Territory 365
por Meritus Business Solutions
Stream complex territory details with targeted postal codes and contacts down to the territory.
Territory 365 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 hierarchical rules based on geographic location and account or contact specific rules.
Benefits
- Enables companies to execute complex territory alignment strategies based on geographic location.
- Assigning Teams to a territory, personnel changes (alteration to make-up of teams) do not disrupt overall market coverage.
- Territory Realignment is achieved 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!