How Territory Planning Helps Drive Sales and Service

Distribute sales opportunities and service requests among your reps who use Territory Planning. Optimized territories deliver improved sales and service, reduced operating costs, and higher employee morale.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled

Everyone in your company wins when you implement systems to improve sales and service productivity and efficiency. Those improvements help especially in terms of preserving and growing your workforce.

How Territory Planning Helps	What Sales and Service Operations Can Accomplish
Develop territories that give your company a competitive advantage.	Roll out sales and service strategies faster. Territory Planning features make it easy to: See your plans in a map view as you adjust for territories, accounts, revenue, and quotas, for example. Gather comments on territory plans from sales and service leadership. Share territories with reps in PDF files. Integrate with Salesforce using Sales Territories.
Respond to revised business goals.	Determine the best coverage for your company’s territories using scenarios, which helps operations consider and adjust for factors, such as: Staffing changes Drive time Updated performance goals Geographical considerations Your teams easily update territory models based on the scenarios that give your company optimal coverage—without importing from or exporting to external systems.
Optimize territories based on your business priorities.	Adjust territories so that sales and service records are accessible and logical based on actual travel time between locations. Using attributes that matter most to your company, select an optimization preference that factors in balance, continuity, and compactness.

How Territory Planning Helps

What Sales and Service Operations Can Accomplish

Develop territories that give your company a competitive advantage.

Roll out sales and service strategies faster. Territory Planning features make it easy to:

See your plans in a map view as you adjust for territories, accounts, revenue, and quotas, for example.
Gather comments on territory plans from sales and service leadership.
Share territories with reps in PDF files.
Integrate with Salesforce using Sales Territories.

Respond to revised business goals.

Determine the best coverage for your company’s territories using scenarios, which helps operations consider and adjust for factors, such as:

Staffing changes
Drive time
Updated performance goals
Geographical considerations

Your teams easily update territory models based on the scenarios that give your company optimal coverage—without importing from or exporting to external systems.

Optimize territories based on your business priorities.

Adjust territories so that sales and service records are accessible and logical based on actual travel time between locations. Using attributes that matter most to your company, select an optimization preference that factors in balance, continuity, and compactness.