Zoho CRM (Territory Management)
Sell better, smarter, and faster.
Overview
Zoho CRM's Territory Management is an integrated feature that allows businesses to structure their sales teams and customer accounts based on geographic or other criteria. It helps ensure that the right salesperson is assigned to the right customer, preventing overlap and improving customer relationship management. This feature enables sales managers to create territories, define rules for account assignment, and generate reports on territory performance, all within the unified Zoho CRM environment.
✨ Key Features
- Territory Hierarchy Creation
- Rule-Based Account Assignment
- Territory-Based Forecasting
- Performance Reporting by Territory
- Secure Data Access based on Territory
- Cross-Territory Collaboration
🎯 Key Differentiators
- Part of a comprehensive, all-in-one business software suite
- Highly competitive pricing
- Deep integration with other Zoho products
Unique Value: Provides a simple, effective, and affordable way to structure sales operations and automate lead assignment within a full-featured CRM.
🎯 Use Cases (4)
✅ Best For
- Organizing a national sales team into regional territories for better management.
- Ensuring leads from specific industries are handled by specialized teams (using non-geographic territories).
- Forecasting sales revenue on a per-territory basis.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies needing advanced map-based visualization and route planning
- Complex, automated territory balancing and optimization
- Businesses not using or willing to switch to Zoho CRM
🏆 Alternatives
Lacks the advanced mapping, visualization, and route planning of specialized tools, but offers a seamlessly integrated, cost-effective solution for Zoho CRM users.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise/Ultimate tier)
🔒 Compliance & Security
💰 Pricing
✓ 15-day free trial
Free tier: Territory Management not included in Free tier.
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