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Maximize Sales Coverage and Efficiency

Organize, assign, and optimize territories to ensure maximum sales coverage and equitable workloads with Xodox CRM’s Territory Management. Empower your team with clear boundaries and smarter strategies.

What Is Territory Management?

Territory management is the process of defining and assigning sales regions to ensure balanced workloads and improved performance. With Xodox CRM, you can allocate territories based on geography, market size, or product lines, ensuring efficiency and clarity.

Key Features of Territory Management?

Dynamic Territory Assignment
  • Allocate territories based on factors like geography, industry, or revenue potential.
  • Reassign territories easily to adapt to business changes.
Visualization Tools
  • Map territories visually to identify gaps or overlaps.
  • Use heatmaps to highlight high-potential regions.
Performance Monitoring
  • Track team performance by territory to identify strong and weak areas.
  • Compare territory outputs to optimize assignments.
Collaboration Tools
  • Share territory insights and data with relevant teams.
  • Encourage teamwork and reduce conflicts with clear boundaries.
Custom Rules and Conditions
  • Set rules for assigning leads or deals within specific territories.
  • Automate lead routing based on predefined criteria.
Integration with CRM Data
  • Pull insights from deals, pipelines, and contacts to enhance territory strategies.
  • Align sales data with territory plans for better decisions.

How Territory Management Works in Xodox CRM

Define Territories

Set boundaries based on geography, industries, or other factors.

Assign Teams

Allocate territories to sales reps or teams for balanced workloads.

Monitor Performance

Use analytics to measure territory efficiency and identify areas for improvement.

Optimize Assignments

Adjust territories as needed to maximize sales potential.

Why Choose Xodox CRM for Territory Management?

Benefits of Territory Management with Xodox CRM

Balanced Workloads
Ensure fair assignments to avoid burnout or underperformance.
Improved Coverage

Maximize market penetration with well-defined territories.

Optimized Performance

Use analytics to adjust territories for better results.

Better Team Morale

Reduce conflicts and improve focus with clear assignments.

Scalable Solutions

Adapt territory strategies as your team or market grows.

Success Stories from Happy Customers

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support

Need help with our plans?

30-Day Guarantee

Risk-free with a 30-day money-back promise.

Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

Call to Action

Redefine Your Sales Territories Today!

Redefine Your Sales Territories Today!
Maximize coverage, improve performance, and align your team with Xodox CRM Territory Management Software.