登录查看更多内容

How can you stay organized when working in multiple territories?

由人工智能和领英社区提供技术支持

Working in multiple territories can be a rewarding and challenging aspect of outside sales. You get to meet different customers, explore new markets, and expand your network. But it also comes with some potential pitfalls, such as losing track of your tasks, appointments, and leads. How can you stay organized and efficient when juggling multiple territories? Here are some tips to help you manage your time and territory in outside sales.

此文章中的业界达人

由社区从 7 条内容中精选。了解更多

Songezo Cengimbo

Business Strategist | Xero Certified Advisor | Qualified Financial Accountant and Business Manager | Sell an…
Fajal Luckhman

Empowering Hospitality Tech & Maximizing Revenue | 17+ Years of Expertise in Business Strategy, Marketing & IT | Proven…
Aamir Khan

Business Sales Lead @ Corys Packaging LLC | Post Graduate in International Business . B2B , exports , Plastics…

1 Plan ahead

One of the keys to staying organized in multiple territories is to plan ahead. You don't want to waste time and money on unnecessary travel, missed opportunities, or overlapping schedules. Before you hit the road, map out your route, prioritize your prospects, and confirm your appointments. Use a calendar app, a CRM system, or a planner to keep track of your activities and follow-ups. Also, set realistic goals and expectations for each territory, and track your progress and results.

添加您的观点

Songezo Cengimbo

Business Strategist | Xero Certified Advisor | Qualified Financial Accountant and Business Manager | Sell an Experience, not Things
举报内容
OKRs differ with each territory. Identifying the key results helps monitor resources. These should also be in line with KPIs. Thus, part of the planning integrates assessing the opportunities and costs involved, as well as identifying key prospects and their availability. I hope this helps.

已翻译

赞
Fajal Luckhman

Empowering Hospitality Tech & Maximizing Revenue | 17+ Years of Expertise in Business Strategy, Marketing & IT | Proven Results Across the GCC
举报内容
Staying organized while managing multiple territories requires effective prioritization and utilization of tools. Implement a robust CRM system to centralize client data and track interactions across territories. Create detailed schedules and prioritize tasks based on territory importance and urgency. Utilize project management tools like Asana or Trello to track progress and deadlines. Delegate responsibilities where possible and maintain clear communication channels with team members in each territory. Regularly review and adjust strategies to adapt to changing market dynamics and maximize efficiency.

已翻译

赞
SAURAV KUMAR GHOSE

Regional Sales Manager -East | New Business Development, Key Account Management
举报内容
Tip #1: Devote your attention to each project individually. Tip #2: Take notes. Tip #3: Categorize tasks based on urgency and importance. Tip #4: Break down your project into manageable tasks. Tip #5: Use a PM tool to easily switch between projects.

已翻译

赞
Marcos Monterroso Godinho

CEO at Tikedo Spain | Global Executive | Managing Director | Board Member | International Expansion | Change & Transformation | Leadership | Industry | Retail | FMCG | Packaging
举报内容
Para mantenerme organizado al trabajar en varios territorios, utilizaría herramientas digitales como aplicaciones de gestión de tareas y calendarios compartidos para planificar mi agenda y coordinar mis actividades. También establecería sistemas de seguimiento para mantener registros precisos de mis clientes, prospectos y actividades de ventas en cada territorio. Priorizaría las tareas según la urgencia y la importancia, y establecería rutinas de revisión periódica para evaluar mi progreso y realizar ajustes según sea necesario. Además, procuraría mantener una comunicación clara y constante con mi equipo y clientes en todos los territorios para garantizar una ejecución efectiva de las estrategias de ventas.

已翻译

赞
Simon Frimpong BMS,MSc

Digital content creator l Business Manager l Sales Coach l Project Manager l Business Consultant l Data Analyst l Brand Activation Manager l EDGE Dialogue
举报内容
To stay organised understand ; 1. The frequency of visits for these multiple territories 2. You determine the frequency of visits by the priority or contribution of each territory to your overall targets and the potential of each territory. 3. Effective Route Planning- Plan to visit your farthest route first..This will help you in your time management. 4. Have a list of top 50accounts,25 accounts by segment and route that contrirbutes to your largest volumes. 5. Segmentation of your territory is important.

