7 Important Features Of Salesforce Territory Management

1. Automated Assignment Rules

You can establish custom rules to assign accounts, leads, and sales opportunities to specific territories.

2. Territory Hierarchy

Salesforce lets you define a hierarchy of territories based on multiple factors, such as geographic location, earning potential or any other custom criteria.

3. Account Ownership

Salesforce helps you determine the ownership of various accounts and sales opportunities within the territories.

4. Forecasting And Reporting

This feature enables sales managers to forecast and gain valuable insights into the performance of sales reps, territories, and regions.

5. Data Sharing Rules

You can create rules for allowing your salespeople to only see information in their assigned areas.

6. Realigning Territories

Salesforce allows you to make changes in the sales territories as your business needs evolve or the market changes.

7. Territory Models

These are basically territorial structures, with which you can determine how they impact your business.

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