Territory Pro – Constraint-Based Geographic Territories

Territory Pro helps you adjust and design sales, service, and delivery territories based on constraints such as sales volume, service time and/or coverage area.  The system allows you to modify existing territories, calculate optimized territories, or use a combination of assigned and un-assigned accounts when generating territories. As you realign territories or make adjustments, statistics are automatically updated. The system helps you to cover more accounts in less time and maximize the volume for each representative.  Rather than wasting time behind a windshield, representatives can spend that time with customers where it is worth much more.

Free Live Demonstration

Benefits

  • Save hours of processing time as customer sites are added or requirements change
  • See maps and statistics for current territories
  • Balance sales volume, work time, total time, etc. between territories
  • Compare old vs. new territories and review statistical changes in work hours and volume
  • Generate territory boundaries that can be used in conjunction with Direct Route

Features

  • Integrated mapping and drawing tools
  • Optimization engine that minimizes mileage and maximizes volume
  • Drag and drop functionality to re-assign customers between territories
  • Easy-to-use lasso and drawing tools for modifying territories
  • Statistics automatically updated as adjustments are made
  • Various reports that show summary and detailed information
  • Allows you to use customer frequencies and plan for up to 4-week cycles
  • Assigns route days within a territory
  • Extensive customizable reporting to track changes made during realignment
  • Clipboard and print tools for custom presentations
  • Provides detailed street-level mapping
  • Interfaces to route accounting packages
  • MS Excel compatible