You're looking to manage sales territories more effectively. What are the best tools to help you do it?

When we have tools they should helps us to move from being "efficient" to "effective". The software or tools should be able to analyze the past data and tell us how to be effective

Sales Territory Management Software is a type of technology designed to assist sales teams in effectively organizing, optimizing, and managing their sales territories. These platforms provide tools and features to enhance the overall efficiency and performance of sales representatives by streamlining various tasks related to territory management. Visualization tools that allow sales teams to map out and define sales territories based on various criteria such as geography, demographics, industry, or sales potential. Analytics tools that provide insights into the performance of different territories, enabling sales managers to make informed decisions based on key metrics and data.

Sales is one of the dynamic field which sets you apart from the rest. Everything else can be taken over by AI apart from a salesperson. For selling a software or AI tools you need a sales representative for that as well. Tools will depend how big a company is along with spending capacity. If some one wants to start from scratch or starting a boot strap start up, you need 3 basic things only- 1- An excel sheet to capture the target companies. 2- Tele calling on those companies by spending an hour preferably in the first half. 3- Three follow-ups every day. If more than three required and still the lead is cold ,consider it as lost.

For effective sales territory management, consider CRM software like Salesforce or HubSpot for customer data and pipeline management. Use mapping tools such as Google Maps or Badger Maps for visualizing territories geographically. Analytics platforms like Tableau offer insights, while specialized tools like AlignMix aid in territory design. Workflow automation with Zapier or Workato, along with communication tools like Slack, enhances coordination. Mobile sales apps and AI-powered tools like Clari provide on-the-go access and predictive analytics for optimized performance.

To manage sales territories in a CRM, for example HubSpot you can opt to create different DEAL PiPELINES for each country you are doing sales in. For better visualisation you can use DataBox software and integrate it with your google analytics and HubSpot to get a complete overview of all analytics based on regions.

I would strongly recommend beta testing with your sales force. If that’s too many people, choose a subset of experienced sales reps to test the software before investing. Regardless of the software’s reporting capabilities, the software will be an expensive failure if sales reps don’t embrace it or fail to use it properly. The sales reports that Management thought would be nice to have will be inaccurate. Find ways to engage your sales reps and make them part of the software buying process. A company can improve utilization rate, encourage early adoption, and manage necessary change when “influential” sales reps have part ownership in the buying decision of a tool that you need them to use!

Choosing the right sales territory management software is crucial for optimizing your sales operations and maximizing efficiency. Clearly outline your business requirements and objectives. Identify the specific challenges and pain points in your current sales territory management process that the software should address. Consider whether the software can scale with your business as it grows. User-friendliness is essential for successful adoption. Check if the sales territory management software integrates seamlessly with your existing CRM, marketing automation, and other relevant tools. Ensure the software provides clear visual representations of territories and associated data. Verify the software's data accuracy and reliability.

When deciding on sales territory management software, it's crucial to tailor your choice to your team's needs. Think about scalability, how well it integrates with your current tools, and features like territory mapping and real-time analytics. Don't forget about the practical aspects, such as mobile accessibility. Make sure it fits your budget, and check for solid customer support to ensure a smooth implementation.

Usually this is difficult unless in a senior position, or one where you can decide what software to use. Instead, it is more interesting in my opinion to leverage the software and tools available to see how they can best fit to international sales needs.

For sales operations and field management, sales territory mapping software can help to visualize and analyze sales territories, allowing for more informed decisions about how to best allocate resources and prioritize sales efforts. Adding on is the data analytics tools that can help to analyze customer data and identify trends and patterns in sales performance, enabling sales teams to make better decisions about how to allocate resources and improve sales performance.

Salesforce Territory Management: Salesforce is a widely used CRM platform that includes robust territory management features. It allows businesses to define, view, and manage territories based on various criteria such as geography, product lines, or customer segments. Badger Maps: Badger Maps is a field sales optimization tool that includes territory management features. It helps sales teams plan routes, manage territories, and visualize their data on maps for better decision-making. Spotio: Spotio is a field sales enablement platform that includes territory management features. It helps sales teams plan their territories, track activities, and optimize field sales operations.

There are several sales territory management software solutions available, each offering a range of features to help businesses organize and optimize their sales efforts. Some examples are: Salesforce Sales Cloud MapAnything Badger Maps OptimizeRoutes Zoho CRM Map My Customers DivvyHQ eSpatial Geomap Territory Mapper However before selecting a specific sales territory management software, it's important to access your organization's unique needs, consider the features offered by each solution and evaluate user reviews and feedbacks to ensure the chosen software aligns with your business goals.

Some popular sales territory management software includes Salesforce, HubSpot, and MapAnything. Salesforce offers robust features, customization, and integration capabilities. HubSpot provides user-friendly tools with CRM integration. MapAnything specializes in visualizing territories on maps, aiding in effective sales planning and management. Choose based on your specific needs, considering features, ease of use, and integration capabilities.

When it comes to suggesting examples of STMS, I highly recommend: 1. Salesforce Maps: Enhances sales productivity with dynamic territory planning and optimized routes. 2. Badger Maps: Maximizes field sales efficiency with route optimization, lead generation, and customer insights. 3. MapAnything: Provides comprehensive mapping solutions for Salesforce users to streamline field operations and enhance location-based decision-making. 4. GeoPointe: Enables Salesforce users to visualize and manage their data geographically, improving sales territory planning and optimization. 5. OptiMap: Optimizes routes and schedules for field teams, minimizing travel time and maximizing productivity.

From early on in my sales career, in order to manage global opportunities i utilised excel. This simple to program and use software allowed me to keep on top of follow up and prioritise. Nothing is simpler than using pen and paper, but software does help tonraise the bar and start having a manual solution!

At the beginning of my career, fancy software wasn't a thing yet. So, I grabbed a trusty Excel spreadsheet and used it like a mini-CRM. I kept track of all my customers, their conversations, and even sales numbers. It wasn't easy, but it worked! I could connect with clients, follow up on deals, and even make basic reports to help me decide what to do next. It helped me to learn that even without fancy tools, being smart and resourceful can get you far like I'm now!

In my experience, a territory management software that provides offline access capabilities ranks higher on my list due to the peculiar nature of my territory that have limited or no internet connectivity. Another feature I cherish is one that fosters collaboration within the sales team. Examples are team communication, shared calendars, and collaborative document editing. These features promote team bonding and enhance team coordination.

Customer Relationship Management (CRM) tools like Salesforce, HubSpot CRM, and Zoho CRM help organize customer data, track interactions, and manage leads, providing insights into your sales territories effectively