TERRITORY365

Territory Manager empowers Dynamic 365 CRM users to leverage
data-visualization to gain valuable prospect and customer
insights. Manage your sales pipeline more efficiently by
streamlining complex territory details with targeted postal codes
and contacts down to the territory, territory-team and more.

TERRITORY365

Territory Manager empowers Dynamic 365 CRM users to leverage data-visualization to gain valuable prospect and customer insights. Manage your sales pipeline more efficiently by streamlining complex territory details with targeted postal codes and contacts down to the territory, territory-team and more.

TERRITORY365

Territory Manager empowers Dynamic 365 CRM users to leverage
data-visualization to gain valuable prospect and customer
insights. Manage your sales pipeline more efficiently by
streamlining complex territory details with targeted postal codes
and contacts down to the territory, territory-team and more.

Enables companies to execute complex territory alignment strategies
based on postal codes.

By assigning Teams, instead of explicit users, to a territory, personnel
changes (alteration to make-up of teams) do not disrupt overall market
coverage.

Territory Realignment is achieved simply by changing postal code
prefixes aligned with a given Territory.

Dashboards provide informative data regarding contact distribution by
Territory, Territory-Team assignments, and much more!

Use of Territory Management is limited by role – limiting access and
providing enabling tools to sales administration personnel.

Enables companies to execute complex territory alignment strategies based on postal codes.

By assigning Teams, instead of explicit users, to a territory, personnel changes (alteration to make-up of teams) do not disrupt overall market coverage.

Territory Realignment is achieved simply by changing postal code prefixes aligned with a given Territory.

Dashboards provide informative data regarding contact distribution by Territory, Territory-Team assignments, and much more!

Use of Territory Management is limited by role – limiting access and providing enabling tools to sales administration personnel.

Enables companies to execute complex territory alignment strategies based on postal codes.

By assigning Teams, instead of explicit users, to a territory, personnel changes (alteration to make-up of teams) do not disrupt overall market coverage.

Territory Realignment is achieved simply by changing postal code prefixes aligned with a given Territory.

Dashboards provide informative data regarding contact distribution by Territory, Territory-Team assignments, and much more!

Use of Territory Management is limited by role – limiting access and providing enabling tools to sales administration personnel.

Ability to create and alter one-to-many Territories for
the company, where each Territory represents a
discrete geographic coverage area

Postal codes and postal code prefixes are distinct
assigned to Territories.

Each Territory consists of a coverage team and
one-to-many zip code prefixes (e.g. 331,332, 339).

Teams are composed of one-to-many Microsoft
Dynamics users

Territory Management automatically assigns
Territories to Contacts based on geography.

Individual Contacts, irrespective of physical location,
can be overridden and explicitly assigned to a
specific Territory.

Ability to create and alter one-to-many Territories for the company, where each Territory represents a discrete geographic coverage area.

Postal codes and postal code prefixes are distinct assigned to Territories.

Each Territory consists of a coverage team and one-to-many zip code prefixes (e.g. 331,332, 339).

Teams are composed of one-to-many Microsoft Dynamics users

Territory Management automatically assigns Territories to Contacts based on geography.

Individual Contacts, irrespective of physical location, can be overridden and explicitly assigned to a specific Territory.

Ability to create and alter one-to-many Territories for the company, where each Territory represents a discrete geographic coverage area.

Postal codes and postal code prefixes are distinct assigned to Territories.

Each Territory consists of a coverage team and one-to-many zip code prefixes (e.g. 331,332, 339).

Teams are composed of one-to-many Microsoft Dynamics users

Territory Management automatically assigns Territories to Contacts based on geography.

Individual Contacts, irrespective of physical location, can be overridden and explicitly assigned to a specific Territory.

Meritus Business Solutions specializes in solving complex technology stack
challenges across multiple industries. We lead with technology and
industry best-practices and products to ensure your technology adoption
is streamlined and efficient, enabling you to leverage sustainable solutions.
Meritus Business Solutions specializes in solving complex technology stack challenges across multiple industries. We lead with technology and industry best-practices and products to ensure your technology adoption is streamlined and efficient, enabling you to leverage sustainable solutions.

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