Salesforce Maps automatically balances sales territories by revenue and drive time, cutting planning from months to hours. Choose your optimization goal: balance accounts equally, minimize reassignments, or keep territories compact. Publish directly to Salesforce or as shape layers.
Without the right tools, it can take months to plan, carve, and deploy. Sales territories and companies often rely on guesswork, leading to missed quotas and frustrated reps. With Salesforce Maps territory planning, you can make use of an advanced optimization engine that automatically balances accounts across territories. When territories are unbalanced, you can easily optimize them. Simply choose the account attribute that matters most to your business, such as annual revenue. Make sure the territories are logical based on actual drive time between locations. Then choose whether you want the engine to prioritize balance, continuity, or compactness. Balance results in equal distribution of annual revenue between territories, continuity minimizes the number of account reassignments, and compactness results in the smallest possible territories. To get the most out of territory planning, you can start from scratch or take one of your existing territory models and adjust as needed. And since it's built on Salesforce, you have access to all your accounts, users, and reports. Easily select an area to reassign accounts or compare attributes with pinpoint accuracy. Control which columns are displayed to ensure that territories are equitable, and easily compare current and proposed account assignments to understand the overall balance. When you're done, you can publish as a territory model within Enterprise Territory Management or as individual shape layers within Salesforce Maps. And take the process of territory planning from months to hours, allowing your sellers to focus on what they do best, creating customers and closing deals. Blaze your trail with Salesforce.
