eSpatial Territory Management - Driving Revenue and Productivity

Organizations with sales, service teams, operations teams, and franchises use territories to define areas of responsibility.

Most territories are geographic, but some organizations design territories on points or accounts (account-based) or a hybrid approach (geographic and account-based). But no matter the approach, it’s essential to find and plan a strategy that makes full use of your team's time, enhancing their ability to deliver top-notch service and elevate sales performance. This requires a dynamic mindset; you can’t simply set a plan and forget it.

02:22 - Territory management overview
04:51 - Territory types
08:21 - Account exceptions
09:57 - Adding a balance
14:40 - Workload index
16:20 - Running a territory optimization
18:20 - Scenario planning
21:40 - Sharing your map
24:28 - Territory reassignment
26:08 - Territory center points
27:45 - Summary of everything we covered

Learn more
https://www.espatial.com/territory-ma...