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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International companies with many sales teams face incredible challenges while trying to earn and retain each customer’s business. As your company’s sales teams grow geographically, the risk for internal overlaps and local competition increase. With RealZips global territory management you will mitigate that risk.
Your organization’s survival depends on its ability to adapt and align internal resources with its current and future customers. These are questions every company looking into geographic expansion – or defending its existing markets – must answer:
- Are we focusing on the right geographic areas?
- Are we utilizing the right local resources?
- Are we meeting with the right customers?
Any company planning to grow or maintain their market share must put a single framework for global territory management in place, allowing their teams to drive sales success by:
- Allocating resources across geographical areas.
- Driving deep collaboration between multiple sales teams.
- Focusing activities in areas with many current and future customers.
Drive global sales success in four steps
1. Set a global geographic structure
We built the RealZips app for powerful territory management around the world. The RealZips app adds geographic metadata, powered by zip codes, postal codes, partial postal codes, plus market data. Your different markets can have varying depths of geographic data to match your marketing and sales efforts.
The RealZips app now delivers global coverage, allowing for dynamic assignment of countries, provinces, states, metropolitan areas, cities, postal codes, etc. In the example below, Japan is divided by our 3-digit postal code level:
2. Assign sales territories
With the geographic structure in place, overlapping territories and complex team structures can effectively be assigned across geographic areas. Future territories can be set up to be deployed at a later date. Channel partner territories can be managed alongside with own channels. Lead assignment and inside sales teams can instantly be assigned to support growth as needed.
The image below shows the territory for Tokyo, complete with the current team members and resources:
3. Align CRM data with territories
Existing records in your Salesforce are automatically assigned to a territory, making it possible to assign ownership and allocating resources in real time.
When territories change and team members are reassigned, ownership of leads, accounts, and opportunities can be made in a matter of minutes. Each team member can immediately reference the team covering the geographic area making instant collaboration around each customer possible.
Leads are instantly routed to the best fit resource based on product interest and company size. In the screenshot below, an incoming lead has been automatically assigned to a territory:
4. Measure sales success
With a powerful geographic geographic structure and territory management solution in Salesforce, companies can now measure global sales across marketing campaigns, lead generation, opportunity pipeline, and revenue growth.
The image below shows performance across sales territories in Japan, sorted by sales to quota. This allows the company to instantly allocate resources for optimal growth across any market and sales territory:
This report is built in the powerful Salesforce Lightning interface, showing 145 sales territories across the world. The report is dynamically updated daily, showing sales progress versus sales quota:
The RealZips app for Salesforce provides a global geographic structure for your team’s customer data. The geographic data makes it possible to plan, deploy, and manage sales territory success.
RealZips is 100% native in your Salesforce. Existing territory management (such as Enterprise Territory Management) can be leveraged in RealZips, along with your existing lead assignment rules.
Business processes can be vastly improved. The RealZips app is used by organizations to drive lead assignment, team collaboration, sales channel management, customer ownership alignment, sales quota, sales analytics, and pinpoint future growth opportunities.
The RealZips app is proven to deliver a rapid return on investment.