Category

Territory Planner
What’s the difference between a high-performing sales team and an underperforming one? While there are many factors that can make or break your ability to reach revenue goals, a solid territory plan is one of the most important. Poorly designed territories can lead to missed opportunities, underserved customers, and rep burnout. Optimized sales territories, however,...
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Territory planning often happens behind the scenes. For many sales orgs, it’s a spreadsheet project that’s squeezed between end-of-year goal setting and annual kickoff. But when it’s not done right, your territory plan can lead to consequences far beyond simple administrative headaches.
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The secret behind every successful sales team? A strategic territory plan. Without a clear plan, sales teams waste valuable time and energy by focusing in the wrong areas and on the wrong accounts. These oversights can lead to missed opportunities, poor performance, and wasted resources. Territory planning is invaluable for modern sales teams...
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plan and assess sales territories
As the 2024 fiscal year comes to a close, sales teams are faced with a mountain of time-sensitive priorities. One such priority is buttoning up the strategy for the coming year, especially in terms of building out your sales territories.  The key to sales success in 2025 lies in well-planned and carefully assessed sales territories....
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The Human Element of Territory Planning
Sales territory planning is not just about numbers and data. It’s also about the people involved—the sales reps, the customers, and other stakeholders.  Recognizing and understanding the human element of it all is crucial for creating effective and sustainable territory plans. Empowering Sales Reps Sales reps are on the front lines of executing territory plans....
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5 best practices for optimal sales territory planning
Sales territory planning is a process that has, historically, brought pain to organizations around the globe. What if we were to tell you it didn’t have to be that way? Of course, every organization has different needs and goals. But when it comes to territory planning, there are a few hard and fast best practices...
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what to look for in a territory planning software
One of the most important components to a sales operation is the way in which territories are handled. Planning and managing sales territories is not always an easy task. Because of this, many are turning to sales territory planning and management software to do the bulk of the heavy lifting.  Before making the jump, you...
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Territory planning is a critical part of your company’s go-to-market strategy. Without the right sales territories, you risk encountering a number of roadblocks throughout the fiscal year. Reps can be given too many or too few accounts, customers can be left behind, and big opportunities can be easily missed.  Because of all the challenges that...
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How-to-Overcome-the-Top-3-Territory-Planning-Challenges
As the year comes to a close, many businesses are finalizing their plans for next year. That includes the dreaded task of territory planning. Why is territory planning such a dreaded task, though? We’ve been asking that question for some time now. Throughout this year, we’ve collected responses to a survey all about territory planning....
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Territory Planner Fall 2022 Release
Since launching Territory Planner this summer, our team has been working around the clock to innovate the way our customers build, balance, and optimize their sales territories. Now, we’re excited to bring you the latest updates to Territory Planner in our Fall 2022 Release. The complete list of enhancements can be found in the link...
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