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Decision Guide for Territory Management

            What is Territory Management in Zoho CRM?

            When your business is spread across regions and you have multiple office divisions, departments
            and numerous products/services, it is not an easy task to assign customer accounts to sales teams
            without proper planning. In some cases, it is equally complex to provide access only to selective

            accounts, for individuals from different teams to work together for a common sales objective.

            Territory Management is a system by which customer accounts are grouped based on a defined set
            of criteria. This makes for easy sharing of customer accounts among different sales teams in your
            company. It ensures proper and effective usage of the sales force to maximize sales opportunities,
            provide excellent customer service and expand the existing customer relationships.

                                                                   Territory Management
                                                                   in Zoho CRM

                            Automate the assignment
                           of customer records based
                               on sales territories.

                                                                     Forecast sales and track
                                                                      revenue by territory.

                            Build dashboards and
                               reports based on

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