Create a Territory Type
- From Setup, enter Territory in the Quick Find box, then select Territory Types.
- Click New Territory Type.
- For the label, enter Named Accounts.
- For the description, enter Accounts named for businesses or people.
- Specify a priority of 100 so there’s room to add priorities above and below this one.
- Click Save.
How do I create service territories in Salesforce?
Create service territories from Guided Setup or from the Service Territories tab. Depending on how your business works, you can create territories to represent geographic regions, such as cities, counties, and neighborhoods. The territory location is stored in the address section.
What is a territory model in Salesforce?
Your territory model record connects your territories, user assignments, and account assignments. After you create the record, Salesforce creates a territory hierarchy based on it. Then you access the territory hierarchy to complete most of your territory management tasks.
How do I enable enterprise territory management in Salesforce?
Click Enable Enterprise Territory Management. Select the most restrictive access levels, and then click Save. Now the feature is on and the user access levels are set. Lance wants a territory type called Named Accounts to categorize and define individual territories. Maria follows these steps.
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 I enable territories in Salesforce?
How Do You Activate Territory Management in Salesforce?Go to Setup.In the Quick Find box, enter territories then select Territory Settings.Click Enable Enterprise Territory Management.To start out, select the most restrictive access levels, then click Save.
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.
What is a territory type in Salesforce?
Territory types help you organize your territories by key characteristics important to your company. Every territory you create has a territory type. Territory types are used for organizing and creating territories only. They don't appear on territory model hierarchies.
How do you assign accounts to territories?
You can assign accounts to the territories they belong to manually or by applying assignment rules. A rule identifies one or more characteristics you use to define that territory, and tells Enterprise Territory Management to assign accounts with those characteristics to that territory.
What is Salesforce territory planning?
Territory Planning helps sales and service operations manage and rebalance territories. Specifically, it helps teams: Align territories with account, user, and critical business data. Distribute sales opportunities and service requests in an equitable way.
How many territories can an instance of Salesforce have?
By default, each territory model can have up to 1,000 territories.
What is territory and types?
Brower (1976), differentiates territories into four types, namely: personal territory, community territory, community territory, and free territory.
What is territory management?
Territory management is the process by which sellers prioritize and manage a group of customers and prospects, who are typically organized by segments (such as geography, industry and need).
What is territory Type Priority Salesforce?
Specifying and managing territory type priority information helps you choose the appropriate territory type for territories you create or edit. You create your own priority scheme. For example, 001 can indicate that a territory type is the highest priority or the lowest.
What is Salesforce territory hierarchy?
The territory hierarchy shows a model's territory structure and serves as its main interaction point. Start from the hierarchy to create, edit, and delete territories; run assignment rules for territories, and navigate to territory detail pages for more information.
Why is territory management important?
Territory management can help spread out the workload for your sales team, allowing them to complete tasks more efficiently, build better customer relationships and increase the good-quality leads that they get.
How do you run filter based Opportunity territory assignment?
Run the Opportunity Territory Assignment FilterFrom Setup, enter Territories in the Quick Find box, and then select the territory settings.Verify these settings. ... From Setup, enter Territory Models in the Quick Find box, then select Territory Models.View the active territory model's hierarchy.More items...
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.
What is a territory model in Salesforce?
Your territory model record connects your territories, user assignments, and account assignments. After you create the record, Salesforce creates a territory hierarchy based on it. Then you access the territory hierarchy to complete most of your territory management tasks.
What is a territory type?
Territory type. Helps you group territories according to a common denominator such as core reps versus overlay, or named accounts versus geographic territories. Every territory you create has a territory type. You use territory types only to organize and create territories.
What is a territory type priority?
Territory type priority. Helps you choose the appropriate territory type for territories you create or edit. You create your own priority scheme. For example, 001 can indicate that a territory type is the highest priority or the lowest. Make sure that your scheme can scale as you add more territory types.
