Intelestream Territory Management Tool Print E-mail
Intelestream, Inc., leading providers of CRM professional services and products is proud to offer Territory Manager, a tool that provides sales managers accurate and timely territory mapping capabilities.

Why Territory Management?

It is fair. Territory assignments allow an even distribution of leads and accounts for salespeople.

It saves money. By utilizing an efficient territory management tool, there is no overlap in sales coverage and sales costs are greatly reduced.

It enhances customer service. Customers are ensured adequate and evenly distributed servicing if they are divided into territorial categories.

It offers accurate performance evaluation. Sales representatives can be measured on an equal basis according to territories through reporting tools.

CRM Territory Management by Intelestream: Remarkable Capabilities

Visualize all territory criteria through Google Maps™ technology- built right into your CRM suite. All territory data is displayed on a map appearing on the dashboard. By interacting with the map, users can manually draw boarders or utilize the Intelligent Equalizer to assign territories.

Plan territories for teams and individual sales representatives. Develop extensive territory plans based on both teams and individual users. Team Assignment Screenshot
Lead Assignment Automation. Utilizing the criteria defined above, the Territory Management Tool automatically assigns incoming leads to the appropriate sales representative and or team. This allows even distribution and an efficient sales process.

Intelligent Equalizer Tool ensures balanced territory assignment. Sophisticated variables such as census data, total businesses, annual payroll, and key industry metrics are sorted according to county, state, and region.

Territory Manager
Territory Reassignment. One thing is certain, organizations change with sales reps moving on and acquisitions taking place.  In these scenarios it is often necessary to realign defined territories.  The Territory Management functionality supports an agile configuration that puts territory administrators in the driver’s seat- allowing seamless modifications that mirror changes in a company’s organizational structure.

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To see how the Territory Manager can be configured to enhance your business, contact us today.