Customer segmentation, made easy

Group your sales team by geographic locations, deal size, industry, or any field (basic, additional and application data) in the leads module. Divide and conquer your sales pipeline by allocating users by their sales expertise and automatically assign leads to them. Organizing your sales teams by territory helps you identify the ones that are making profit, the sales reps who are meeting targets and the potential sales areas to focus on in the coming quarters.

Match the right sales rep with the right lead

Collaborate with your team on a big deal. Salespeople in a territory have access to all the territory records (based on their role), making it easier to work together, keeping the team in loop and closing deals faster. With the right sales expertise in a territory, you can be assured that the right sales rep is assigned to the right lead, and your team can start following up as soon as the leads are in.

Do all of this and more with your sales CRM

Allocate responsibilities

Allocate sales reps to access records in a territory and those who are automatically assigned to leads in round robin manner. A sales rep can have either of these roles in different territories, if allocated.

Territory-wide sales reports

Pull out revenue metrics from your Freshsales database by territory, sales reps and more. Pinpoint the territories that are meeting targets; identify the key potential regions and star performers in your team.

Role-based access

Set roles to define what actions your sales reps can take in a territory, whether they can add, edit and delete records, and what they can see in Freshsales.

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