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sales territories
Few business processes are more geographically important than the design and management of your sales territories. Managing your team’s sales territories is very necessary but doing so with spreadsheets and arbitrary boundaries may be a painstaking experience. Territory management allows organizations to operate their business more efficiently. By dividing and conquering large sections of the...
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“Territory management” – everyone’s talking about it but is everyone doing it? And, if they are, are they doing it correctly? We venture to say no and no. And, we’ve got some tips to help you out. First of all, if you do not currently implement a territory plan, we would encourage you to check out...
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You’ve got your plan laid out for the year; your goals are set and you’re ready to carry them out. Great! Now you’ve just got to pull the trigger and act on that plan. And that’s where you may hit a wall. It might be a short wall, but a wall nonetheless. You can have...
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ClassPass Inc. is a premier digital subscription service that makes finding and booking fitness classes easy and straightforward by providing localized options through their mobile app. They currently operate in 50 cities in the U.S., U.K., Canada and Australia and have generated 45 million class reservations to date. With a massive user-base and plans to...
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At their core, New Year’s resolutions are about shaping better habits, both personally and professionally. While Geopointe can’t help you slim your waistline, it can certainly help you build healthier professional habits – especially for those in sales. Use these five tips to Shape Up Your Sales Process:
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  Few business processes are more geographically important than the sales territory. Managing your team’s sales territories with spreadsheets and arbitrary boundaries is a painstaking experience. Using Geopointe’s map to geographically visualize, define and even out territories will simplify your job, guaranteed. Forget the old way you used to build sales territories. Geopointe is the graphical solution...
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Search and Analyze Data
Geopointe’s visual capabilities make your Salesforce data shine, either on its own or when paired with other data. To help give you ideas for how your company may use Geopointe, here are a few possible maps you can create with our basic functionality. Color your data in a way that will be useful to you at a quick...
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Sales territory
With territory management, Salesforce supports the ability to assign and share accounts with specific users based on field criteria. If your territories are cleanly divided by a single field, then you might have already made use of this feature, but in most real world cases territories are not so clearly split. Since territories cannot always...
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