SALES TERRITORY PLANNING.
Our Solutions
The Overview
Introduction
Managing a sales team is not an easy task and when you see that some territories are not meeting their quota for the past 6 months, it raises red flags right away. You need to find out why these territories are underperforming so that they don’t continue to do so.
Once you’ve identified the challenges you’re facing, you then need to start finding a solution and often it lies in the splitting and balancing of your sales territories. Doing this in excel is a very one-sided view of the data. You need to visualize it and analyze it and test different options before committing to the new territory definitions.
SOLUTIONS
Territory Builder : The Territory Builder was used to create territories from the existing spreadsheet to provide a visualization of the spreadsheet data. You can build on Zips, Countries and States.
Regional Heat Maps : Regional Heat Maps are used to quickly compare sales performance across the territories built in the Territory Builder by overlaying said territories with sales and rep data from your CRM.
Territory Alignment : Sales Territory Management with Hardcastle can enhance your territory alignment.
Territory Hierarchies : Territory Hierarchies allow the organization to match a territory definition with the company's hierarchical structure, for example national, regional, and local managers.
RESULTS
Our advanced territory management features will help you to visualize your current territories and color code them based on their performance with an overlay of your current sales staff. Doing this helps you to identify the territories that would benefit from a split to ensure a higher output from sales staff.
The Territory Builder allows you to split, realign and balance your territories quickly based on various data such as projected sales volume and opportunity. Aligning your territories will result in balanced workloads for sales personnel, providing them with greater earning potential, improved morale, and career satisfaction.
