The Map Isn’t The Territory
The secret to effective sales: Put the right effort into the right activities and with the right customers. Don’t chase the wrong leads. Focus on the right accounts. And to ensure that, you need territory management.
Bend Territories to Your Sales Will
Work with Innoveer’s CRM experts to master territory management:
- Planning: Build annual or periodic sales activity plans to achieve account objectives
- Segmentation: Prioritize activities through customer categorization
- List Management: Identify targeted customers or prospects for specific actions
- Collaboration: Join forces with other customer-facing functions -- marketing, service, engineering -- to meet shared objectives
Cloud CRM Makes Territories Even Better
To sell more, use CRM for territory management and:
- Tie account planning to territory planning, aligned with commercial and product strategies
- Create a multi-channel strategy for account targeting
- Plan joint account activities and information-sharing with other customer-facing teams
- Drive account penetration by focusing efforts on the right accounts
Work With Innoveer
Need SFA Quickly?
Innoveer’s SFA Accelerator delivers a complete, cloud-based CRM program — using Salesforce.com or Oracle CRM On Demand — in less than 4 weeks. For a fixed price, benefit from account management, opportunity pipeline management, sales stage capabilities, activity and calendar management, pipeline reports, dashboards and more.
Optimize Sales Programs Or Perform A Health Check
Take SFA capabilities to the next level. Identify the best “next steps.” Innoveer’s brief workshop, based on our CRM Excellence Framework, identifies which next step will generate the biggest returns. Understand the time, cost and benefits of initiating or increasing your program’s results, such as improving territory or pipeline management or increasing overall automation and sales measurement.
Top 10 Steps To SFA Success
Successful SFA projects include business and management guidance not just technology. The big-picture perspective is important to remember. Review our “top 10” checklist for SFA success to see how your program compares to best practices and our benchmarks.
Success Story
Kronos Incorporated
Innoveer worked with the global leader in workforce management solutions to help redefine their territorry assignment process with an objective to implement rules and account-based territory management. The result was that Kronos could allocate accounts efficiently and clearly, provide data consistently, improve segmentation and lead delivery and avoid conflicts.
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Contact Innoveer for answers
Discuss specific CRM goals and requirements or see a demo. Understand what business outcomes you can achieve with new CRM capabilities.
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