已翻译

赞

2 Segment your territories

Another way to stay organized in multiple territories is to segment them based on criteria such as location, industry, size, potential, or stage in the sales cycle. This will help you focus your efforts and resources on the most promising and profitable segments, and avoid spreading yourself too thin. You can also tailor your sales pitch, marketing materials, and solutions to each segment, and increase your chances of closing the deal. Segmenting your territories will also help you allocate your time and budget more effectively, and optimize your travel expenses.

添加您的观点

Songezo Cengimbo

Business Strategist | Xero Certified Advisor | Qualified Financial Accountant and Business Manager | Sell an Experience, not Things
举报内容
Segmenting territories depends on a number of factors: -How far apart are the locations? -Are the barriers similar or different, if they are different do I need extra resources? Are the barriers worth the results? -How will the territories impact my KPIs? -What is my market share in these territories? These are some of the points that will guide you through knowledge-based segmentation.

已翻译

赞

3 Communicate effectively

Communication is vital for staying organized in multiple territories. You need to communicate regularly and clearly with your customers, prospects, and colleagues. You don't want to lose touch with your existing accounts, or miss out on new leads or referrals. You also don't want to create confusion or conflict with your team members or managers. Use various communication tools, such as email, phone, text, video, or social media, to stay in touch and update your contacts. Also, use feedback, questions, and testimonials to build rapport and trust with your customers and prospects.

添加您的观点

4 Automate and delegate

One of the benefits of working in multiple territories is that you can leverage technology and teamwork to automate and delegate some of your tasks. You don't have to do everything by yourself, or waste time on repetitive or low-value activities. You can use software, apps, or platforms to automate your email campaigns, lead generation, data entry, reporting, or invoicing. You can also delegate some of your tasks to your assistants, colleagues, or partners, such as scheduling, research, follow-up, or customer service. This will free up your time and energy for more strategic and creative aspects of your sales process.

添加您的观点

5 Review and adjust

Finally, staying organized in multiple territories requires constant review and adjustment. You need to monitor your performance and results, and evaluate what works and what doesn't. You also need to adapt to changing market conditions, customer needs, and competitor actions. You can use analytics, surveys, or feedback to measure your effectiveness and efficiency in each territory, and identify your strengths and weaknesses. You can also use best practices, tips, or training to improve your skills and knowledge. By reviewing and adjusting your strategy and tactics, you can stay ahead of the curve and achieve your sales goals.

添加您的观点

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

添加您的观点

Aamir Khan

Business Sales Lead @ Corys Packaging LLC | Post Graduate in International Business . B2B , exports , Plastics Packaging, Sustainable Packaging , Industrial Packaging Shrink Hood , Pallet covers , Shrink films
举报内容
Few of the key points to keep in mind * Ensuring delegation of tasks are properly understood. * Keeping team well informed about the market intelligence. * Ensuring customer’s feedback is properly addressed . *Healthy relationship between the team and managers. * Serious follow-ups on daily reports & making sure everyone in team proactively takes part in even minute activities which enhance customers satisfaction.

已翻译

赞

Outside Sales

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

How can you stay organized when working in multiple territories?

1

2

3

4

5

6

1 Plan ahead

2 Segment your territories

3 Communicate effectively

4 Automate and delegate

5 Review and adjust

6 Here’s what else to consider

Outside Sales

给文章评分

感谢您的反馈

更多Outside Sales相关文章

更多相关阅读内容

How can you stay organized when working in multiple territories?

1

2

3

4

5

6

1 Plan ahead

2 Segment your territories

3 Communicate effectively

4 Automate and delegate

5 Review and adjust

6 Here’s what else to consider

Outside Sales

给文章评分

感谢您的反馈

查看其他技能