Are you planning to expand your business new markets or even globally? Or do you already have an international footprint? No matter the case, the RealZips app streamlines global territory management across you Salesforce CRM data.
When expanding your business geographically, you likely have three critical questions in mind:
- Are we targeting the right geographic areas?
- Do we utilize the right local resources?
- Are we meeting with the right customers?
A data-driven global territory management app running in your Salesforce organization is a must for addressing these questions. The RealZips app is designed to enable your global sales teams to gain insights and drive success.
The RealZips GeoData Platform is one-of-a-kind Salesforce business process management software, since it’s powered by deep geographic data.
RealZips effectively organizes resources across geographical areas, encourages deep collaboration between multiple sales teams, and help your team focus marketing and sales activities in best-fit geographic areas. So, if you want to become a global leader in your industry, this geo-targeting software is a must-have for business.
RealZips Global: Transform your business with geodata insights
This RealZips Platform offers a dynamic global geodata structure that seamlessly enables enterprise territory management. International businesses with multiple branches and sales teams are seeing major challenges such as increasing local competition, and risk of internal overlaps and more. Such challenges can sometimes make survival harder in the industry because everything becomes dependent on the adaptability and alignment of internal resources with both existing and future customers. With RealZips data-driven and global sales-territory management software, you can mitigate these risks.
A 4-step approach to implementing RealZips and driving sales success
The RealZips GeoData platform primarily makes use of this 4-step approach to help you with strategic territory management:
1. Set a Global Territory Management Structure
The RealZips enterprise territory management app for Salesforce is an innovative and feature-rich tool for global enterprises. Being powered by zip codes, postal codes, partial postal codes, and deep market data, this app delivers global coverage, allowing for dynamic assignment of countries, states, cities, metropolitan areas, provinces, etc. You can plan and execute your marketing and sales efforts, based on the depth of these different geographic areas.
In the example below, the United Kingdom is dynamically divided by partial postal codes. Pay close attention to how the postal codes have different lengths. For example “E1” and “NW10” both represent a single postal code area, effectively managed by the software logic built into the RealZips app:
2. Sales Territory Assignment
Once the geographic structure is in place, the app allows you to proceed with sales territory assignment. The well-designed sales territories, in combination with effective territory management, attract more sales and give you great market coverage. Apart from it, you can offer better services to your customers.
RealZips allows you to:
- Assign complex team structures and overlapping territories across geographic areas.
- Manage your channel partner territories.
- Support growth with the inside sales team and lead assignment
The image below shows the territory for Greater London, complete with team members and a listing of postal codes with the most Accounts in:
3. Align your Salesforce data automatically with Territories
RealZips Salesforce CRM data allows for real-time resource allocation and territory ownership assignment. Your existing Salesforce records will automatically be assigned to a territory.
The RealZips assignment rules, when applied to your Salesforce data becomes is very powerful. You can rest assured that leads are assigned properly, and ownership of customers is always correct. . Each team member can immediately review the team managing a geographic area, and ensure instant collaboration to support each customer.
The lead assignment rules work on the basis of company size and product interest. Therefore, leads are instantly routed to the best-fit resource. In addition, your team will enjoy the RealZips “Nearby’ and Closest’ features, as they get deeper into using the application for daily planning, marketing campaigns, and sales activities.
In the image below, you can see lead being automatically assigned to a territory:
The image below shows the RealZips Nearby feature, used to identify prospects within a selected radius:
- Left side Lighting component: RealZips Maps provides an interactive map of Accounts in the area
- Right side Lightning component: RealZips Nearby let’s you set a radius of e.g. 4 km and drop all records into a Salesforce Campaign
4. Measure Sales Success through Global Territory Reports
Sales metrics play an important role in measuring sales performance and analyzing the success rate of the business. The RealZips GeoData Global territory management software output the global data analytics that help you to easily measure global sales across different marketing channels and campaigns, lead generation, opportunity pipeline, and revenue growth.
The image below accentuates the performance across sales territories the United Kingdom. It enables the company to quickly allocate resources for optimal growth across any market as well as sales territory:
Discover new opportunities with RealZips GeoData Global Territory Management in your Salesforce
The RealZips GeoData app can help you easily identify new opportunities in the international market and take your company to the next level.
This fully Salesforce-native app has extensive enterprise territory management features and lead assignment rules that help you easily automate business processes, manage global territories for channel partners and internal teams, and analyze sales performance. It further allows you to make better decisions and drive business growth.
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