can be tedious. At worst, that can mean sharing files with the wrong people.

With territory management for your CRM, you can segment your customer data into individual regions, or territories, and make everything easier on everyone. Your reps won't feel overwhelmed, and records won't get confused. Best of all, you can set more realistic sales goals.

Increase
in sales

even without any change to your sales strategy or resources by adopting territory management.

Source:

Divide and conquer.

Break down your sales targets into more manageable goals, so your reps can keep their eyes on the prize. Segment customers into individual territories and assign a rep to each one.

Territories
Territory Rules
Assign Territories

Territory Hierarchy

+ New TerritoryExpand AllCollapse All

Zylker Widgets Inc
- CEO Amelia Burrows
  - VP-Sales and Marketing Martha Hills
  - VP-HR
  - VP-Engineering
  - VP-Finance
- America Amelia Burrows
- Asia Pacific Pooja Raman
- Europe William Stone
- India Amelia Burrows
- APAC Pooja Raman
- EMEA Jeff Stevens
- LATAM Jeff Stevens

A different forecast for every territory.

Every territory engages differently, and that's why CRM has territory-specific forecasts, letting you enhance what's already working well and improve the territories that need focus.

USA

Edit

Target

10000.00

Achieved

8700.00 87.0

Pipeline Deal

10100.00

Forget about waiting for data to be shared.

No more worrying about sending the wrong files, or not sending them at all. One time is all it takes to set up territories with data sharing assignment rules, so the right records can be accessed by the reps you select.

Get insights on territory-wide sales.

You don’t need multiple tabs to see sales activities across territories. Use Zoho CRM's interactive reports and analytics to get a clear understanding of how each territory is performing and compare territories to know what works.

East

Technology : $250,000.00
Service Provider : $1,215,000.00
Retail : $892,000.00
Professional Services : $400,000.00
Manufacturing : $339,000.00
ManagementISV : $880,000.00
MSP(Management Service Provider) : $300,000.00
Large Enterprise : $959,070.00
Government/Military : $1,626,000.00
ERP(Enterprise Resource Planning): $538,800.00