Territory Management

Benefits

EBSuite's powerful territory management will enable your sales manager to define, analyze and optimize each territory's performance. Use our rules based territory engine to allocate each account to a sales team. Create complex rules to define multiple hierarchical sales levels or territories. Efficiently route leads to sales teams with the best chance for success.

Our sales escalation engine empowers sales managers to react to stalled or in-active sales opportunities. It will optimize your sales leads to ensure that sales opportunities are not lost. The sales escalation engine creates sales alert notifications for stalled or inactive sales opportunities.

Easily assign, manage territories
Territory re-assignment in seconds
Efficiently route leads to each sales territory
Leads don't slip through the cracks
Analyze territory performance in dashboards

Highlights

Sales Territory

Sales managers can utilize our rules based territory engine to allocate each account to a sales team. They can create complex rules to define multiple hierarchical sales levels or territories and automatically route leads to sales teams with the best chance for success.

Re-Organize Territories in Seconds
EBSuite's territory engine empowers sales managers to re-assign accounts in seconds. Create rules to define each territory then utilize our territory engine's hierarchical rules to prioritize or break rule assignments to assign specific accounts to a specific sales team.

Lead Pipeline Optimized by Territory

Sales managers can design territory rules to allocate leads automatically to the right sales team and / or sales representative based on territory.

Online Leads & Territories

Create forms to capture leads from your Web site. Create distinct "landing web pages" designed for each campaign which can be hosted within your EBSuite account. Your leads are directly imported into your database then routed directly to the correct sales territory and sales team.

Analyze Territory Performance in Dashboards

Territory performance is easy with pre-defined territory dashboard reports. Sales managers can adjust and optimize their territory's performance with real-time reports.

Import Wizard for Leads & Lists

EBSuite's import wizards easily import leads from list brokers, trade shows, seminars, and direct mail. Using the industry standard CSV file format, leads are easily imported in minutes.