Who Needs Territory Management?
Managing sales and service territories effectively opens up a new revenue engine for revenue operations and service. You must balance your revenue or service goals with customer service needs, gain a competitive advantage, and drive down costs. If you have a field-based team, territory management is essential. Identifying inefficiencies in your territory designs improves sales and service productivity. You should use territory planning tools if you:
- Provide on-site service to clients
- Rely on relationship building to sell your product
- Sell a product that needs to be locally available to customers
- Struggle to balance the workload among field team members
- Have multiple sales reps calling on the same prospects
- Always end up with one person topping the sales leaderboard
If any of the above sounds like your business, read more about the benefits of using a territory management system and the resources to help you manage and grow a sales territory.
Territory Management Tools You'll Love

1. Save Money and Increase Sales by Optimizing Resources
With optimized sales and service territories, you ensure efficient deployment of resources. A territory management system prevents under or over-served areas, which increase costs and leave potential sales on the table. It boosts your ROI and leads to improved customer service levels.

2. Eliminate Territory Overlap
Territory boundaries often blur over time. Multiple teams calling on the same customers can cause unnecessary conflict and drive up service costs. Customer relationships can be confused, and team members can get frustrated.
Territory management software excels in these scenarios as all stakeholders see their areas of responsibility on a map.

3. Give Salespeople the Best Chance at Success
Balancing territory opportunity with workload (your capacity to make sales calls) ensures you maximize sales potential. Our franchise mapping software provides powerful territory management using geographic data to gain insights, making it easier for sales managers to allocate resources effectively and ensure that each sales team is positioned to excel in their territory assignments. Coupled with sales training and coaching, you have a winning ticket to drive employee morale, retention, and earnings.

4. Faster On-boarding of New Employees
When you have efficient territories, onboarding new employees, like sales and service representatives, is faster and easier. They can easily see client and prospect locations using our franchise territory mapping software. Our territory mapping tool displays interactive maps that allow users to interact with specific areas for detailed information, makingon a map. It makes sales and service planning more effective and easy to understand who to target when prospecting for new business.

5. Delight Your Customers With Efficient Service
If your business provides on-site services to your customers, you know speed and efficiency are critical. Faster service means happier customers who will return to your business repeatedly. Services territory management software ensures you have adequate resources to cover the number of customers in each area.

6. Identify New Revenue Opportunities
Identify new areas for growth quickly. Realigning, balancing, and optimizing sales territories is proven to unlock up to 12% more revenue. It is a potential new revenue engine for organizations.
Why Choose eSpatial for Territory Management?
eSpatial is a professional territory management solution for sales and revenue operations. You can analyze, design and optimize territories and routes in three steps:
- Visualize and analyze critical data using heat maps, pins, and ZIP code maps. First, refine your strategy with data visualization
- Design, realign, or optimize territories using workloads or weighted balances. Create geographic, account-based, or hybrid territories with ease
- Optimize the "last mile" with route optimization
Along with power mapping software, access world-class support from our mapping experts. They will walk you through onboarding and training and are available to answer questions whenever you need assistance.
Creating new territories can be done in just minutes. Engel & Voelkers, a real estate services company, made defining new regions 32 times faster. What previously took six business days now takes only 90 minutes, and their sales reps have doubled the number of customers they see in a week.
Flexible Pricing to Suit Every Business
Our team is here to help you every step of the way

095%
Reduction in project delivery time
067%
Faster sales rep onboarding
030%
Increase in time spent selling
10 Reasons to Choose eSpatial
eSpatial provides a wealth of features to help you manage territories, increase revenue, reduce costs, and more. They include:
- The fastest territory mapping software available - Quickly create territories using advanced optimization
- Optimize territories on ZIPs or points (accounts-based) or both
- Super fast realignment processes - Keep your territories current and performing at their best, faster
- Integrated with Salesforce.com - Delivering seamless data uploading and synching
- Use criteria like workload and balance - Create equitable and efficient territories
- Communicate and share alignments with ease - Secure sharing for you and your team
- Unlock new actionable insights in your data - The best maps software and analysis tools are available to you
- Maximize sales effectiveness - Identify selling inefficiencies or opportunities with advanced filtering
- Speed up your workflows - Intelligent and intuitive features will eliminate wasted time
- Involve key stakeholders - Save, print, share, and compare alignments with your team

