Enterprise Territory Management in Salesforce
| What It’s Called | What It Does |
| Territory | Helps you organize groups of accounts an ... |
| Territory type | Helps you group territories according to ... |
| Territory type priority | Helps you choose the appropriate territo ... |
| Territory model | Represents a complete territory manageme ... |
What are the different types of territories available?
Let’s start by taking a look at the 3 types of territory available: Primary Territory: A Field Technician’s home patch, in which most of their work is carried out. Secondary Territory: A territory adjacent to the primary territory, where the Field Tech sometimes covers appointments.
How does Salesforce territory management work with SSOT?
Salesforce Territory Management allows users to create custom fields. These custom fields can be used to match the territory IDs in your SSOT. From there, Salesforce can create a clone of your SSOT hierarchy and sync at regular intervals.
What are the standard rules in Salesforce territory management?
The “ standard rules ” in Salesforce Territory Management should be enough for most companies to keep track of territories and their owners. Consider using assignment rules on formula fields if the standard rules aren’t flexible enough.
What is a sales territory?
It involves a geographic area or customer group over which either a sales team or an individual has responsibility. Usually, territories are defined based on the sales potential, its history, geography, sales potential, customer names, competitive activities, or a combination of these factors.
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How many territory models are there in Salesforce?
one active territory modelYou can have only one active territory model at a time, but you can create and maintain multiple models in planning or archived state to use for extra modeling or reference. Some states reflect a territory model's lifecycle and others indicate errors in processing when states are changed.
How do I create a territory type in Salesforce?
Create Territory TypesFrom Setup, enter Territory Types in the Quick Find box, then select Territory Types.Click New Territory Type.Enter a label and a description. In your description, make sure that you clearly indicate what kinds of territories belong to that type.Specify a territory type priority.Click Save.
How many territories can an instance of Salesforce have?
By default, each territory model can have up to 1,000 territories.
What is territory type priority?
Specifying and managing territory type priority information helps you choose the appropriate territory type for territories you create or edit. You create your own priority scheme. For example, 001 can indicate that a territory type is the highest priority or the lowest.
What is territory hierarchy?
The territory hierarchy shows a model's territory structure and serves as its main interaction point. Start from the hierarchy to create, edit, and delete territories; run assignment rules for territories, and navigate to territory detail pages for more information.
What is the difference between role hierarchy and territory management?
Role hierarchy affects sharing settings for all standard and custom objects in Salesforce. Territory Management only affects the sharing settings of accounts and the standard objects that have a master-detail relationship to accounts.
How many records can a Salesforce object have?
Required Editions Object rules default to 500 records per object. Salesforce doesn't limit the number of users per briefcase, but the number of records plus the number of assigned users does affect briefcase performance.
How many records a list can hold in Salesforce?
A list can hold 1000 elements(as per the limit).
How many groups we can create in Salesforce?
There is no limit to the number of members that can be added to a Group, but an individual User is limited to a max of 300 Groups - meaning he or she cannot be added to any more Groups if their Group participation has reached 300. Also, your org can have a maximum of 30,000 Groups.
What are territory types?
TypesCapital territory.Dependent territory.Disputed territory, a geographic area claimed by two or more rival governments. ... Federal territory.Maritime territory.Occupied territory, a region that is under the military control of an outside power that has not gained universal recognition from the international community.More items...
What is a territory model?
A territory model represents a complete territory management system for your company. Modeling lets you create and preview multiple territory structures and different account and user assignments before you activate the model that works best.
How do I assign a territory to a user in Salesforce?
Assign Users to TerritoriesFrom the territory model hierarchy, open the territory where you want to assign users.On the territory's detail page, in the Assigned Users related list, click Manage Users.On the Assign Users page, select or search for the user you want to add.Click Save.
How is territory management set up?
How Do You Activate Territory Management in Salesforce?Go to Setup.In the Quick Find box, enter territories then select Territory Settings.Click Enable Enterprise Territory Management.To start out, select the most restrictive access levels, then click Save.
What do you mean by sales territory?
A sales territory is the customer group or geographical area for which an individual salesperson or a sales team holds responsibility. Territories can be defined on the basis of geography, sales potential, history, or a combination of factors.
What is Salesforce Maps Territory Planning?
With Salesforce Maps Territory Planning, New Balance was able to look at critical business drivers, such as growth projections, customer engagement, and market dynamics, to identify the optimal territory mapping plan and realign staffing and territory assignments. It aligned account attributes with business priorities to balance territories and improve equitability. It managed models, territories, and assignment rules for reps, all within its CRM. As a result, New Balance was able to quickly publish new territory models and keep valuable revenue and territory data in a centralized place accessible to its entire sales team.
How do I create a sales territory map?
Your plan should start with your larger business goals in mind. As with any strategic endeavor, evaluate your progress and make adjustments over time.
What is sales territory mapping?
Sales territory mapping is the process of defining the area, sales, and revenue that your reps are responsible for targeting. If done properly, it can help you reach the right customers, hit revenue goals, and promote growth.
How do I optimize my sales territories?
The key to optimizing your sales territories is having the right tools and technology. Previously, sales leaders relied on spreadsheets, maps, and customer lists, but advances in intelligent sales territory mapping software allow you to weigh scores of variables and perform complex calculations to quickly create new territory structures and scenarios.
How To Create An Amazing Salesforce Sales Territory Plan For Your Team?
There are plenty of advantages of having a good sales territory plan whether you are starting from absolute scratch or looking to expand or redefine your existing strategy in the context of territory management.
