Territory Management

Territory Management Planning With Better Control and Insight

With Salesforce, you get better control and deeper insight into your sales territories so you can easily define, administer, analyse, and change sales territories. From the simple to the most complex evolving sales territories, organisations across the UK and around the world use territory management planning tools from salesforce.com to match their specific organisational needs.

Sales Territories

Assign multiple hierarchical levels to your sales territories for better planning and management.

Territory Reassignments

Change territories, reorganise territory assignments, and reassign customers from one sales rep to another. Override territory assignments and retain ownership of old accounts even after you change territories.

Territory-Based Lead Assignment

Automatically route leads to the right sales territory and sales rep with lead queues and lead assignment rules.


Territory Roll-Up

Set up role hierarchies and sharing models to manage the roll up of information across territories.

Overlay and Matrix Territory Management

Set up your territories and assignment rules to support complex configurations such as matrixed organisational structures that are typically used for regional, industry, channel, or product overlay groups.

 
 

Salesforce’s Sales Management capabilities include features to manage many other core sales activities alongside Territory Management:

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