Territory & Quota Management Solutions

Managing sales territories and quotas can be labor intensive and error prone. This leads to inefficient assignments and ultimately to unrecognized revenues. Leverage Territory and Quota Management (TQM) solutions to efficiently create, monitor, and optimize quota and territory assignments with rules by territory, product, account or other criteria as required by your business model.

Workflow Automation

Manage complex quota-management processes with an intuitive TQM solution that connects all persons involved in the process. No more spreadsheets, no faxes, or emails – tailored workflow processes provide access to up-to-date data and communication tools.

Proactive Management

Leverage historical metrics, pipeline information, and market segmentation to better analyze and manage results.

Integrate with ICM

Connect territory and quota assignments with ICM for an integrated planning and compensation solution.

Process Automation

Reduce time and improve visibility with automation tools that connect users and processes in a seamless workflow.

Better Allocate Sales Targets and Territories Assignments to Maximize Your Results.

Better Analyze Territories

With visualization solutions such as maps and dashboards, unleash the power of your data. Spot trends and outliers with ease, monitor benchmarks, and drive performance. TQM solutions provide dynamic tools for any business-user.

Maximize Territory Potential

Plan, define and deploy balanced sales territories across multiple dimensions such as industries, geographies, customers & accounts while managing complexity such as overlays, inclusion & exclusion rules easily. Quickly identify & fix inefficiencies such as coverage gaps & overlaps.

Develop Goals that Inspire Results

Create fair, realistic quotas that motivate your sales teams and align with growth targets and revenue objectives. Take an automated top-down or bottom-up approach to quota allocations with the flexibility to use any quota planning metric such as territory definitions.

Strengthen Seller Trust

Ensure seller buy-in and alignment by implementing a collaborative approach that engages all stakeholders throughout the quota planning and assignment process. Automate time-consuming processes such as reviews & approval workflows without compromising auditability.

FAQ - TQM solutions

What are the benefits of territory management?

Territory management has numerous advantages, including:

Improve sales morale and lower turnover
Increase sales & reduce costs related to travel, seller attrition, etc.
Increase collaboration across sellers while mitigating cannibalization of opportunities
Effective management of prospects in each territory and clear understanding of top-performing vs. under-performing territories for optimization purposes.