Territory management is a process that helps organizations by defining geographical territories based on factors such as sales, infrastructure locations and service delivery zones. Companies are managing this type of information today within spreadsheets and require a solution that helps build and visualize territories based on key metrics like revenue goals, market opportunities, custom client information, government areas, proximity to salespeople’s base location, etc.
Territory Builder is a data visualization tool which allows you to group postal codes (FSA or LDU) or municipalities together to create territories easily. With Territory Builder, visualizing and building territories on a Canadian map is as easy as uploading a CSV file of addresses or coordinates (x,y) and using 3 or 6 digit postal codes to define the boundaries.
Download the checklist to see the 4 ways Territory Builder is being used today.