Salesforce Sales Cloud & High-Territory Management implemented for a Medical Device Company
Project Description
SP Tech implemented Territory Management solution in Salesforce Sales
Cloud for a Medical Device Company, enabling them to efficiently
monitor their sales teams in different regions for better revenue
generation.
Industry
Healthcare Services
Products
Salesforce Sales Cloud
Project Challenges
The major challenge(s) to offer a comprehensive solution to the client:
- Sales Team management
The client wanted a mechanism for efficient monitoring of their sales teams in different regions for better revenue generation
The client also looked forward to achieving these points:
- See territory setup/teams across different regions.
- Visibility into sales team of every region.
- Automatically assign clients/contacts/opportunities to region
- Group territories according to a common denominator.
Salesforce Sales Cloud & High-Territory Management implemented for a Medical Device Company
We implemented the following solution(s) to overcome the above challenge(s) for our client.
Salesforce Territory Management is the holistic solution to achieve all the above
challenges. We studied the client’s geographic presence and analyzed their team
structure to set up territories. The territory model provides a very clear tree like structure to show all the territories.
One can use + option to expand the region to see further divisions (if any). Just by clicking on any of the territories in the territory model, one can see all the
details of that territory. It shows the list of users assigned to that territory. One can
add/remove users from the list as needed.
Project Results
- Analyzing Sales Territories
Analyzing Sales territories as to how they are individually and collectively performing, and how they get distributed, became easier - Increasing Sales and Reducing Cost
Increased Sales and Reduced Cost with Enhanced Coverage and Aligned Territories. - Increased Productivity
Increased Productivity and Customer Satisfaction. - Quick and Accurate
Quick and Accurate Measurement of performance through Analytics and Reporting
Our customers love what we do
SP Tech has impacted over 3X in revenue around the world. Our contributions are quite evident in our customer success stories.
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