Salesforce territory management best practices | eSpatial

Salesforce Enterprise Territory Management is a built-in CRM feature that allows organizations to assign accounts and opportunities to reps based on customized territory logic. By defining clear regional or strategic boundaries, companies can align reps to high-value areas and streamline operations. To get the most from this tool, many businesses now rely on mapping software for Salesforce data to visualize and manage these territories more effectively.

While implementing territory management in Salesforce, avoid the following common mistakes:

1. Assigning reps without considering account density or market size
2. Overlapping or redundant territories that confuse ownership
3. Not assigning forecast managers to each territory
4. Failing to update named account rules regularly
5. Underutilizing visualization and spatial data to guide decisions

A strategic, map-based approach reduces these risks and supports smarter decisions. For example, enhance your Salesforce territory planning workflow to enable more precise modeling, faster edits, and stronger reporting.

A full-featured territory management integration, especially one with built-in mapping, allows your team to work faster and more accurately. These features enable organizations to move beyond static CRM workflows. For teams seeking better planning agility, this is the future of territory planning in Salesforce. Explore eSpatial pricing options to see what's possible for your business.

Benefits include

• Map-based editing that shortens planning cycles
• Better account-to-territory alignment using sales and demographic data
• Dynamic forecasting visuals tied to regional goals
• Simplified collaboration between leadership and reps
• Easier onboarding and change management through visual territory maps