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COURSE OUTLINE
Importance of Territory Planning
Salesforce as a Resource
Concept of Return on Time Invested (ROTI) &
Return on Sales (ROS)
Time Management for Sales Personnel
Traditional Process of Territory Planning
Gather Data and Create a Map
Perform Market Analysis
Include Leads/Prospects (CRM data, Marketing
Plans, Census)
Categorize Accounts & Assign Customer
Develop a Servicing Strategy (Frequency Servicing,
Key Acct Strategy, etc)
Realign Territories (Geographic or Channel)
Finalize Route List
Establish Feedback Mechanism
Essential Factors
Optimizing Sales Territories
Producing Individual Territory Maps (Route List)
Calculating Routes & Plot Location
Advance Technologies
Sales Force Automation
Customer Relationship Management Systems
Route Optimization using RoadNet Technologies
Powerful Benefits
Pinpoint areas of greatest opportunity and
minimum penetration
Know how to boost sales by making a contact plan
to target more customers and prospects
Concentrate on new sales opportunities while
growing existing customer base
Focus sales efforts on the 20% of customers who
will generate 80% of your sales
Reduce turnover and hiring costs by creating
equitable territories
Maximize selling time by minimizing travel time and
associated costs
Know how to discover new opportunities before
your competitors do
Expand coverage to new geographic areas
Meet management goals and objectives
Manage resources and generate more revenue per
coverage area
WHO WE ARE
In1Go Solution Inc. is a 4PL consulting firm with its own
operational center and IT support. We know the distribution landscape like the back of our hands. We have
mapped retail outlets across the country and have
designed several servicing infrastructures.
www.in1go.net
cust_serv@vitalink.com.ph