At last, and much to the delight of the sales users, Salesforce finally went big on Territory Management with its winter 2015 release! The Summer 2014 release had Salesforce introducing its 2.0 beta version. With the winter 20 15 releases, Salesforce has gone a step ahead and stabilized what had been a lesser known and relatively unexplored area for your sales teams.
What is Territory Management 2.0?
The reason why Sales Managers and the CMOs./CTOs investing in Salesforce are so excited about Territory Management is that it enables them to see and process their Salesforce data just as they would structure their actual sales territories. Imagine organizing your sales responsibilities in different clusters so as to reduce the sales cost, provide more robust service to the customers and measure the performance of your sales team more effectively all under a single roof, called “Territory Management.”
Originally, Territory Management enabled you to grant users access to accounts based on criteria relevant to your business. Territory Management 2.0 goes several notches higher and helps you model your sales territories into a logical but flexible structure that connects your sales teams to the accounts they sell to. Having introduced territory types, territory models, and territory model states, Salesforce now lets you create and preview multiple territory structures and strategies, ensuring you always implement the one that works best for you. Your sales managers can then use custom reports to assess your territories for desired effectiveness.
If you are a sales manager, sales head of your organization, or basically have anything to do with sales and territories within your organization, and you are still unsure about adopting this amazing feature, we are going to give you 5 reasons why you should change your mind now.