With territory management for your CRM, you can segment your customer data into individual regions, or territories, and make everything easier on everyone. Your reps won't feel overwhelmed, and records won't get confused. Best of all, you can set more realistic sales goals.
7%
Increase
in sales
even without any change to your sales strategy or resources by adopting territory management.
Source:
Divide and conquer.
Break down your sales targets into more manageable goals, so your reps can keep their eyes on the prize. Segment customers into individual territories and assign a rep to each one.
- Territories
- Territory Rules
- Assign Territories
Territory Hierarchy
+ New TerritoryCollapse All- Zylker Widgets Inc
- CEO Amelia Burrows
- VP-Sales and Marketing Martha Hills
- VP-HR
- VP-Engineering
- VP-Finance
- America Amelia Burrows
- Asia Pacific Pooja Raman
- Europe William Stone
- India Amelia Burrows
- APAC Pooja Raman
- EMEA Jeff Stevens
- LATAM Jeff Stevens
- CEO Amelia Burrows
A different forecast for every territory.
Every territory engages differently, and that's why CRM has territory-specific forecasts, letting you enhance what's already working well and improve the territories that need focus.
Forget about waiting for data to be shared.
No more worrying about sending the wrong files, or not sending them at all. One time is all it takes to set up territories with data sharing assignment rules, so the right records can be accessed by the reps you select.
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 how each territory is performing and compare territories to know what works.
East
- Technology : $250,000.00
- Service Provider : $1,215,000.00
- Retail : $892,000.00
- Professional Services : $400,000.00
- Manufacturing : $339,000.00
- ManagementISV : $880,000.00
- MSP(Management Service Provider) : $300,000.00
- Large Enterprise : $959,070.00
- Government/Military : $1,626,000.00
- ERP(Enterprise Resource Planning): $538,800.00
