Chapter 5: Get started with territory management

Conquering territory management - The ultimate guide

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Use this checklist to identify the best territory mapping software for you. You'll need a mapping software platform with these features. 

  • Integrated platform with mapping and route optimization capabilities
  • Territory and alignment, and balancing
  • Workload index
  • Scenario planning
  • Points-based or accounts-based alignments
  • Create custom territories
  • Reporting tools
  • Radius maps
  • Heat maps
  • Route optimization
  • Collaboration
  • Secure sharing
  • Dedicated account manager
  • Onboarding and training
  • Live chat support
  • Create territories from a file
  • Native on Salesforce
  • Upload business data directly

Get started with eSpatial’s territory management solutions

eSpatial is a global leader in territory mapping software. We help our clients exceed business expectations with intelligent software designed to drive effectiveness and efficiency while boosting revenue.

Territory mapping

The Territory optimization solution sales and service leaders love. Optimize sales territories and unlock hidden sales potential. Use weighted balances and workload index.

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Video transcript for Video transcript for Territory mapping

Driving sales productivity and revenues through territory design is complex. Finding software that incorporates routing and territory optimization with advanced geo-mapping is harder still. Sales ops leaders can quickly become overwhelmed by complex systems, messy workflows and the pressure to maximize rep effectiveness. But whether it’s updating workflows, cleaning data or getting management buy-in, switching from legacy systems can seem just as difficult. Sales operations leaders need a trusted solution to optimize territories and routes with intelligent mapping. eTerritory is the only comprehensive tool with advanced geo-analytical territory optimization and visualization capabilities. Use workload and sales metrics to design your territory on an intuitive, interactive map easily. With eTerritory, organizations have boosted revenue by up to 12% and increased selling time by 30% to drive sales effectiveness – all while slashing administration costs in half. Talk to an expert today.

Mapping software

Make smarter decisions, faster using a complete suite of data visualization tools. Perfect for sales, service, data analytics and marketing teams.

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Video transcript for Video transcript for Mapping software

Managing data with spreadsheets is your worst nightmare. To make confident decisions, sales and marketing leaders need visual intelligence that brings data alive and presents it in ways that transform understanding. Business decisions are increasingly complicated. You need to analyze a lot of data and gain insights to make recommendations. Many leaders don’t know where to turn or are unsure how mapping technology can deliver ROI. They need an intuitive tool that maps complex data to easily spot trends and make smarter, strategic decisions. eSpatial is the comprehensive solution that enables sales and marketing teams to unlock actionable insights from data with customizable visualization and analysis tools. With eSpatial, workflows can run 32 times faster than Excel, save hundreds of hours in administration and accelerate decision-making. It's intelligent mapping, so you work smarter. Talk to an expert now.

Route mapping

Optimize sales routes, maximize selling time and grow revenue faster. Leverage the power of location intelligence. Built for sales, sales operations and service teams.

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Video transcript for Video transcript for Route mapping

Sales Route optimization is critical for sales and sales operations leaders. It is a struggle to balance sales strategy with rep productivity. It feels like an endless game of chess. Maximizing revenue and focusing on highest-priority sales opportunities, while minimizing cost. Many available solutions are complex and don’t integrate with territory design and mapping tools, making it harder to improve effectiveness. Sales and ops leaders need an intelligent and intuitive system that maximizes selling time and delivers live insights directly to reps as they work. eSpatial is a perfect tool for sales ops, leveraging the power of location intelligence while optimizing your routes for high-profit sales and maximum selling time. That means higher win rates, and faster revenue growth with improved customer service. With eSpatial, organizations can expect to see 30% less drivetime and up to 20% more sales calls. Talk to an expert today.

While each of these solutions can stand on their own, combining the power of all three will take your entire sales operation to the next level.

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