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Territory Assignment

Territory Management Including Enterprise Territory Planning and Assignment

EMPOWER YOUR TEAMS WITH DATA-DRIVEN TERRITORY ASSIGNMENT SOLUTIONS

Territory Assignment is an app for Salesforce, available from the AppExchange, which simplifies and optimizes the management and assignment of sales and service territories within Salesforce-based organizations

APPEXCHANGE LISTING
Empower Your Teams with Data-Driven Territory Assignment for Unmatched Productivity and Effectiveness

WHAT?

  • Salesforce-Native App
  • Specially designed to integrate flawlessly with your Salesforce ecosystem.
  • Territory Configuration
  • Tools for defining, stamping, and standardizing your sales and support territories.
  • Operational Tools
  • Built-in features for channel management, assignment logic, and real-time monitoring.

HOW?

  • Customizability
  • Personalize territory definitions, rules, and assignment criteria to align with your business needs.
  • Streamlined Workflows
  • Utilize built-in automation for efficient work-item categorization and assignment.
  • Data-Driven Insights
  • Benefit from integrated Salesforce reporting for immediate analytics and tracking

WHY?

  • Increased Productivity
  • Save time and reduce manual effort through automation and tailored setups.
  • Enhanced Effectiveness
  • Improve decision-making and operational efficiency with real-time data
  • Unified Platform
  • Manage all your territory-related tasks and metrics in one integrated solution

Advanced Territory Assignment Rules

Territory Manager is an advanced, Salesforce-native app, designed to revolutionize your sales and support process. With features like flexible intelligent territory definition, address normalization, channel management and dynamic assignment rules, it brings unparalleled clarity to your operations. Empower your teams with data-driven territory assignment that boosts productivity and effectiveness. From automated logic to real-time analytics, Territory Manager is your fully optimized territory management solution.

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Territory Manager for Salesforce is like GPS navigation for road trips – you get where you need to be, right on time, and a lot less arguing en route!

Darren Carpenter,
Ortoo

USE CASES

Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Sales Territories

In complex sales organizations, define, stamp, and dynamically allocate leads and opportunities based on customized sales territories. Ensure that each lead or opportunity is assigned to the best-suited sales rep within the designated territory, optimizing conversion rates and sales performance.

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Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Service Territories

Elevate your customer service by matching every incoming case to the most appropriate agent within defined customer service territories. Shorten time-to-first-response and improve case resolution times, all while meeting SLA requirements. Result? Faster resolutions, superior outcomes, and delighted customers

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Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Channel Management

Streamline the management of your distributors, resellers, and other sales channels with Territory Assignment’s robust channel management features. Assign, track, and coordinate multiple sales channels within unified territories, ensuring harmonious operations and maximizing channel performance

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Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Dynamic Territory Assignment

Break free from simple, round-robin-based assignment processes and embrace the power of dynamic, data-driven territory allocation. This use case combines Territory Assignment, Q-assign and real-time analytics, to automatically assign incoming work-items to the most suitable person within predefined territories – taking into account variables like workload, expertise, and location. The result is a significant improvement in resolution speed and quality, ultimately leading to better productivity and performance.

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Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Territory-based Directories

With Territory Manager, create a centralized directory segmented by territory, enabling more effective resource allocation. Example 1: Food delivery companies can maintain a comprehensive “map” of all partnering restaurants, complete with delivery radii and menus. Example 2: Franchise Management – Franchisors can manage franchisee territories, ensuring non-overlap and adherence to corporate guidelines. Example 3: Retail – Chains with multiple locations can use it for inventory management, directing customers to the nearest store that has a specific item in stock.

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Territory Assignment Features

territory management

Flexible Territory Definition
Tailor your sales and support territories to meet your unique business objectives.

territory stamping

Territory Stamping
Automatically categorize leads and cases to streamline your territory management.

address normalization

Address Normalization
Ensure uniform and standardized address formats for seamless operations across territories.

channel management

Channel Management
Coordinate distributors and resellers (and suppliers) within a unified territory framework.

real time tracking reporting

Real-Time Tracking and Reporting
Fully integrated with Salesforce reporting tools for immediate analytics and insights.

advanced territory assignment rules

Advanced territory assignment rules
Deploy dynamic rules which assign the right work item (e.g. leads or cases) to the right Salesforce user at the right time.

hear what our customers have to say about our salesforce productivity apps
“We knew we needed to develop Territory Manager when we heard our customers saying, “Juggling sales territories in Salesforce is like herding cats.” Luckily we don’t need to automate a cat.”

James Wright,
Ortoo

territory assignment - Transform the way you manage territories. Empower your teams with data-driven territory assignment

GET STARTED WITH TERRITORY ASSIGNMENT

From $45 per user per month

Minimum 20 users. Volume pricing available. Discounts for Not for Profits. Contact us to discuss pricing details, bundling and terms. Get started with a FREE 30-day trial.

See Territory Assignment pricing details 

FREE 30-day trial

We offer a free, no strings, 30-day trial. That’s the full product, with all features enabled
FREE 30-Day TRIAL

Get a demo

We’d be delighted to give you a bespoke demo, tailored to your specific use case.
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Ask us anything

Questions about pricing? Need some feedback on your use case. Feel free to ask us anything
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FREQUENTLY ASKED QUESTIONS

What is Territory Assignment?

Territory Assignment is a Salesforce-native app available from the AppExchange, designed to simplify and optimize the management and assignment of sales and service territories within Salesforce-based organizations, enhancing productivity and effectiveness.

It is specially designed to integrate flawlessly with the Salesforce ecosystem, providing tools for defining, stamping, and standardizing sales and support territories directly within Salesforce.

Features include flexible territory definition, territory stamping, address normalization, channel management, real-time tracking and reporting, and advanced territory assignment rules for dynamic and data-driven allocation.

By automating and tailoring the setup of sales and service territories, it reduces manual effort, improves decision-making with real-time data, and manages all territory-related tasks on a unified platform, thereby saving time and increasing efficiency.

Yes, it offers high customizability, allowing you to personalize territory definitions, rules, and assignment criteria to align with your specific business needs and objectives.

Yes, it supports dynamic territory allocation by employing data-driven logic to automatically assign incoming work-items (like leads or cases) to the most suitable person within predefined territories, considering factors such as workload, expertise, and location.

Use cases include managing sales territories for optimized lead and opportunity allocation, service territories for efficient case assignment, channel management for distributors and resellers, and dynamic territory assignment for improved resolution speed and quality.

Salesforce-based organizations looking to enhance their sales and service processes, streamline territory management, and leverage data-driven insights for improved operational efficiency can benefit from using Territory Assignment.

Yes, there is a free, no-strings-attached 30-day trial available, allowing organizations to explore the full capabilities of the app before making a purchase.

Pricing starts from $45 per user per month, with a minimum of 20 users. Volume pricing and discounts for Not-for-Profits are available, and details can be discussed by contacting the sales team.
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