How can Salesforce maps territory planning help your business?
With Salesforce Maps Territory Planning, New Balance was able to look at critical business drivers, such as growth projections, customer engagement, and market dynamics, to identify the optimal territory mapping plan and realign staffing and territory assignments.
How do you map your sales territories?
Traditionally, sales territory mapping is based on a single, simple factor: geography. Businesses might allocate territories based on zip codes or drive time from a rep’s home base and manually document the plan by color coding or placing pins on a map.
What are the standard rules in Salesforce territory management?
The “ standard rules ” in Salesforce Territory Management should be enough for most companies to keep track of territories and their owners. Consider using assignment rules on formula fields if the standard rules aren’t flexible enough.
How does Salesforce territory management work with SSOT?
Salesforce Territory Management allows users to create custom fields. These custom fields can be used to match the territory IDs in your SSOT. From there, Salesforce can create a clone of your SSOT hierarchy and sync at regular intervals.
How do you map a sales territory?
How to Map Sales Territories EffectivelyStep 1: Evaluate Market Data. ... Step 2: Create Customer Segments. ... Step 3: Factor in Your Sales Goals and Objectives. ... Step 4: Use a SWOT Analysis. ... Step 5: Define and Assign Your Sales Territories. ... Step 6: Take Advantage of the Right Tools.
Does Salesforce have a mapping tool?
Salesforce Maps is a location intelligence and map visualization tool that integrates with your Salesforce CRM, simplifying territory management. With Salesforce Maps you can create territories for your field sales reps and easily see the outcomes.
What is Salesforce maps territory Planning?
Territory Planning helps you design optimal territories for sales and service teams. Compare scenarios that help you close gaps in sales and service coverage, distribute the workload fairly, and maintain balanced territories. You choose the best scenario to establish your territory model.
Which product of Salesforce can be used for territory Planning?
Salesforce MapsTerritory Planning is an add-on product to Salesforce Maps. To utilize Territory Planning, the Salesforce Maps Managed Package must be installed and permissions to configure and use Territory Planning must be assigned.
How do territories work in Salesforce?
Territories organize groups of accounts and the Salesforce users who work with those accounts. Territories are created based on territory types. The territory record shows assigned users, manually assigned accounts, the forecast manager, and rules that assign accounts automatically.
How do I create a data map in Salesforce?
On the Data Stream detail page or after deploying your data streams, click Start Data Mapping. On the Data Streams mapping canvas, you can see both your DSOs and target DMOs. To map one to another, click the name of a DSO and connect it to the desired DMO.
How do you create a territory plan?
How to create a sales territory plan in 6 stepsDefine your larger sales goals. Before you have a plan, you need a goal (or goals). ... Define your market. ... Assess prospect and account quality. ... Start mapping out the strengths and weaknesses of your reps. ... Assign leads. ... Look for ways to improve your plan.
How do I create a sales territory map in Excel?
0:334:31Value so you can also adjust the maps element by click on that short element then you have to addMoreValue so you can also adjust the maps element by click on that short element then you have to add the data labels if you add the data label number of sales will be displayed over the countries.
Does Salesforce Maps use Google maps?
Selecting Your Preferred Navigation App Salesforce Maps Mobile supports Google Maps, Apple Maps, and Waze.
How do I use maps in Salesforce?
0:356:25To access Salesforce Maps once it has been installed all you have to do is go to the Salesforce MapsMoreTo access Salesforce Maps once it has been installed all you have to do is go to the Salesforce Maps app or tap.
What is territory management in Salesforce?
Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories.
How do I create a territory in Salesforce?
To create a top-level territory, hover over the territory model name and click Create Territory. To create a child territory from an existing territory, hover over the territory name and click Create Territory. On the New Territory page, define the territory: give it a meaningful label, choose its territory type.
Get the key to smarter sales territory mapping to drive revenue and customer satisfaction
If sales reps are your army, then the sales territory map is your battle plan. This map impacts both rep performance and revenue growth. But drawing this map is often a manual and time-consuming process, making it difficult to keep up with changing economic circumstances.
What is sales territory mapping?
Sales territory mapping is the process of defining the area, sales, and revenue that your reps are responsible for targeting. If done properly, it can help you reach the right customers, hit revenue goals, and promote growth.
How do you design a sales territory to support business priorities?
The task of divvying up your sales territories can be daunting. How can you be sure you're using the right methods? What criteria do you need to ensure success? These answers will be different for every business, but the following are a few tips to help you get started.
How do I create a sales territory map?
Your plan should start with your larger business goals in mind. As with any strategic endeavor, evaluate your progress and make adjustments over time.
How do I optimize my sales territories?
The key to optimizing your sales territories is having the right tools and technology.
Map By Customer Share Of Wallet
Say a rep has more than 20 active accounts they could pursue within their territory. It’s probably not reasonable that they spend the same amount of time and effort on each one. It’s probably not profitable, either. Instead, the territory mapping process should look at things such as:
Map The Touchpoints, Timelines and TLC Required
Some firms mistakenly give reps their territory and encourage them to hit the phones. Even if they’ve already mapped which accounts have the capacity to grow the volume of business they do with you, they should be approached in a more one-on-one fashion. Again, CRM data will tell you a lot of what you really need to know here, including:
Map Out How Leads Will Affect Density
When urban planners look at growth in a city, they track things like density — the population in a certain neighbourhood, for example — to make sure overcrowding doesn’t strain resources. It’s a bit similar with sales territory mapping.
Map The Bigger Picture
Even if you do a great job of sales territory mapping for a particular geography or set of customers, the impact on the overall business is limited it if it results in a bunch of silos among your sales team. Sales territory management should also strive for a more holistic perspective by comparing and contrasting what you’ve learned along the way.
Do salespeople need access to accounts?
Individual salespeople, for instance, probably only need access to accounts within their territories. Managers and directors will need access to account information for all the salespeople they oversee. Access given through Salesforce Territory Management is already rolled into your role hierarchy.
Does Salesforce have a sandbox?
Salesforce offers different types of sandboxes to its customers, from basic developer sandboxes to full sandboxes that replicate your entire live system, each with varying levels of testing capabilities. Beware of the details in data and permissions management.
