Territory management
enables you to set up and process territory assignments and to allocate sales
responsibilities across your company. Efficient territory management ensures
customer satisfaction and sales growth due to better coverage of your sales
territories.
Here at VisitBasis we’ve
designed a comprehensive mobile solution for
territory management that provides real-time monitoring and control of your
field reps performance and allows you to easily organize your sales territories
in the most efficient manner.
Here are three simple
steps to define your sales territories using the VisitBasis territory
management features.
1. Review current retail conditions and analyze previous results of
sales teams performance. Aggregate all the information about customers (location,
order amounts, time spent to visits) and field reps (travel routes, time spent
with customers and driving, quality of the tasks performance). Completing this step will
further allow you to set up goals and targets of your territory management and
to choose the strategy of territory distribution. With VisitBasis retail audit
software you can generate up-to-the-minute reports filtering all the information
that comes from the field. Build analytic reports based on time-stamped and
GPS-confirmed data and get the exact information you need at the moment using
sophisticated data filters.
2. Categorize your customers and define the method of territory division. VisitBasis
retail audit software allows you to easily manage your customers. Adding
customer properties to all points of sales (like size, sales space, attendance,
merchandise turnover, specific needs) will allow you to sort customers by
defined categories when aligning field reps. Later on you’ll be able to easily
divide territories by location or by any other attribute assigned to customers.
3. Assign field reps
to the customers. After your
customers are placed into certain categories you can start to distribute territories
between your field reps. VisitBasis retail audit
software allows you to easily assign customers to field reps and vice
versa. Click on the map and assign users to the customers individually or
perform map search to assign points of sale in bulk to several users
simultaneously.
The main goal of territory planning is to maximize the time
spent with customers and to minimize the time spent traveling between
customers' locations and visiting low-return customers. Consider your reps
previous experience and personal connections to get the territories that
provide best opportunities for each field team member. Designed territories
should also have equal potential for new customers.
Today the option of territory management automation is affordable to
any company. Sign up at www.visitbasis.com
to get your territory management solution completely free and see for yourself
how it works.
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