Why is territory management important?
And territory management keeps things fun, because it encourages healthy competition within your team.
How many active territories can you have at a time?
Indicates whether a territory is in the planning stage, in active use, or archived. You can have only one active territory model at a time, but you can create and maintain multiple models in planning or archived state to use for additional modeling or reference.
Does Ursa Major Solar have a territory management system?
Without a territory-management system in place at Ursa Major Solar, Lance Park has been keeping track of his sales territories via his own maps and spreadsheets. It’s not very efficient. Lucky for Ursa Major, Lance recently heard about the Enterprise Territory Management feature in Sales Cloud.
Is being territorial a good thing?
Sometimes being territorial is a good thing. For example, a sales team needs to keep track of who’s assigned to work which accounts, right? What better way to do that than to set up sales territories for the team?
1. Get a head start on territory planning
When planning sales territories, it's really important to get a fast start on the new fiscal year, which for us starts on February 1.
2. Plan for what you will need
We're growing at a rate of 25%–30%, so the way to continue to drive that growth as a company is to add that much distribution capacity — or about 25%–30% more salespeople — every year. That means we have to create room for all those new people, and have their territories ready so that when they are hired, there is somewhere for them to move into.
3. Avoid sales territory disruption
Another advantage of formulating the sales territory plan before the fiscal year starts is that it allows us to not have to recut every 30, 60, or 90 days to account for the number of AEs we have at that instant. The latter is a really, really disruptive way to do it.
4. Lessen your AE ramp time
As we hire AEs, they can jump right into a territory that's already been predetermined, as opposed to waiting around for a month or two while we decide if and how we can create another territory for them. They are also immediately assigned a territory that has already been pre-vetted and deserves to have an account executive dedicated to it.
5. Make data-driven decisions
We examine a ton of data. We look at industries. We look at the percentage of customers versus prospects in a territory. We ideally want to have a balance so that we avoid having two reps working right next to each other, where one has all the best accounts and no prospects and the one next door has all the prospects and no accounts.
6. Give every rep an equal chance
We also use data to ensure that every AE has an equal shot at quota attainment. There’s a couple of reasons for this. First of all, it allows us to retain more reps. We have lower AE attrition when more people are making their number or are close.
7. Shift your sales territories annually
This territory planning tactic is really a byproduct of our growth as a company and the number of people that we promote every year. Let’s go back to our annual practice of cutting all the territories that we will need before the year begins: That exercise alone means there are a lot of customers who are going to have a new rep.
Manage Sales Territories Easily with Salesforce Territory Management
Haidong Song may seem like a mild-mannered Director of Product Management, but he’s a superhero. At least to Charlie Sides and the thousands of other Salesforce users who can now incorporate Territory Management into their CRM.
Why Territory Management?
Companies use territory management to operate their business more efficiently by dividing accounts; usually territories are defined by geography. Territories are often covered by teams and many companies find a greater sense of team cohesion, morale, and increased sales when sales organisations are divided by territory.
Define, Review, Deploy, and Realign
Territory management is the process of allocating sales responsibilities across an organisation. The territory management lifecycle defines the process of managing territories into 4 stages: define, review, deploy, and realign. Defining territories is the first of the territory management lifecycle.
Why is Sales Territory Optimisation Important?
Companies see many advantages when dividing their sales into territories. First, territory management helps better cover the organisation's sales. Assigning specific reps to specific territories make sure of coverage throughout an area and allows the business to dIvide up the responsibility throughout the sales team.
Setting Up Territories in Salesforce Territory Management
Salesforce Territory Management allows territories to be defined through a set of rules. Classifying sales reps, sales managers, opportunities, and customers by territory, give another way to sort CRM data and gives executives a better picture of the business by area.
Sales Territory Plan
Being able to sort data by territory is an important feature of Salesforce sales territory mapping software. Instead of just having individual rep performance, or overall department performance, the data can be mapped out by territory.
