Territory Management Datasheet

Datasheets that provide the latest information for understanding how LeanData is helping businesses master their complicated lead-flow process.

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Automate Routing Based On Sales Territories Companies typically manage a complex sales team by organizing them in territories that are mapped to an individual salesperson or a team. Sales territories can be defined based on parameters such as product lines, size of the company, industry segments, geography, sales potential, or a combination of these factors. LeanData brings you the easiest way to ensure that your Salesforce Leads, Contacts, Accounts, and Opportunities are automatically routed based on these territory definitions. LeanData Territory Management allows you to easily set up and maintain existing territory mappings and then leverage the visual FlowBuilder interface to assign Leads and other objects based on territories. With Routing Insights you can also see how leads are being routed by territories and step up marketing campaigns in regions that are not getting enough leads. With LeanData, sales and marketing teams align and manage custom business segments and sales territories to accelerate revenue. PRODUCT SHEET | TERRITORY MANAGEMENT Territory Management can help organizations in the following ways: • Distributing Leads Based on Geo, Industry, or Product Line: Create and maintain territory segments based on these factors and assign leads to reps who are in charge of or experts in their territories • Segment Demand by Prospect Type: Assign leads and other objects based on the kind of company the Lead represents e.g. SMB versus Mid-Market versus Enterprise • Optimize Lead-Gen by Territory: Use territory assignment reports to see where you need to focus your demand-gen efforts and if strategic growth regions are getting enough leads ®

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