Another efficient approach in terms of managing a large volume of zipcodes is to create a custom object that contains these zipcode definitions. Each entry in the custom object maps a zipcode against a territory name. Create a lookup relationship between the account and the custom object that represents a custom zip code field on the account.
Full Answer
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.
How do I ensure equitable territories between sales reps?
Ensure equitable territories between sales reps: Accounts can be automatically balanced across territories using the attributes that matter most to your business. As a result, reps are assigned more equitable territories.
What is intelligent sales territory mapping software?
With intelligent sales territory mapping software, you’re able to: Align territories to your customer data: The software links critical account and user data to your mapping process, enabling you to design territory designs that take into account the needs of your customers.
How do I assign a territory in Salesforce?
Assign Users to TerritoriesFrom the territory model hierarchy, open the territory where you want to assign users.On the territory's detail page, in the Assigned Users related list, click Manage Users.On the Assign Users page, select or search for the user you want to add.Click Save.
How do I manage 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 I find territories in Salesforce?
On the Accounts or Opportunities tab, begin creating a list view. Give the view a name, and then specify My territories' or My territory team's in the filter criteria. Add other filters if you need them. Choose other fields you want to filter on, then select any other fields you want the list view to show.
What is territory model in Salesforce?
A territory model represents a complete territory management system for your company. Modeling lets you create and preview multiple territory structures and different account and user assignments before you activate the model that works best.
Which option is easier, territories or territories?
If only one person is working an account and all the opportunities, then the 2nd option is easier. If you in fact have a team of people working the account and opportunities, Territories is the way to go.
Can you see what territory is on contacts?
The only downside is that you cannot see what the territory is on the Contacts. You can expose the territory field on the Account and Opportunity. The downside to this, is it can be very cumbersome based on the number of territories you have.
Can you assign a lead to a specific user?
with leads you should be able to do this with lead assignment rules, where you can evaluat e criteria and assign the lead to a specific user accordingly. for accounts, contacts and opportunities you may need to create triggers on these objects.
Can you assign account owner based on zip code?
Your other option would be to use workflow rules that will assign the Account Owner based on Zip Code, then through your standard sharing settings, the user will have access to all the contacts and opportunities linked to the accounts they own.
What is Salesforce Maps Territory Planning?
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. It aligned account attributes with business priorities to balance territories and improve equitability. It managed models, territories, and assignment rules for reps, all within its CRM. As a result, New Balance was able to quickly publish new territory models and keep valuable revenue and territory data in a centralized place accessible to its entire sales team.
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.
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 I optimize my sales territories?
The key to optimizing your sales territories is having the right tools and technology. Previously, sales leaders relied on spreadsheets, maps, and customer lists, but advances in intelligent sales territory mapping software allow you to weigh scores of variables and perform complex calculations to quickly create new territory structures and scenarios.