Apptivo Territory Management App

territory-icon

Territory Management

Improve your sales efficiency and yield strategic results, maximizing benefit. Make your sales reps work more comfortable while accomplishing their targets. Control, optimize and improve territory alignment effectively with Apptivo’s Territory Management application.

Application Features

Create your own territory structure, in a hierarchical manner. Territories define the geographical region in which your potential leads and customers reside in. It may be based on the cities, regions or countries.

create sales territories

Automatically assign leads and customers. With territories assignment rules, define the sales owner(s) for each territory, and map the created lead by assigning it directly to that sales owner based on the rule. This helps in segmenting the leads based on territories.

built in assignment

Persistent collaboration is essential for a sales team located remotely. Leads will get automatically assigned in real time, enabling consistent collaboration.

increase collaboration

improve sales engagement

Improve Sales Engagement

Implies managing all of your territories and plan the sales accordingly, so as to ensure a profitable outcome. Advanced territory management. View performance by territory and redistribute territories across teams.

Integrated Applications

Territory Management App integrates seamlessly with the following applications

Territory Management     Customers

The territories for customers in the Customers App can be automatically set, based on the assignment rules defined in the Territory Management App. Learn More about Customers App

Application Roadmap

  • V7 Upgrade
  • Dashboard , Chart, Report & View Builder enhancements
  • 360 Degree Views

Activities DB to ES

Major Update on the Application

Moved the Application to Live

Started Building the Application

This Application is available in

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Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.