Salesforce Maps Territory Planning Demo: Creating Equitable & Optimized Sales Territories

Welcome to our Salesforce territory planning tutorial.
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In this video, we dive deep into the powerful tools Salesforce provides to optimize territory planning for your sales teams. We start by exploring how Salesforce reports can help you feed data into territory planning, ensuring equitable distribution of territories. We go through a real-time example of territory planning for the Houston area, covering optimization, ad-hoc adjustments, collaboration tools, and how to publish these plans. Follow along as we create a territory plan, collaborate seamlessly on the platform, and explore growth opportunities in key markets.

Timestamps:

0:00 - Introduction to Salesforce Territory Planning
0:06 - Feeding Salesforce Reports into Territory Planning
0:13 - Example of Optimizing Houston’s Territory Plan
0:20 - Making Ad-Hoc Changes After Optimization
0:31 - The Benefits of Collaborating in Salesforce vs. Spreadsheets
0:37 - Analyzing Growth Markets: Adding Headcount in Houston
0:44 - Publishing New Territory Plans
0:52 - Scaling Territory Planning Across the US
1:03 - Overview of Fuel Efficiency with Maps
1:09 - Territory Planning Example: Spreadsheet to Optimized Plan
1:30 - Using Estimated Revenue and Purchasing Opportunity Metrics
2:02 - Switching to Salesforce Platform for Territory Planning
3:01 - Real-Time Planning Dashboard and Metrics Overview
4:15 - Zooming in on Houston Area Territories
5:12 - Collaboration Discussion: Account Assignments and Map View
6:11 - Optimizing Territories Using Custom Metrics
7:23 - Balancing Territories by Metrics and Drive Time Network
9:02 - Customizing Territory Plans: Addressing Growth Potential
12:00 - Locking Key Accounts in Territory Planning
15:54 - Scenario Planning: Adding or Subtracting Territories
18:22 - Gain/Loss Report for Optimized Territories
24:00 - Practical Use Cases for Optimization in Territory Planning
28:00 - Publishing and Collaborating Across Teams
32:44 - Summary: The Flexibility of Salesforce Territory Planning

By the end of the video, you’ll have a clear understanding of how to use Salesforce for territory planning to streamline operations, enhance team collaboration, and drive growth through strategic optimizations. Don't forget to like and subscribe for more in-depth tutorials on Salesforce!