Easy customer segmentation with territory management
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.
Here's how we can help you
- View revenue generated by teams classified based on region, product and other relevant criteria.
- Analyze sales activities across territories with vivid and interactive reports and graphs.
- Set rules to assign accounts to the right sales representative.
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 sales representatives.
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 analytics to get a clear understanding of your sales and make smarter decisions.