Some companies take a proactive approach to sales territory management by reviewing their sales territories every year. The year’s performance may lead to small changes in sales territories, requiring sales territory realignment and new sales territory maps.
A number of situations have the potential for causing decreased sales productivity, missed customer opportunity, and confusion and competition among sales people.
If any of these situations apply to your company, then sales territory alignment using visual, geographic tools or expert analysts can help you quickly align and optimize sales territories. Use the table below as a guide to know the level of sales territory management required.
Factor |
You need to optimize territories |
You need to re-align and manage territories |
Scope of the sales changes |
Large |
Small to medium |
Nature of the sales changes |
Strategic or environmental |
Normal course of business |
Customer relationships |
Accounts can be evenly distributed among sales team |
Sales reps must maintain relationships with specific accounts |
Examples of need to update |
Strategy or business conditions- acquisition, channel change, high sales turnover, major reorganization, new products |
New or lost customers, personnel changes, small organization changes |
This executive sales brief offers a step-by-step decision process to help you choose between licensing software or contracting for analytical services to optimize sales territories.
Download executive brief
Discover the benefits of balanced sales territories.
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