Territory performance is measured in real-time triggering outreach to the sales rep before it's too late.
When a new sales rep takes over a territory simply update the Territory Owner and submit the change.
Turf allows territory changes to be made at any time and given a future effective date. When the future date comes, the changes are made.
Select territory geographies via a map. Click on the country or state or draw your boundaries for postal codes.
Turf supports the most simple to most complex territory definitions with the combination of Geographic and Account Criteria.
Turf allows you to override territory definition with Exception Accounts.
Optionally, define your sales team at the territory level and grant the appropriate access to accounts and related records.
Turf allows the sales ops team to define how territories should be managed for both territory definition and by individual account.