Territory management is an essential part of any field sales management job. However, even best-selling CRM systems overlook this important tool, or the feature is “not enabled by default” or “optional” (i.e. more expensive).
Mapping capabilities give field operations and outside sales managers the ability to view customers on a map and assign them to reps, taking the guesswork out of territory management, but is considered a “premium” feature.
There are many field activity management tools on the market these days and many of them have, in addition to standard territory management, CRM capabilities and/or the possibility to connect with existing CRMs through APIs and export/import.
When shopping for a field activity management system, companies must consider the ease of assigning territories to outside reps. Take a look at this video an see how straightforward it is to assign territories on VisitBasis Retail Execution, the only pay-as-you-go of such systems on the market:
VisitBasis Retail Execution is a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field activities, including field sales, merchandising, field marketing, auditing, inspections, mystery shopping, surveying, POS asset management, training, sampling, and product demonstrations, among others.