Whether your company organizes sales teams around geography or product lines, territory management can handle any form of customer segmentation. Share accounts among territories, identify regions that make a profit, allocate resources, and exceed sales forecasts, all while offering excellent customer service.
Set and track sales targets effortlessly.
Get a consolidated view of closed deals and forecast your sales pipeline by territory. Analyze each region by identifying teams that are making a profit and the best performing salespeople.
Segment and organize your customers.
Set rules to automatically assign accounts to territories, and make sure the right people are working together from the beginning.
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 dashboards to get a clear understanding of your sales and make smarter decisions.