Zoho CRM: Territory Management
Territory Management
A territory is the division of your sales force structure by which customer accounts are grouped and shared with the salespeople of an organization.
Territories can be based on various factors such as geography, industry, product line, expected revenue, verticals, etc.
Territory Management is a system where accounts are grouped based on a defined set of conditions.
This makes for easy sharing of records among different sales teams in your company. It ensures proper and effective sales force usage to maximize sales opportunities, provide excellent customer service, and expand the existing customer relationships.
Key Benefits to Territory Management
Avoid complex data-sharing structures - Organizations with complex sales structures can easily use territories to share records with users in different teams. It is also helpful to group records based on the account's characteristics rather than the ownership of the records.
Provide a more focused work environment - Distribution of customer accounts with territories help to create a more focused work environment that ensures better sales force engagement. It also increases the sales teams' efficiency by reducing travel time and increasing their expertise in that territory.
Forecast sales for each territory and set more clear goals - Create forecast targets for each territory a user belongs to; this will give a clear picture of the goals set for the different territories to help users stay focused.
Role vs. Territory
You can extend your data-sharing model in your CRM account with territories, allowing you to share records with various users on different teams easily.
This ensures your teams are focused on achieving the sales target set under the different time zones.
When to Use Territory Management
Use Territory Management if you…
- Have a complex sales process and need to often change users to different sales teams or territories.
- Have a need to segment customer accounts based on the account characteristics rather than record ownership.
- Want an easy-to-maintain process for the administrators to manage to share data among multiple users of different teams.
- Require multiple forecast targets for users belonging to different sales territories.
Related Articles
Zoho CRM: User Management
Users In Zoho CRM, a user manages records, either their own or those shared by other users, in your organization. In addition to accessing CRM data, some users can perform administrative functions to ensure the smooth running of your CRM system. ...Zoho CRM: General Settings
General Settings General settings are the foundation of your system. Various aspects in the CRM, including automation, workflows, templates, all steam from these settings, and you'll make your job much easier if you complete the entire setup before ...Zoho CRM: Profiles and Roles: Tips and Best Practices
Profiles & Roles: Tips and Best Practices A role defines the position of the user(s) within the organizational hierarchy. These allow you to permit and restrict data access for the users in your CRM. A profile defines the set of permissions and ...Zoho CRM: Data Sharing Settings
Data Sharing Settings Data security should be at the top of your priority list. Overseeing the security administration is a growing concern in any company, especially for e-commerce and other large network companies. Security Management is considered ...Zoho Campaigns: Tailored Content Delivery through Topics Management
Topics Management with Zoho Campaigns allows you to categorize and segment your contacts based on their interests, ensuring that your emails reach the right audience with tailored content. Join us as we explore the ins and outs of this dynamic tool, ...