Skip to main content

Three Simple Steps to Effective Territory Management

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 to get your territory management solution completely free and see for yourself how it works.


Popular posts from this blog

Implementing Sustainable Merchandising

In the factory-to-customer cycle, merchandising is one of the most wasteful processes. From the fuel consumed by field reps to the amount of paper used in traditional audits and surveys, on top of promotional and seasonal displays, it is easy to see why merchandising is considered “eco-unfriendly”. A field merchandising app can make a world of difference when it comes to sustainability. By adopting a field merchandising app, CPG and FMCG businesses can expect the following: Virtually eliminate the use of paper in in-store activities such as planogram checks, audits, surveys, and orders, among others. A state-of-the-art field merchandising app will also allow for instant access to the data collected, slashing the time and cost spent on data entry. Considerable savings in rep travel time and fuel thanks to the route optimization functions of field merchandising apps that automatically calculate the shortest store rounds. A cross-platform field merchandising app will all

Cloud for Retail Execution: Make Away with Data Storage Costs

Why Go Paperless? In order to store 2 million paper documents, an organization can expect to spend between $40,000 and $60,000 on filing cabinets alone. Those same files could fit on fewer than ten CD-ROMs (Business Guide to Paper Reduction) . If we assume that a filing cabinet uses from 6 to 20 square feet of space and the office space costs $23 per square foot , the space for a one filing cabinet will cost a company $1656– 5520 per year .   How to Go Paperless? When you choose paperless data collection your data storage costs can be significantly reduced or even brought to zero. Digital data collected using mobile forms require much less space than paper sheets and therefore cost less money. With the development of mobile technology you don’t need CDs or any other data carriers to store and access your data. More and more companies opt for Cloud storage. The price of Cloud storage starts at $0.01 GB per month and the average number of MS Word pages per GB is 64782.

Solving Information Loss in Merchandising Once and For All

Information loss used to be an inevitable consequence of retail merchandising. With many field reps performing a number of tasks on each one of the stores in their individual territories, it is easy to see how the amount of data collected on the field grows exponentially and is, therefore, increasingly difficult to handle and more subject to information loss. Mobile merchandising software  is the ideal solution to information loss in retail merchandising. When businesses implement a mobile merchandising software solution, they prevent information loss in the following stages of data processing: Data collection It is easy to see how information can get lost in traditional pen-and-paper merchandising. With mobile merchandising software, field reps perform tasks such as filling out forms and taking pictures in their mobile devices, leading to less misunderstanding and mix-ups. Data transcription With mobile merchandising software, there is no data transcription. The information goe