---
schema_version: "1"
id: 9b0c0828862395c56b3363b424039b55d3dea927aa7811f80b0ce14dc5810e71
title: How Territory Planning Helps Drive Sales and Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_welcome_how_it_helps.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_welcome_how_it_helps.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cc34432a29bb4a5d0d6e876cc799e4cbe7641b5f14f730e5508510f76f160152
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></td></tr></tbody></table>

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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:24.44987775061125%">
        <col style="width:75.55012224938875%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d95102e78">How Territory Planning Helps</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d95102e81">What Sales and Service Operations Can Accomplish</th>
        </tr>
      </thead>
      <tbody>

        <tr class="">
          <td data-label="How Territory Planning Helps" class="slds-cell-wrap" style="vertical-align:top;" headers="d95102e78 ">Develop territories that give your company a competitive advantage.</td>

          <td data-label="What Sales and Service Operations Can Accomplish" class="slds-cell-wrap" style="vertical-align:top;" headers="d95102e81 ">
            <p>Roll out sales and service strategies faster. Territory Planning features make it easy to:</p>
            <ul>
              <li>See your plans in a map view as you adjust for territories, accounts, revenue, and
                quotas, for example.</li>
              <li>Gather comments on territory plans from sales and service leadership.</li>
              <li>Share territories with reps in PDF files.</li>
              <li>Integrate with Salesforce using Sales Territories.</li>
            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="How Territory Planning Helps" class="slds-cell-wrap" style="vertical-align:top;" headers="d95102e78 ">Respond to revised business goals.</td>

          <td data-label="What Sales and Service Operations Can Accomplish" class="slds-cell-wrap" style="vertical-align:top;" headers="d95102e81 ">
            <p>Determine the best coverage for your company’s territories using scenarios, which helps
              operations consider and adjust for factors, such as:</p>
            <ul>
              <li>Staffing changes</li>
              <li>Drive time</li>
              <li>Updated performance goals</li>
              <li>Geographical considerations</li>
            </ul>
            <p style="margin-bottom:0;">Your teams easily update territory models based on the scenarios that give your company
              optimal coverage—without importing from or exporting to external systems.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="How Territory Planning Helps" class="slds-cell-wrap" style="vertical-align:top;" headers="d95102e78 ">Optimize territories based on your business priorities.</td>

          <td data-label="What Sales and Service Operations Can Accomplish" class="slds-cell-wrap" style="vertical-align:top;" headers="d95102e81 ">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.</td>

        </tr>
      </tbody>
    </table>