Territory Management Software


Design, realign, or optimize sales or service territories up to 32x faster

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What is territory management
Video transcript for What is territory management

With territory management from eSpatial it's never been easier to build, balance, and optimize your territories to maximize performance and sales.

Design geographic and accounts-based boundaries to perfect territories. Merge, edit, and refine territories using weighted balances or workloads. And perform what-if scenarios to test and share alignments. Optimize territory design and compress project time by up to 92%.

For simple, powerful territory management, try eSpatial for free today.

12%

Boost in revenue potential

95%

Reduction in project time

30%

Improvement in field team productivity


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

Territory resources map

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.

Territory map showing stakeholder territories

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.

Territory workload

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.

US territories by name

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.

Customer addresses color coded by territory

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.

Revenue by territory

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:

  1. Visualize and analyze critical data using heat maps, pins, and ZIP code maps. First, refine your strategy with data visualization
  2. Design, realign, or optimize territories using workloads or weighted balances. Create geographic, account-based, or hybrid territories with ease
  3. 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

Every organisation is unique, so eSpatial offers you scalable solutions

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:

  1. The fastest territory mapping software available - Quickly create territories using advanced optimization
  2. Optimize territories on ZIPs or points (accounts-based) or both
  3. Super fast realignment processes - Keep your territories current and performing at their best, faster
  4. Integrated with Salesforce.com - Delivering seamless data uploading and synching
  5. Use criteria like workload and balance - Create equitable and efficient territories
  6. Communicate and share alignments with ease - Secure sharing for you and your team
  7. Unlock new actionable insights in your data - The best maps software and analysis tools are available to you
  8. Maximize sales effectiveness - Identify selling inefficiencies or opportunities with advanced filtering
  9. Speed up your workflows - Intelligent and intuitive features will eliminate wasted time
  10. Involve key stakeholders - Save, print, share, and compare alignments with your team

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.

Customer support

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

Yes, our tool allows you to automatically optimize your sales, service, or other territories in seconds.

You can balance or break down any numeric field in your data per territory.

Yes, users can create a calculated attribute and balance on that metric.

Yes, users can import salesforce data directly from our integration or from an outside source like a spreadsheet.

Yes, users can create a calculated attribute based on multiple existing fields and use it as an index.

Yes, colleagues with eSpatial credentials can access desired alignments.

Yes, colleagues with eSpatial credentials can access desired alignments and be granted the proper rights to modify those alignments.

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.

eSpatial's optimization algorithms can and do take into account travel time when designing 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.

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.

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.

Yes. There are multiple ways to identify and reassign accounts from one territory to another. Most take just a couple of clicks.

Yes. eSpatial allows for exceptions, whether for Named Account purposes or otherwise. It's as simple as reassigning the account to a different territory.

Yes. It is a powerful feature that allows a user to see maps side by side with corresponding tables showing the before-and-after.

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.

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.

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