Page 5 - decision-guide-for-territory-management
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Decision Guide for Territory Management
Role Hierarchy Territory Hierarchy
User can be assigned to only one role. User can be assigned to multiple territories.
Users can have multiple forecasts targets, one
User can have a single forecast target only.
for each territory that they belong.
Here is a business scenario to explain better!
Let us assume that the sales force in Zillum Inc. comprises of six teams across the
United States - North Central, North East, North West, South Central, South East and South West.
In this sales structure:
• You do not want the sales team from any specific region to access the records of another region.
• There may be a few important prospects that you want to share with the senior sales reps
from two different teams, in two regions.
It may become a complicated process to achieve this using roles and data sharing rules alone. On the
other hand, with territories based on a defined set of criteria, you can extend the Zoho CRM
data-sharing model in your Zoho CRM account and easily share records with various users in different
teams. This will ensure that the teams are focused towards a goal to achieve the sales target set under
the different times zones.
Share prospects to
senior sales reps in both zones
Sales rep in NORTH EAST does
not have access to records in
SOUTH CENTRAL
Zoho CRM Resources 5
