SoftServe Business Systems
V. Velykoho st, 52, Lviv, Ukraine 79026 Lviv
+38 (032) 240 90 96, [email protected]

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Territory Management Tool

Our “Smart Manager” territory management solution is a crucial component of the SFA platform, streamlining sales and territory management in all key business areas.

Smart Manager empowers team leaders with a complete 360 overview of their sales reps at each point of sale. It also includes workload distribution, task assignment, evaluation, feedback collection, and staff training, effectively managing your sales territory.

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    Business Challenges

    To address all the variables of managing diverse sales teams, market segments, and territories, all CPG businesses need a versatile territory management system capable of effectively tackling the following fundamental business challenges:

    Control of field Team efficiency

    Achieving optimal workload allocation while maintaining comprehensive control over sales and distribution.

    Data-driven decision making

    Enable real-time data-driven decisions by collecting consolidated insights across territories, channels, and brands.

    Team alignment & collaboration

    Transition away from ineffective monitoring and controlling methods, aiming for enhanced alignment and collaboration within the sales team.

    Real-Time competitor View

    Gain real-time insights into competitors' pricing dynamics and promo launches for better planning and strategy adjustment.

    Smart Manager Functionality

    Fully Configurable Dashboards and Reporting

    Utilize embedded Power BI within our sales territory management application to create customizable dashboards and comprehensive reports.

    Potential Users

    • Regional Manager
    • Area Manager
    • National Manager

    Team Audit

    Compare plans against execution to evaluate your subordinates’ performance. This includes a map overview, exact task fulfillment details, timing, and other related sales data.

    Potential Users

    • Regional Manager
    • Area Manager
    • National Manager

    Territory Audit

    Manage your sales territory and monitor how customer dynamics evolve due to your sales team’s actions. This module offers valuable insights into customer details, planned actions, and fulfillment of KPIs and targets, aiding decision-making and focus.

    Potential Users

    • Regional Manager
    • Area Manager
    • National Manager

    Photo Gallery

    Centralized repository for images and photo data collected from the field. Regardless of whether images were captured manually or via image recognition, this module presents all relevant details and metadata.

    Potential Users

    • Regional Manager
    • Area Manager
    • National Manager

    Calendar

    Gain complete visibility into yours and your subordinates’ plans using the calendar feature. Efficiently schedule visits, audits, and assignments.

    Potential Users

    • Regional Manager
    • Area Manager
    • National Manager
    Let’s discuss how we can help your management team level up the efficiency
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      Smart Manager as a Part of AI-Driven EcoSystem

      When evaluating SoftServe Business Systems’ software for territory management, consider it not as a standalone entity, but rather as a fundamental component within our AI-Driven EcoSystem. This interconnected approach enhances efficiency, accuracy, and insight utilization by facilitating data exchange between solutions. Here are a few examples of how this integrated territory management app can benefit your business:

      Integration with the SFA solution

      Customizable dashboards and reports aid supervisors in assessing retail outlet growth potential. Seamless integration with the Perfect Store module of our SFA solution allows us to pinpoint growth gaps, optimizing resource allocation for maximum revenue and store

      Integration with AI Shelf Recognition

      AI Shelf Recognition swiftly identifies price changes, updating the AISLE module in Smart Manager. AISLE promptly alerts the territory manager about significant or unusual changes, facilitating quick understanding of potential challenges and facilitating data-driven responses.

      More on Solutions
      More on Solutions

      What Our Clients Say

      Overall, cooperation with SoftServe Business Systems is open, creative, and agile, which allows us to overcome challenges on the go in the most efficient way. Our processes are very complex and often complicated, but in the end, we always find a common language.

      Petr Toločko Sales Capability Manager CHS, Mattoni 1873

      A special thanks goes to the team for their high-quality training and support, which addressed 95% of all user questions during the initial project phase. Additionally, their low staff turnover and well-structured team are clear success factors. We are always confident that any request we make will be handled professionally and on time.

      Yermek Sarbasov Chief of Business Development, RG Brands

      Why Choose Our Solution?

      More productive and time efficient manager's work

      Dedicated solution instead of XLS and manual work

      Effective resource utilization

      Areas and tasks prioritization, resource allocation

      Near real-time customers visibility

      Sales and retail execution KPIs, photo gallery

      Performance enhancement

      KPIs monitoring, targets setting and achievement tracking

      Streamlined communication with Team

      Coaching, tasks, and feedbacks

      Price changes visibilty

      AISLE Integration

      Our Clients

      Since 2003 we have cooperated with the world’s largest CPG players from around the world. Even thou every client has unique needs, our team always finds a way to shape solutions the way that the needs perfectly.

      FAQ

      Can your sales territory management software integrate with my existing SFA system?

      Our territory management software is compatible only with SoftServe Business Systems’ Sales Force Automation platform. This dedicated approach allows us to achieve maximum data security, flexibility, and efficiency.

      How does territory management software help in optimizing sales coverage and distribution?

      Our territory management software optimizes sales coverage and distribution by enabling precise territory planning and workload distribution among your sales reps. The software allows managers to allocate resources effectively, ensuring that all territories are covered efficiently. By providing real-time visibility into sales activities, it helps in monitoring and adjusting routes and tasks, reducing unnecessary travel time and improving overall sales productivity. This data-driven approach ensures that your sales team can maximize revenue by focusing on high-potential areas and customers.

      Can sales territory management tools help in identifying growth opportunities within specific regions?

      Yes, our territory management system is designed to identify growth opportunities within specific regions by providing comprehensive insights into sales data and customer dynamics. The software offers features like territory audits and customizable dashboards that allow you to monitor sales performance and customer behavior in real time. By analyzing this data, you can pinpoint areas with untapped potential, optimize resource allocation, and adjust your strategy to target high-growth regions.

      What to Learn More? Let’s talk!
      Tell Us the Story of Your Business
      Tell Us the Story of Your Business

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