Solutions
Sales territory planning
Right-size your field sales teams, optimise their territories
Field sales teams are a major expense, so efficiency is key. You want to balance workloads fairly and ensure reps focus on customers, not unnecessary travel. Field Force software helps you make data-driven decisions so you can optimise headcount and territories. We provide tools to streamline processes and expert advice on boosting productivity, ROI and rep morale. Our solutions are tailor-made to ensure you get more agile and resilient. We can upgrade your existing setup or build from scratch.
Want to get the size of your team right?
Discover how many field sales reps are needed to cover all your territories efficiently.
Discover how many field reps are needed to cover all your territories efficiently.
Find out where you can recruit potential field sales reps who are well placed geographically.
Want to balance workloads fairly?
Ensure work is spread evenly, with nobody overworked or underutilised.
Did you know?
80%
On average, field sales teams are only 80% utilised (percentage of available time spent usefully working).
Where problems are solved
Sales territory planning solutions that lead to better outcomes
Get the size of your team right
Assess the size of the team required for the territories you need to cover. Discover if you need to recruit or consider cutting back.
Make workloads fair and efficient
Spread workloads evenly across field sales reps so everyone does their share. Improve the morale of your field sales reps and support a better work-life balance.
Create well-defined territories
Plan sales territories that maximise the impact of your field sales reps. Reduce unproductive time spent by field sales reps travelling.
Make it specific to you
Factor in your field sales reps’ home locations and adjustments to team size. Make commuting time inside/outside the working day, and see how it affects metrics.
Recruit in the right parts of the country
Find out where it makes sense to recruit new field sales reps. Match where potential new hires live with where you need to cover.
Contribute to meeting ESG goals
Reduce the distance field sales reps need to travel every year. Fewer miles spent by teams on the road translates to lower carbon emissions.
We bring our expertise to you
Why leading organisations use our sales territory planning solutions
Operational efficiency
With a right-sized team and well-defined territories, you achieve more with less.
Lower costs
By using your resources effectively, you achieve team efficiencies and thereby cut costs.
Peace of mind
By planning better, you improve outcomes and operational resilience.
See us in action
Maximising ROI for Republic Technologies by devising efficient routes
Find out how by using CACI’s proprietary InSite software and CallSmart route optimisation software, Republic Technologies could better understand their field team’s utilisation and develop more efficient routes to maximise return on investment.
Awards & accreditations
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Related services
Route to market strategy
Develop a strategy that increases your sales potential and maximises the productivity of your field sales team, using a data-driven approach.
Sales route planning software
CallSmart streamlines the route planning process by using advanced algorithms to create efficient daily, weekly or quarterly schedules.
FAQs
Answers to common questions about sales territory planning.
The key components of effective sales territory planning include data-driven analysis to determine optimal team size, balancing workloads fairly, and creating well-defined territories. It also involves factoring in field sales reps’ home locations, commuting times, and adjustments to team size to ensure efficient coverage and reduced travel time.
Sales territory planning helps field sales teams by ensuring that workloads are balanced and territories are well-defined. This reduces unproductive travel time and allows field sales reps to focus more on selling. By optimising team size and creating efficient territories, sales teams can cover more ground effectively, leading to higher productivity, better morale, and improved sales performance.
Sales territory planning can improve your business by maximising the efficiency and effectiveness of your field sales teams. It helps reduce travel costs, increase sales productivity, and ensure that resources are used optimally. By making data-driven decisions, you can achieve better ROI, enhance operational resilience, and support your company’s growth and sustainability goals.