Why is Salesforce Territory Management important?
Salesforce Territory Management is critical to the success of a business and its benefits are countless, including but not limited to increased responsiveness to emerging trends, efficient coverage of territories, and empowering your sales team . Territory Management is important to achieve targets, especially when sales managers have little ...
Why is mapping of territories important?
The primary task before any sales organization is to enhance the amount of time available with salespeople for selling products and services while ensuring the right product is sold to the right customer at the right place and price. Proper alignment of territories will result in improved career satisfaction, balanced workloads, and greater earning potential for salespeople. This, in turn, results in lower staff turnover, higher motivation, and more sales. Mapping of territories also offers route optimization capabilities that can enhance fuel efficiency, minimize travel costs, and increase the number of customers that are served by the field sales teams within their respective territories.
What do you want in a sales team?
When you are in charge of a sales team, you want everything to run smoothly as butter. You want your team to be the best and the sales to roll in, you want the business revenue to grow like wildflowers, and you want your sales team to be a happy one. Undoubtedly, that would have been the ideal scenario, the reality is often not as amazing. Your business targets may look almost impossible to achieve, your sales representatives may feel low on energy and motivation, and your sales may start to stagnate with no clear-cut reason. Guess what? It’s now the ideal time to start addressing the problems by formulating a series of action changes to bring your sales team right back on the track with Salesforce Territory Management.
What is a territory in sales?
Usually, territories are defined based on the sales potential, its history, geography, sales potential, customer names, competitive activities, or a combination of these factors. Sales Managers can maximize productivity ...
What are the problems with Territory imbalance?
Some of these include distorted compensation among representatives of your sales team, unfair distribution of sales potential among the sales team members, and reps quitting the work to find out reasonable and better compensation and work balance elsewhere.
What happens when a sales territory gets out of balance?
In the case of under-serviced territories, the salesperson or the sales team is spread thinly and this results in sub-optimal activity levels . Furthermore, those responsible for the territories would be overworked and will thus get less time with customers and therefore will seek out too few leads . In other words, the customers will leave the business and head to the competitors and this obviously means loss of sales opportunities.
What are Service Territory Types?
Service Territories are categorized into three types, evolving around a field technician:
What is relocation territory?
Relocation Territory: A territory where the Field Tech is sent for a period of a day or more, e.g. flown there by plane and staying in a hotel.
What are the key benefits of Salesforce Territory Management?
Salesforce Territory Management offers certain key benefits to the users. Here is a list of the Salesforce Territory Management key benefits:
How many active territory models can be created at a time?
One has only one active territory model at a time, however, it possible to create and maintain multiple models in planning or archived state which can be used for additional modeling or references.
What is Salesforce edition?
The Salesforce edition determines the total number of territory models one can create in production as well as a sandbox.
What is the importance of territory alignment?
With the right territory alignment, there are greater chances of seeing better results be it for career satisfaction, balanced workloads, and greater earning potential for the salespersons or even the organization.
How does a better sales territory affect customer satisfaction?
Undeniably, with a better sales territory, the business could cut substantially on the travel costs and time; this would let salesperson build better conversations and eventually better relationships with the customers.
Which model determines the forecasts hierarchy for territory forecasts?
It is the territory hierarchy in the active territory model which determines the forecasts hierarchy for territory forecasts as well.
Why is being territorial important?
Well, just the way being territorial can help you have a clear vision of the team’s work, it can also make your business processes more efficient.
Salesforce Territory Management is the Answer for you
In other words, We can say that planning and establishing sales operations are among the foundation steps of any business.
Salesforce Territory Management related terms
Salesforce Territory Management substantially adds to the overall revenue of businesses when all the market segments are covered.
What are the key benefits of Salesforce Territory Management?
Salesforce Territory Management offers certain key benefits to the users. Here is a list of the Salesforce Territory Management key benefits:
How to create Salesforce Territory Management?
Let us have a quick look at the steps to create Territory Management right from the beginning:
Conclusion on Salesforce Territory Management
When you think of comprehensive sales performance, Salesforce Territory Management significantly impacts it considering its innovation to the overall solution.
What is territory management in Salesforce?
Territory management enables your company to structure your Salesforce data and users the same way you structure your sales territories. Sales departments typically follow an organizational structure with the VP at the top, followed by Directors, Managers, and so-on.
How does Salesforce Territory Management streamline the process?
Salesforce Territory Management can streamline this process in two ways: rule criteria and customization.
What is forecast manager in Salesforce?
Forecast managers serve an important role in Salesforce Territory Management. Sales and revenue forecasts from child and lower-level territories roll up into higher-level forecasts for your organization. Only users with the Forecast Manager role have access to this information.
When was Salesforce founded?
The behemoth of the sales tech space, Salesforce was one of the first companies on the scene. Founded in 1999, Salesforce’s dedication to innovation and efficient sales through SaaS has made them popular with some of the largest sales enterprises in the world. Some of their customer base includes (RED), T-Mobile, Amazon Web Services, and Cisco.
Why is restricted access important in sales?
Restricted access to unnecessary data for each employee is important for the security of your information and ease for your employees.
Who do you assign Salesforce Territory Management accounts to?
Many companies that use Salesforce Territory Management assign accounts to the sales representative who is best equipped to handle them. These “named accounts” should follow a clear assignment process put in place by you and your company.
Can you use assignment rules in Salesforce?
The “ standard rules ” in Salesforce Territory Management should be enough for most companies to keep track of territories and their owners. Consider using assignment rules on formula fields if the standard rules aren’t flexible enough.
