Territory Management

Territory ManagementAssign and manage sales zones efficiently

Better Customer Experience with LionO360

Our software simplifies territory management by enabling you to assign, track, and optimize service areas with ease. Real-time updates and automated scheduling ensure efficient resource allocation, reduced downtime, and improved team productivity. Manage territories smarter and elevate your service delivery with our robust solution.

Territory Creation

Create specific territories using different attributes such as geolocation, customer type, zip code, state, region, etc.

Customer Segregation

Segregate your customers based on different territories assigned to different groups of field sales representatives using LionO360 FSM.

Customer Visibility

Enable customer visibility for specific geolocation to your sales individuals based on the assigned territory they have granted access to.

Customizable Dashboard

Dashboards can be customized to access the territory map view for the specific territory using the dashboard filter.

Increase Sales Efficiency

Structure and streamline your territories with the LionO360 territory management module to ensure that your customer is heard and served a personalized experience.

Territories when aligned properly help increase your sales team’s productivity, uplift their selling potential, and maximize business outcomes.

Task Accomplishment by Field Executives

Strengthen your field executives’ capability to confidently undertake challenges and ensure accomplishing assigned tasks in a defined time frame.

Assign different customer questionnaires and promotional field operations leveraging the territory management module of LionO360 Field Service Management.

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Improve Your Customer Experience

Territory management when combined with structured route planning helps to foster more improved relationships with customers while saving travelling time and involved costs.

Based on your field representative’s performance history, complex customer visits can be managed to ensure a stronger value proposition.

Seamless Territory Creation

LionO360 FSM comes with seamless territory creation functionality whereby territory can be created and defined under a specific channel using a web version along with efficient categorization.

LionO360 Field Service Management also enables you to create territory using the “View on Map” filter eliminating the need to switch between modules which in turn saves time and enhances efficiency.

Access Leads and Accounts on Map

Lead filter and account filter functionality allows you to access the leads and accounts in LionO360 FSM distinctively demonstrated using different color codes. Further, these leads or accounts can be assigned to the specific sales personnel to be followed for improved conversions.

Customizable Dashboard

Leverage a customizable dashboard to access what’s happening in the specific territory in real-time using LionO360 Field Service Management.

Let your Territory managers set their specific territory map on their dashboard to access territory insights whether using web version or mobile devices.

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