CRM · Solutions

Fix who covers which area, which dealers sit in it, and what is expected from it.

Territory Management fixes who covers which area, which dealers sit in it and what is expected from it. A beat is drawn by taluk, pin code or route and not by habit. When a salesman resigns, his towns are reassigned in an afternoon, and the dealer in Ranebennur is not left wondering who to call.

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What it is

Field sales in India runs on beats. Monday is Peenya, Tuesday is Nelamangala, and the dealer expects a face on a particular day. When the beat lives only in the executive’s head, it leaves with him.

Written down, a territory is a list of towns, dealers and customers with one person against it. Coverage stops depending on who feels like travelling where.

Inside the module

What territory management does.

Areas drawn your way

By taluk, pin code, city zone or a route the tempo already runs. Add branch, distributor or dealer category where you need it.

Every customer belongs somewhere

Each dealer, builder or shop sits in one territory. A new enquiry from that pin code reaches its owner without being argued over.

The beat plan

Which towns on which days, and which dealers are meant to be visited this month. The executive sees his own week.

Coverage, not just calls

Dealers not visited this month show up as a list. A big town covered only on paper becomes obvious.

Targets by area

Sales expected from each territory, against what came in, so a weak month can be traced to a place and not just to a person.

Handover in an afternoon

Reassigning a territory moves its customers, open deals and pending follow-ups together. Nothing is orphaned.

Who touches it

The people who open this every day.

Field sales executive

Sees today’s town, the dealers in it, their pending payments and what each last ordered.

Area or branch manager

Balances beats between his people and spots the taluk nobody has entered since February.

Owner

Compares what each area brings against what it costs in travel and salary.

How it fits

It is one part of a system, not an island.

A module earns its place by what it passes to the next one. These are the connections we set up most often.

Lead management
Contact and account management
Pipeline management
Collections and follow-up
Dealer and distributor portal

Already built in

Products that include it.

Wholesale and B2B Ordering Software

Built for you

How we would put it in.

Common questions

Questions owners ask about territory management.

Does it track where the salesman actually went?

It records the visit when he marks it on his phone, and a location stamp comes with it. Constant tracking is a different thing. It upsets good people, and we advise against it.

Is it a problem when two executives share one big city?

No, so long as the split is written. Bengaluru is often divided by zone or by dealer category and not by area. What matters is that one enquiry has one owner before anybody rings the customer.

How does this sit with incentive calculations?

Sales land against a territory as well as a person, so area incentives and beat allowances come off the same records. The rules stay yours. How they apply is a good thing to settle during the audit.

Is territory management pointless if we sell only in one town?

Mostly, yes. With one town and two executives, a customer list with owners is plenty. Territories start paying when travel costs money, when dealers expect a visit day, or when you are opening a district where nobody yet knows which dealer buys what.

Who needs it most

Businesses that ask for this.

Next to it

Modules that work with it.

Talk to us

Tell us how you handle territory management today.

A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.

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A reply within one business day
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