Sales territory planning - improve sales performance by optimising and realigning your field sales territories, call planning, route scheduling and lead capacity planning

Optimise your sales territories and areas...

• What are the best sales areas for my force?
• Are our territories balanced to ensure viable and efficient field force operations?
• Where should I locate a new representative for better earning potential?

We can help...

Prospex territory planning software allows you to define and visualise sales catchment areas such as sales territories, franchise areas and delivery routes.

Use geography in combination with your own data (sales figures, head counts, depots and even customer demographics) to divide up a chosen area or the whole country into naturally balanced catchments. Use these territories with Prospex route planning functionality to then set priorities for visits by determining which is more important: number of visits, driving time, locations etc.

To assist in the manual process of creating catchment areas for all your outlets, our territory planning software also allows you to track live changes made to your sales areas.

Additionally, the software allows you to easily and quickly redefine territories if new factors  evolve i.e. a new rep joins the team.
With an optimised and balanced territory with fair earning potential, sales teams are happier and more productive!

Sales territory planning solution

Effective field sales territory optimisation is complex so let Caterlyst  help you.  We work with you to understand your sales process and specific challenges, then identify your customers by value, type, profile, etc., and see how their locations compare to high potential market hot spots and to sales person base locations.

We then create geographic regions - analytically balanced using the right data and demographics, together with optimised drive times so sales staff can spend more time with the right customers. We take account of each individual sales person's capability and performance, identify the best locations for recruitment, and can optionally help you optimise call schedules and routes that take account of required call frequency, seasonal trends, preferred call days... whatever you need.

No more headaches over redefining  catchments or mapping sales  territories by hand.  Doesn’t that sound nice?

Pricing

All territory mapping work we do is unique, so prices do vary. We only price work after we have discussed the details of the job with you and studied the data we need to use meaning you get a bespoke quote and only pay for what you need.

Contact us to get a quote for your next territory map project