Territory Planning Insights For Your Sales Teams

Territory Planning

The Problem With Growth

Growth is good. You want to keep taking on new customers and expanding your service area – that’s how you make more money. As your business grows, though, keeping everything organized gets increasingly difficult. Managing one sales team and a handful of customers is easy enough. But what will you do when you have multiple teams and dozens of customers? Territory planning is key.

Territory Planning is the Answer

One way to keep your business organized is to split your service area up into territories and assign a different sales team to each territory.

Here’s how you can do territory planning with Route4Me:

Creating Territories

First, select Address Book Map.

To create a territory, click on the Draw New Territory button on the right side of the Address Book Map screen. Choose a name and color for the territory.

Click on the map to start creating your territory. Continue clicking to draw your territory’s borders point by point.

When you’re done, connect the border line to the starting point or double-click on the map.

Managing Territories

You can add an unlimited number of territories, and your territories can overlap, too.

Overlapping territories might be confusing to look at, though. To clear things up, you can choose which territories to hide or display on your map at any given time.

Also, you can download all the addresses inside a territory if you want to have your own copy. Simply select Download Territory.

Route optimization software guarantees that every route you give your reps is the most efficient route possible. They’ll have everything they need to show up on time, every time.

But how do you know your reps are actually following the routes you give them?

Route4Me’s GPS tracking feature shows you what your drivers are doing in real-time, so you can make sure they’re sticking to their routes and staying on schedule.

 

 

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