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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
territories.
Zoho CRM Resources 2
