Sales Territory Management: How to Break into a New Territory and the Software You Need 🗺

Manuel Oliveira

Selling in a brand new sales territory can be intimidating. From researching a new market and understanding regulations to hiring a new sales team, it’s hard to know where to start and what to prioritize. New sales territories can turn into huge sales engines and revenue generators, but to reach that point, you need to work from a plan. This will allow you to test the waters and expand your team as needed.

 

In this guide, we cover the definitions you need to know, the benefits of sales territory management, the five steps to breaking into a new sales territory, and the sales territory management plan that will allow you to keep growing and scaling your sales impact with new territories.

Boris Tsibelman

Is there a recommended way to set up/track territories in PD? 

Manuel Oliveira

Boris Tsibelman said:

Is there a recommended way to set up/track territories in PD? 

Hi @Boris Tsibelman , there is no one particular way we recommend as the right way to set up and track territories. As the tool is flexible enough to allow different approaches. 
But as an example I can tell you about our own sales team, they decided to go about it using an Organization custom field for the territory or region