Dynamics App Integration: For Effective Territory Management

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Dynamics App Integration For Effective
Territory Management
A sales territory is an area that is under the
charge of a specific sales rep or team.
Generally, companies create territories based on
a number of factors including data, potential,
geography, product, industry, demographics,
purchase history, past customer relations, etc.
To ensure the efficacy of your territory
strategies and assess their success, evaluating
how your sales teams are performing to achieve
defined targets is indispensable.
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• You may need to know not only about targets but
  also about
• How well are your reps handling their respective
  customers?
• Has there been a significant increase in
  opportunities in a particular territory?
• Are the sales reps experiencing work overload or
  underload?
• What is the geographical reach of a territory?
• Seems that you should have all this important
  information, doesnt it? However, volumes of
  sales data in monotonous excel sheets can assess
  data a really tough job. Here comes into play a
  full-fledged Dynamics CRM Mapping tool to save
  you that hassle. It helps your teams view their
  territories data on a map and manage operations
  from there.
• Read on to know how it helps streamline territory
  management.
• Instant Territory Creation
• With your Dynamics 365 map integrated with a
  mapping tool, strategizing and mapping your
  territories becomes an easy

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• task. Marking your territories is the first and
  most essential step in the direction of
  kickstarting your campaign.
• After mapping the regions, the sales manager can
  create territories and assign a rep or team to
  that area after taking into consideration a
  number of aspects like the number of clients,
  projects, etc.
• Simplified Visualization
• Since geographic distribution directly affects
  territory management, a Dynamics CRM Map
  extension can help with it. With a map
  extension, plotting your accounts, leads,
  contacts, etc. on the map within the specified
  territories becomes simplified. With just a look
  at the map, you can easily get detailed insights
  of highly valuable customers, customers
  demographic spread, low-sales areas, and more.
• Optimized Sales Rep Allocation
• At times, the assessment of data like revenue of
  a particular territory helps optimize team
  allocation.

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• Lets say, you have initially allocated several
  cities in a state to a sales rep. However, you
  found out that one particular city is performing
  much better and generating more revenue than
  others despite their high revenue-generation
  potential, you can let your sales rep focus on
  that city only. And assign some more sales reps
  to that territory to tap into potential leads
  from other cities.
• Decreased CRM Map - CRM Cycle
• By visualizing your prospects or leads as pins on
  Bing maps, your team members can easily update
  like Products, Revenue, Last Updated Status, or
  more right from within the map itself. As a
  result, updating data becomes simplified and
  speedier owing to the elimination of redundant
  steps.
• Minimized Revenue Fluctuations
• Any change in the market or assigning of a new
  sales rep to a sales territory may impact your
  existing clients in that area. By noticing all
  the fluctuations and assessing them thoroughly,
  the manager can take the necessary steps. For
  example, they can reassign such territories to a
  former sales rep to handle client relationships
  and generate good

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• revenue. Or try out some other strategy as the
  situation demands.
• Make Your Team Better and Stronger
• Your team is your real strength. If you
  distribute territories properly, training your
  sales reps becomes easier at minimal cost and
  time. As their targets would be clear and
  well-defined, it would help optimize workload
  distribution for you. This would thus lead to an
  increase in the teams overall efficiency, be it
  in terms of sales, interactions, profits, or
  clients.
• Balancing territories is a crucial aspect of
  territory management. Assigning a single team
  member to a large territory, they would have to
  work proactively to handle the clients of a
  large territory resulting in them getting
  overburdened. They may even fail to stay on top
  of all the clients at times and disengage them
  making them start considering other options. And
  the overall revenue may go down. On the
  contrary, if you assign multiple sales reps to a
  small territory, it may lead to wastage of
  resources and

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unnecessary investment resulting in an increase
in the overall cost. In both these scenarios,
sales managers can distribute team resources
across various territories and utilize the
individual team members potential better using
the Dynamics CRM m ap integration tool. So, it
is high time you provided your sales team with a
map integration tool to manage territories
better to unlock higher productivity.