Sales territory planning and mapping

Plan and design successful sales territories with real-world data and world-class analytics.

Want well-designed territories that empower your sales team to succeed? Adaptive Insights for Sales is the answer. Intuitively design and plan optimal territories, close gaps in coverage, and leverage data to drive your sales teams toward success.

Unleash the power of modern territory planning software

With Adaptive Insights, balancing and mapping territories is straightforward.

  • Harness the right data points to intelligently design territories
  • Optimally allocate accounts to ensure that territories are balanced and targeted
  • Ensure full coverage across your account landscape
  • Balance and optimize territories as frequently as needed

Design balanced, targeted territories

Adaptive Insights for Sales makes it easy to automate complex, time-consuming tasks:

  • Develop scoring methodology around territory strength to create equitable, successful patches with confidence
  • Incorporate key data points around geographic data, account attributes, and industries to craft balanced territories
  • Visualize territories geospatially, while confirming that each territory can support particular quotas

Powerful, flexible, and purpose-built for sales teams

  • Collaborate across multiple functions. Finally, sales operations and sales leadership can work together in a single source of truth containing the same data and assumptions, and governed by the same end-to-end process
  • Seamlessly input various data sources: leads, opportunities, accounts, products from your CRM, as well as customer enrichment information (i.e., TAM data from Dun & Bradstreet)

Transform planning chaos into beautiful order with Adaptive Insights for sales planning.

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Design territories that fit your sales model

Plan sales territories using the models that work best for your business. With the flexibility to plan each territory uniquely, and the power to build consistency around your territory planning process, your sales team will be empowered with territories that align with your objectives, whatever your go-to-market strategy may be.

design sales territories graphic

Strengthen your planning process

Empower your teams to collaborate on every critical step, to foster an intuitive, comprehensive methodology behind segmentation and sales territory design.

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TAM
Assemble and organize your data set
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SEGMENTATION
Segment by geography, company size, vertical, product, and more
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ASSIGNMENT
Assign via named accounts, geo-based, or a hybrid model
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ANALYSIS
Analyze and optimize territories for balance

Link your sales plan with your corporate plan to improve efficiency and productivity.

We'll show you how