Territory management salesforce pdf

Territory Hierarchies can be created which allows managers and executives to get information at a higher level and drill down to a lower level to examine the detail, providing data to better manage the sales team. The data from the sales territory management software can be extracted and used to create dashboard reports to show reps and managers progress towards goals and room for improvement within the territory. Being able to sort data by territory is an important feature of Salesforce sales territory mapping software.

Instead of just having individual rep performance, or overall department performance, the data can be mapped out by territory. Often trends will emerge from territory data that allow for quicker insights into sales and business practices. Having a sales territory plan is important to your business strategy. Sales territory optimization allows businesses to use data gathered to make decisions about their territory.

Sales by region and territory, sales by rep, opportunities, number of calls, number of conversions, and orders by product number are all metrics that can be analyzed. When analyzing data by territories, executives can ensure the right number of reps are assigned to a territory and the right activities are being done.

Adjustments in strategies can also be made as data from each territory is analyzed. The data gained from Salesforce Territory Management gives important insights for optimization. Decisions such as number of reps to assign to a territory, what revenues to forecast by geographic area, and where to allocate marketing budgets as informed by territory management software. Customer Relationship Management. What is Cloud Computing? Sales Tools. Sales Cloud. The territory management lifecycle sounds pretty simple: define, review, deploy, and realign.

But for those whose job it is to manage sales territories, you know it's a complicated, and often times frustrating process. You also use the playground when it's time to complete the hands-on challenges. Your territory model record connects your territories, user assignments, and account assignments. After you create the record, Salesforce creates a territory hierarchy based on it. Then you access the territory hierarchy to complete most of your territory management tasks.

Territory Management Basics. Time Estimate. Turn on the Enterprise Territory Management feature and define default access levels. Create territory types, territory models, and territories. And with Enterprise Territory Management: Salesforce admins can set up and test territory models before implementing them. Reports help teams organize for optimal coverage and assess territory effectiveness. If you use Collaborative Forecasts, you can forecast by territory.

Enterprise Territory Management sounds like the perfect solution for the Ursa Major sales team—no more spreadsheets! Lance asks Maria Jimenez, their Salesforce admin, to set it up. Before she gets to work, Maria takes some time to get acquainted with the elements of territory management. You create territories based on territory types.

Territory type Helps you group territories according to a common denominator such as core reps versus overlay, or named accounts versus geographic territories. Every territory you create has a territory type.

See Configuring Territory Management Settings. There are two different options for enabling territory management, which depend on your preference to retain or purge pre-existing forecast data. For each role in the forecast hierarchy, a corresponding territory is created in the new territory hierarchy.

Manual forecast sharing settings on the roles are copied to the new territory. For more information on manual forecast sharing, see Manually Sharing a Forecast. Until you add or edit territories, your forecasts will work the same as they did before you enabled territory management. Using this button is only recommended when you are setting up a brand new organization in Salesforce that does not have an existing forecast hierarchy.

Click Fields to set the field-level security of the Territories and Exclude from territory assignment rules fields. Click Page Layouts to add those fields to account page layouts. Also, for each account page layout, you can set whether users can choose to run account assignment rules when they save accounts, and whether account assignment rules should run by default whenever accounts are saved. Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.

Just contact Salesforce. Territory management is critical to businesses of all size. By aligning sales teams to specific territories industry, geographic, product-based , companies can make the most of their resources at the lowest cost. Aside from the boost in productivity, businesses are able to increase overall revenue by ensuring that all market segments are covered. Having an informed, data-driven plan in place allows companies to focus on growth and scaling up for the future.

In particular, small businesses can benefit from a thorough territory management plan, where resources and budgets are limited. Represents a flexible collection of accounts and users where the users have at least read access to the accounts, regardless of who owns the accounts. Only available if territory management has been enabled for your organization.

Since Customizable Forecasting is a prerequisite for Territory Management, we should understand this as well. Customizable Forecasting is a flexible solution for estimating how much revenue your organization can generate or how many items your organization can sell. You can set up customizable forecasting to reflect how your organization forecasts its sales.

With it, you can forecast on a monthly or quarterly basis, use different dates when applying amounts to forecasts, a forecast based on revenue or quantity or both, and define additional quotas based on product families.

Use customizable forecasts to review your forecast and drill down through your forecast amounts to see the opportunities included in your forecast. Override forecast amounts directly from the opportunity or overrides the forecast from the Forecasts tab without notifying users below you in the forecast role hierarchy.

Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. Particularly if your organization has a private sharing model, you may need to grant users access to accounts based oncriteria such as postal code, industry, revenue, or a custom field that is relevant to your business.

You may also need to generate forecasts for these diverse categories of accounts. Territory management solves these business needs and provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases. This assumption might be true for some customers in some situations, but all customers should consider this feature one option among the rich Salesforce feature set for meeting territory management requirements.