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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
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