Territory management is the process of dividing and assigning sales regions, markets, or customer segments among sales representatives. It ensures balanced workloads and maximizes coverage across potential opportunities.
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START FOR FREETerritory management works by using CRM tools to allocate areas or accounts based on geography, industry, or revenue potential. For example, one rep may handle clients in North America, while another focuses on enterprise accounts worldwide. This structured approach prevents overlap, improves customer relationships, and helps sales teams achieve fair performance targets.
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