What Our Customers Say
Data can be mapped in minutes, saving countless hours, leading to faster, more efficient alignments
“We wanted to know for each of our plants. What is the plant's low-cost service area? What is the geographic region around that plant? And whether that plant is the most cost-effective option to ship concrete. We wanted to take advantage of that. We also wanted to know the most costly delivery areas in central Texas. And which of our customers are in those areas.”
“The first quick win for us was that eSpatial was so easy to use. After using so many other applications, eSpatial was the easiest for importing our data and identifying the fields and hierarchies that would deliver efficient alignments. At the end of the day, you are finalizing the sales territory in front of their eyes. It is much more real to the key stakeholders, which has been transformational for Thermo Fisher.”
“Sales data can be mapped in minutes. That has saved us countless numbers of hours. And we have eliminated steps from the design and approvals process leading to faster more efficient alignments in less time. The findings in our eSpatial visualizations are definitely going to inform 2022 strategy for the better. 100%, we're going to renew our eSpatial license.”
“We're always trying to improve our output and what we're putting in front of executive management teams and boards. We started looking around at different data visualization and mapping software programs and did a fair amount of due diligence on multiple companies. After vetting various platforms, eSpatial rose to the top of our list. I personally can say that we've loved it ever since.”
“I've been in this industry for 35 years, and to have a tool that I can pick up and use quickly just means the world to me. With eSpatial, I can create reports and make changes in 20 minutes, it's easy to log in and update things quickly. You wouldn't think in mapping software you would have someone so responsive in technical support. That was the prime reason I settled on eSpatial.”
“eSpatial has been an awesome tool for Starkey. From our territory planning; splitting territories, adjusting for local details, communicating and mocking up options. Then giving that updated detail to our sales team along with live access to CRM and trip planning. And then representing everything in a beautiful way that we love to use in presentations - it is truly a very impressive package.”
“eSpatial is an irreplaceable tool for our business, for example we are now able to run one of our key processes 32 times faster and have been able to double the number of customers we can visit in a given week by making better decisions. You can't control how much time you have in a given day, but you can control how it is used and eSpatial has certainly helped us significantly with that.”
Support From Our Experts When You Need It
You're the expert on your data and line of work, but to get your project completed, you may need some backup. That's why our support team includes geographic information system (GIS) experts who can assist with mapping and data integration needs, during onboarding and through your time as an eSpatial user.

Frequently Asked Questions
Can I Design Balanced Territories?
Yes, our territory management software allows users to balance territories on any metric – revenue, potential revenue, workload, and number of accounts, for example, while also minimizing drive time in each territory
Can I Optimize Sales Territories?
Yes, our tool allows you to automatically optimize your sales, service, or other territories in seconds.
Can I Apply Balances to My Territory Alignments?
You can balance or break down any numeric field in your data per territory.
Can I Balance Sales Territories on Multiple Factors?
Yes, users can create a calculated attribute and balance on that metric.
Can I Balance Sales Territories Using My Salesforce.com Data?
Yes, users can import salesforce data directly from our integration or from an outside source like a spreadsheet.
Can I Apply Indexes to My Alignments?
Yes, users can create a calculated attribute based on multiple existing fields and use it as an index.
Can I Share Territory Alignments With Colleagues?
Yes, colleagues with eSpatial credentials can access desired alignments.
Can My Colleagues Make Adjustments to Alignments if I Share Them?
Yes, colleagues with eSpatial credentials can access desired alignments and be granted the proper rights to modify those alignments.
Can I Build Non-contiguous Territories?
While not recommended manually, users can assign accounts and postcodes to any territory they wish and create territories to meet any need. Typically, territories should not have "islands," however, you can make exceptions.
Can I Take Into Account Travel Times When Creating Sales Territories?
eSpatial's optimization algorithms can and do take into account travel time when designing territories.
Can I Take Into Account Rep Locations When I Optimize Sales Territories?
You can select your center point, which can be a rep's home location, to build your territories around. However, we recommend that you build territories around customers rather than reps.
What is the Difference Between a Weighted Center and a Geographic Center?
A geographic center is, as the name suggests, the center of the territory based solely on geography. A weighted center considers where the work or the customers are and suggests a "center" or location ideal for the rep as it is central to most accounts or work in the territory.
Can I Create Territories Manually?
Yes. We expect that most companies will benefit from our optimization algorithms. Still, even then, we also expect it to be a 90% solution with manual tweaks and changes to account for local knowledge from the field.
Can I Change Ownership of Customer Accounts Easily?
Yes. There are multiple ways to identify and reassign accounts from one territory to another. Most take just a couple of clicks.
Can I Create Account Exceptions or Assign Accounts Spread Across Multiple Sales Territories to One Person?
Yes. eSpatial allows for exceptions, whether for Named Account purposes or otherwise. It's as simple as reassigning the account to a different territory.
Can I Compare and Analyze My Sales Territory Alignments?
Yes. It is a powerful feature that allows a user to see maps side by side with corresponding tables showing the before-and-after.
Can I Balance Sales Territories on Different Criteria, Like Sales or Potential Sales?
Yes, users can balance territories on any metric or an index created from multiple variables. Typically, users will balance on a Workload or Potential Sales metric–either strategically better than historic revenue or simply the number of accounts.
Can I Balance Sales Territories Using a Workload Index?
Yes. It is advised, as it will best maximize your organization's resources. We consider the duration of account visits, frequency of those visits, and travel time to make those calls.