Efficiently Designing Sales Territories with Salesforce Territory Management 2.0

Strategy, SystemsLeave a comment

Efficiently Designing Sales Territories with Salesforce Territory Management 2.0 Why designing sales territories? There are many ways to design sales territories within Salesforce. In small companies, sales representatives have a list of accounts they own, and own the opportunities related to these accounts. This list can be updated by the sales director each quarter. Ownership…

Streamlining Sales Territory Management in Salesforce

StrategyLeave a comment

Streamlining Sales Territory Management in Salesforce Territories benefits remain a bit gloomy for many people. In this post, I’ll explain why developing and maintaining sales territories in Salesforce is essential.  Territory implementation means assigning one or many users for each account. Thus, having a table with “accounts” in column A and account owners in column…