Intelligent Territory Alignment Software
Design and align sales & service territories with a data-driven territory management solution.
Territory mapping can be tedious, messy and inefficient, but it doesn't have to take days or result in imbalanced territories, your reps complain about.
Align & Optimize Your Territories with Ease + Intelligence
With territory alignment software, you can create fair and balanced territories that eliminate overlap, minimize drive time and maximize coverage, all the while boosting your field team's performance.
Seamless Integration with Your CRM
Align & Optimize Your Territory Design
01.Visualize & Analyze
Visualize and analyze your customer & performance data on a map to asses the strengths and weaknesses of your territory design.
02. Align & Design
Automate alignment. Use weighted and custom metrics to create compact, balanced and equitable territories, tailored to your business, in minutes, not days.
03. Rebalance
Leverage real time data to quickly reassess and rebalance your alignment. Send territory adjustments back to your CRM or team in seconds.
A Data Led Approach to Territory Mapping
Gain Valuable Territory Insights with Map Based Analytics
Visualize CRM data on a map and quickly assess your team's performance against your territory design. You can compare and analyze each rep's or territory's performance using charts, graphs, heat maps, bubble maps and thematic maps. Quickly hone in on what areas need more coverage, what reps need more resources, and optimize your team's overall field performance.
Tailor Your Alignment with Custom Metrics
Use unlimited KPI’s and custom metrics with geographic and census data, to tailor your alignment to your business. You can fulfill your business objectives by applying weights and filters to focus in on specific geographies or fields. An intuitive mapping interface helps you test out different spatial scenarios, adjust alignments, and send updates back to your team in seconds. Work smarter, faster, and uncover new revenue potential.
Balance Your Territories.
Improve Performance.
Reduce Costs
Reduce travel time and expenses, allowing reps to focus on what matters most.
Optimize Resources
Ensure the efficient deployment of resources and eliminate overlap.
Expedite Realignment
Quickly respond to changes to your team or geography by automating realignment.
Increase Employee Satisfaction
Balance your team's earnings and workload and improve employee retention and morale.
Improve Customer Service
Make sure no money is left on the table by matching the right rep to the right account and enabling more face-to-face interaction.
Drive Revenue
Uncover new opportunities and increase ROI's through data driven alignment.
Territory Mapping Doesn't Have to Be a Headache
Balance, optimize, and manage your territory alignment with ease.
Straightforward Mapping & Analytic Tools
Data & Display Filters
Lasso Tool
Radius Selector
Map Reports
Performance Reports
Easy-to-Use Management Features
Assess and implement changes to your territory alignment in minutes
Integrate with Your CRM
including Salesforce and Hubspot
Visualize Data on a Map
Optimize Metrics
with filters and weighted balances
Get Real Time Data from the Field
Quickly Deploy Changes
Generate Change & Performance Reports
Easy to Use, Easy to Deploy
01.
A dedicated account manager is assigned to your account from day 1
02.
Get help inputting your data and syncing with your CRM
03.
Receive specialized training to help onboard your team
How Territory Mapping Can Serve You
Franchises
- Track performance across franchisees
- Use demographic data to determine new site locations
- Tailor inventory and marketing to local demographics
- Optimize shared resources, including staff, across franchise locations
Field Sales
- Strategically assign the right reps to the right territories, eliminating overlap
- Balance workloads and revenue, boosting employee & customer satisfaction
- Increase sales by minimizing drive time and maximizing time selling
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Field Service
- Visualize work orders, business assets and performance metrics on a map
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- Create balanced territory alignments
- Quickly and efficiently deploy the right resources to the right accounts
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- Reduce time on the road and increase output​
Home Healthcare
- Assign the right personnel to the right patients
- Monitor workloads and travel times to ensure balanced assignments
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- Decrease drive time and increase patient visits
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Request a Demo
Schedule a demo to experience the ease of intelligent territory mapping.