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Territory Management

Strategically manage sales territories and assign sales professionals to maximize sales effectiveness


By analyzing sales demand and setting territory-specific goals, organizations can tailor their sales strategies to each territory, ensuring targeted and efficient sales efforts.

Territory wise Sales & Collection Report

Territory wise Sales & Collection Report

Access and analyze comprehensive sales and collection reports for each territory. Drill down into specific data points to understand performance metrics and identify areas for improvement.

Territory-Wise Target & Achievement Tracking

Territory-Wise Target & Achievement Tracking

Set clear, achievable sales targets for each territory and individual salesperson. Track progress in real-time and measure success against goals. This visibility motivates team and ensures everyone is working towards the same objectives

Territory Area Management

Territory Area Management

Assign dedicated territory managers to oversee and manage local representatives. These territory managers act as the primary connection between the central sales team and customers within their assigned region.

Territory Organogram

Territory Organogram

Simplify team structure visualization with automatic organogram generation. The system creates a clear visual representation of sales hierarchy based on the information you provide, ensuring everyone understands reporting lines and responsibilities.

Effective territory hierarchies

Effective territory hierarchies

Structure sales territories logically for optimal coverage and efficient resource allocation. Ensure each territory receives the dedicated attention it deserves.

Track performance analytics

Track performance analytics

Track key performance indicators (KPIs) for each territory and salesperson. Gain valuable insights into sales trends, identify areas for improvement, and make data-driven decisions to maximize sales effectiveness.

Better customer interaction

Better customer interaction

By assigning dedicated sales professionals to specific territories, PrismERP enhances customer interaction and engagement, fostering stronger relationships and improving customer satisfaction.

Proper task distribution

Proper task distribution

 Assign tasks and leads to the most appropriate sales professionals based on territory expertise and workload. Ensure territories are covered effectively and no leads slip through the cracks.



All in one solution

All in one solution

Serves as a comprehensive solution for territory management, offering a centralized platform for managing territories, sales professionals, targets, and performance analytics, streamlining sales operations and improving efficiency.

Visualize CRM data

Visualize CRM data

Allows businesses to visualize CRM data related to sales territories, providing intuitive dashboards and reports that help stakeholders gain actionable insights into territory performance and customer behavior.

Time saving

Time saving

Businesses save time on territory management tasks such as assigning territories, setting targets, and analyzing performance, allowing sales teams to focus more on revenue-generating activities and strategic planning.


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