Territory Optimization

View the recorded webinar on Territory Optimization

When you don't optimally align sales territories, you don't maximize opportunities:

  • Reps with too many accounts hit their numbers early and leave cash on the table for their competitors
  • Reps with too little opportunity get resentful and leave, which means you lose seasoned staff

Callidus Territory Optimization, a partner solution by TerrAlign, has been designed with a single purpose: to improve the process of realigning and analyzing your sales territories to maximize sales effectiveness. Callidus Territory Optimization turns your marketing intelligence and outside data into information that keeps you ahead of the competition — in ways that no other solution can match.

  • Increased sales at a rate of 4-12% by optimizing field coverage over sales opportunities
  • More predictable performance and sales satisfaction with the ability to fairly set quotas based on the opportunity/workload within a given territory
  • Manage change more effectively by easily modeling and changing territories as a result of major sales re-alignments
Callidus Territory Optimization combines ease of use with the power to optimize hundreds of territories in minutes. Its optimization features deliver built-in geographic intelligence that factors in multiple opportunity metrics, together with distance between accounts — while also offering the depth of control to override geographic assignments on an account-by-account basis. Because Callidus Territory Optimization works with TrueComp Enterprise, you can execute on your new optimized territories by putting them into action in a future sales incentive plan.

 

"An effective territory management process should reflect an understanding of market demand and allocate opportunities equitably and rationally based on market characteristics and the roles of selling resources."

— Gartner, Inc., "Introducing the Concept of Sales Performance Management" by Michael Dunne, 21 June 2006

 

How does Callidus Territory Optimization help you take advantage of every revenue opportunity?

  • Align territories by opportunity, accounts, geography and relationships
  • Automatically produce territory recommendations by simply entering how many territories, districts, and regions you want — Callidus does the work of assigning accounts and geography
  • Report, analyze and distribute territory information by gaining a summary view of territories and allocation, and produce a territory guide that helps salespeople be productive in new territories from day one
  • Empower field managers to securely view and modify territories easily from a web browser
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