Territory Management Software

Yes, our tool allows you to automatically optimize your sales, service, or other territories in seconds.

You can balance or break down any numeric field in your data per territory.

Yes, users can create a calculated attribute and balance on that metric.

Yes, users can import salesforce data directly from our integration or from an outside source like a spreadsheet.

Yes, users can create a calculated attribute based on multiple existing fields and use it as an index.

Yes, colleagues with eSpatial credentials can access desired alignments.

Yes, colleagues with eSpatial credentials can access desired alignments and be granted the proper rights to modify those alignments.

While not recommended manually, users can assign accounts and postcodes to any territory they wish and create territories to meet any need. Typically, territories should not have "islands," however, you can make exceptions.

eSpatial's optimization algorithms can and do take into account travel time when designing territories.

You can select your center point, which can be a rep's home location, to build your territories around. However, we recommend that you build territories around customers rather than reps.

A geographic center is, as the name suggests, the center of the territory based solely on geography. A weighted center considers where the work or the customers are and suggests a "center" or location ideal for the rep as it is central to most accounts or work in the territory.

Yes. We expect that most companies will benefit from our optimization algorithms. Still, even then, we also expect it to be a 90% solution with manual tweaks and changes to account for local knowledge from the field.

Yes. There are multiple ways to identify and reassign accounts from one territory to another. Most take just a couple of clicks.

Yes. eSpatial allows for exceptions, whether for Named Account purposes or otherwise. It's as simple as reassigning the account to a different territory.

Yes. It is a powerful feature that allows a user to see maps side by side with corresponding tables showing the before-and-after.

Yes, users can balance territories on any metric or an index created from multiple variables. Typically, users will balance on a Workload or Potential Sales metric–either strategically better than historic revenue or simply the number of accounts.

Yes. It is advised, as it will best maximize your organization's resources. We consider the duration of account visits, frequency of those visits, and travel time to make those calls.