Sales Territory and Sales Settings

A sales territory is a geographical area or a customer group or an industry segment that is assigned to a particular salesperson or a sales team. The geographical area based sales territory maps salespersons or sales teams to a country, state, city or a specific geographic area. A customer group based sales territory maps salespersons or sales teams to customer groups like retail, wholesale, commercial or government entities. Industry segment based sales territory maps salespersons to specific industry segments like telecom, oil and gas, manufacturing etc. In large enterprises a combination of these criteria can be used to define sales territory.

It is important to thoughtfully design sales territories considering various factors and map salespersons so that each territory is neither under-serviced nor over-serviced. Sales territories need to be redefined in response to changing business conditions.

In this video tutorial we will cover below topics.
1. Map sales territories
2. Understand territory-wise sales planning
3. Tag territories, salesperson and sales partner in sales transactions
4. Configure Selling settings

Click on the link below to register for this course.

[sureshthakor]

Appreciate for initiate video tutorials.