Sold by: Ascent Cloud
Territory Planner simplifies creating and managing sales territories with features like the Territory Optimizer and Shape Editor, allowing seamless integration with CRM systems.
4.5
Overview
Territory Planner enables organizations to build, balance, and optimize their sales territories without the constraints of data governance, allowing for experimentation with different models without affecting daily CRM operations. Users can easily upload and manipulate data to create optimized territories for both sales representatives and customer facing teams. The platform offers intuitive features like the Territory Shape Editor and Territory Model Editor, which help users identify valuable metrics for balancing territories effectively.
One standout feature, the Territory Optimizer, simplifies the planning process by automatically generating optimal territory configurations. This user friendly approach distinguishes Territory Planner from other territory management systems.
With this powerful combination of tools and features, organizations maintain complete control over their territory alignment to fit their unique go to market strategies. Ascent Clouds industry leading geolocation software supports these efforts, providing the necessary insights and functionality to enhance sales effectiveness and drive success.
Highlights
- Build MORE CONTROL OVER TERRITORY DESIGN Build your territories without data governance limits and the freedom to experiment with different territory models without impacting day to day operations in your CRM. Upload, interact with, and manipulate your data to design optimized territories for reps and customers alike using features such as Territory Shape Editor and Territory Model Editor.
- Balance and Optimize TAKE THE GUESSWORK OUT OF PLANNING Unlike other complex territory management systems, Territory Planner is more intuitive in determining metrics that are valuable in balancing territories. You can even use features like our Territory Optimizer to take the headache out of the entire planning process.
- Assign PUBLISH TO GEOPOINTE Distributing territory assignments and executing on your territory strategy is easy by publishing to Geopointe. With this seamless integration, you are in complete control of aligning your territories to your unique go to market strategy all while being supported by the industry leaders in geolocation software.
Details
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Deployed on AWS
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Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
Territory Planner Users | Number of users of Territory Planner. | $900.00 |
Number of Territories | Total Number of territories to be used in territory planning. | $300.00 |
Dimensions summary
Territory Planner uses a contract with two separate quantities you set. The first is the number of Territory Planner Users, which reflects how many people access the tool. The second is the Number of Territories you plan to model and manage. You choose each quantity independently, so your total scales with both team size and the count of territories you build. This lets you match the commitment to your team's reach and planning scope. Both dimensions are billed under the contract term.
Top-of-mind questions for buyers
A user is a person who accesses Territory Planner to build, edit, or review territory models. This typically includes RevOps and Sales Ops staff who design coverage, plus sales leaders and managers involved in approvals. Each individual account counts as one user under the contract quantity you set.
A territory is a defined coverage area you build in the tool, mapped around reps, branches, facilities, or priority locations. You can organize them hierarchically across teams. Each modeled territory counts toward your quantity, so your count grows as you build more coverage areas.
Both quantities are billed independently and appear on the same contract. Neither is capped by the other. Your total rises when you add users, add territories, or both. Cost leans toward users for larger teams and toward territories for wide coverage with fewer planners.
ascentcloud.io
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Customer reviews
Sanjeev S.
Excellent tool for optimal territory planning profitable !
Reviewed on Jan 24, 2024
Review provided by G2
What do you like best about the product?
Optimize the territoy with seamless data extraction & having complete imformation of accounts on tip .
What do you dislike about the product?
optmize the software to improve the data use and throw the insgits faster!
What problems is the product solving and how is that benefiting you?
Territory planner has help me in optimizing beat to maximize the revenue with focus on key accounts !