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Decision Guide for Territory Management
Key Benefits
Avoid complex data-sharing structure Provide a focused work environment
Organizations with complex sales structures Distribution of customer accounts by using
can use territories to easily share records with territories help in creating focused work
users in different teams. It is also convenient environments that ensures better sales force
to group records based on the account’s engagement. It also increases the sales
characteristics rather than the individual teams’ efficiency by reducing the travel time
ownership of the records. and increasing the industry expertise.
Get accurate evaluation of sales team’s Forecast sales for each territory and
performance set clear goals
Generate sales reports based on territories to Create separate forecast targets for each
evaluate and measure the efficiency of sales territory a user belongs to. This will give a
teams by territory. Also, get a better insight clear picture of the goals set for the different
into the sales contribution of each territory. territories for users to stay focused.
Zoho CRM Resources 3
