how to use territory mangement salesforce

Steps to Enable Territory Management in Salesforce Create your territory hierarchy. Assign users to territories and create rules for account assignment. Preview your account assignments. Activate your territory model. Elements of territory management Territory Type

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What is territory used for in Salesforce?

• Enterprise Territory Management is version 2.0 of territory management. ...
• In territory management, if both account and the opportunity owner is assigned to a territory, then automatically the opportunity also gets assigned to the territory. ...
• Territory management integrates with customizable forecasting. ...

What does a territory manager do?

One of the most crucial duties of a territory manager is to encourage the sales team to provide the best results for increasing the company's profitability. Territory managers are conducting sales training, improving marketing strategies and approach, reviewing sales pitches, analyzing current market trends, and reaching sales goals.

Is Salesforce a good CRM in general?

The new Individual object in Salesforce CRM is a good start towards fulfilling the requirements of GDPR. Individual records are related tightly to any person record in Salesforce, be it a Lead, Contact, or Person Account. It is designed to hold personal data preferences and details for processing.

How does Salesforce administer Salesforce?

What is Salesforce Administrator

• Role of Salesforce Administrator in an organization.
• Characteristics of a Salesforce Administrator
• Description of Salesforce Administrator Profile
• The market of Salesforce Administrator Professional
• Future of Salesforce Administrator

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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 enable territory management in Salesforce?

Enable Enterprise Territory ManagementFrom Setup, enter Territories in the Quick Find box, and then select the territory settings.Click Enable Enterprise Territory Management.

What do you do in territory management?

Sales territory management is the comprehensive process of creating sales territories, assigning those territories to your reps, monitoring the performance of the territories, and making adjustments as needed to ensure they are as effective and efficient as possible.

How do I setup 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.

What are the benefits of territory management?

Key benefits of territory management include:The ability to use account criteria to expand a private sharing model.Support for complex and frequently changed sales organization structures.Support for transferring users between territories, with the option to retain opportunities.More items...•

How do I assign a territory to opportunity in Salesforce?

Assign a Territory Manually to an OpportunityOpen an opportunity record or begin creating an opportunity.In the Territory field, select the territory you want to assign.Save your changes.

How do you analyze a sales territory?

Now that you know what a sales territory plan is, let's dive into how to write one in five basic steps.Define your larger sales 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.

What is the function of territory manager?

Territory managers build and foster strong customer relationships within a particular region. They design strategies aimed at growing regional revenue by satisfying customer needs and special requests. Territory managers use consumer research to maximize potential revenues and gain the loyalty of their clientele.

How do you prospect a sales territory?

The best way to start a sales territory plan is to first look at your customers, leads and prospects.Define your market, analyze, and segment existing customers. ... Conduct a SWOT analysis. ... Set goals and create targets. ... Develop strategies to accomplish your goals. ... Review and track your results.

What are territory types?

TypesCapital territory.Dependent territory.Disputed territory, a geographic area claimed by two or more rival governments. ... Federal territory.Maritime territory.Occupied territory, a region that is under the military control of an outside power that has not gained universal recognition from the international community.More items...

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.

How do you activate a territory model?

Activate a Territory ModelPreview account assignments before activating the model.Open the record for the territory model you want to activate and click View Hierarchy.Click Activate. The model state changes to Activating while Salesforce processes your request.

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.

Why is territory management important?

And territory management keeps things fun, because it encourages healthy competition within your team.

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.

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?

What is Salesforce Territory Management?

Salesforce Territory Management allows Sales reps to create well-balanced and effective sales territories based on certain criteria. It provides the ability to create reports that can track the effectiveness of territories. Accounts can be assigned to territories, either manually or by setting the assignment rules.

How to manage territory?

How can Territory Management Increase Your Sales? 1 Save money and increase sales by optimizing resources – With sales territories, you can make sure you’re allocating your resources effectively. 2 Increase customer satisfaction with effective customer service – Service territory management ensures that you have adequate resources to cover the number of customers in each region. 3 Faster onboarding – With well-organized territories, it’s faster and easier to onboard new employees like sales reps. They can easily see who their clients and leads are and where they’re located.

What is a territory model state?

Territory Model State. The territory model state represents whether a territory is in the planning stage, 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.

What is the territory hierarchy?

Territory Hierarchy. The territory hierarchy defines a model’s territory structure and serves as its main point of interaction. You can start from the hierarchy to create, edit, and delete territories; run assignment rules for territories, and navigate to territory detail pages for more information.

What is a territory type?

Every territory you create should have a territory type. Territory types are basically used for organizing and creating territories.

How can accounts be assigned to territories?

Accounts can be assigned to territories, either manually or by setting the assignment rules. The key benefits of Territory Management are increased sales with complex structure, generate category wise sales reports, transfer sales reps between territories, and evaluate sales performance with greater accuracy. Author: AJ.

Why are forecast managers important?

Forecast managers are super important. Forecast managers serve an important role in Salesforce Territory Management. Sales and revenue forecasts from child and lower-level territories roll up into higher-level forecasts for your organization. Only users with the Forecast Manager role have access to this information.

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.

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.

How to track user functions within a territory?

Track user functions within territories by creating territory roles and assigning them to territoryusers as needed. For example, create roles such as Territory Owner, Sales Manager, Product Specialist,or Sales Representative. Users can even have different roles in different territories.

What is a territory model state?

Territory model state indicates whether a territory is in the planning stage, in active use, or archived. You can have only one activeterritory model at a time, but you can create and maintain multiple models in planning or archived state to use for extra modelingor reference. Some states reflect a territory model’s lifecycle and others indicate errors in processing when states are changed.

What is a rule in a territory?

A rule identifiesone or more characteristics you use to define that territory, and tells Enterprise Territory Managementto assign accounts with those characteristics to that territory automatically. Accounts are assignedto territories according to your rules automatically on account creation or update only if your territorymodel is in Active state.

How to set up a filter based opportunity territory assignment?

To set up filter-based opportunity territory assignment, first familiarize yourself with how it works. Then enable the feature. Next,you’ll define the Apex class that supplies the filter logic—using either our code or your own. If you are using our code, you assignpriority values to territory types and run the job that executes the Apex class.

What is a territory type?

Territory types help you organize your territories by key characteristics important to yourAvailable in: Developer andcompany. Every territory you create has a territory type. Territory types are used for organizingPerformance Editions andand creating territories only. They don’t appear on territory model hierarchies.in Enterprise and Unlimited

Can you delete a territory model?

Delete a territory model if your team no longer actively uses the model for territory managementor reference. You can’t delete an active territory. The model must be in Planning or Archived state.

Can you assign users to territories?

Assign users to the territories they operate in to sell products and services. You can assign users to territories that belong to modelsin Active or Planning state, though assignments made within Planning state models are for planning purposes only. They don’t affectuser access to records.