Territory Planning
Not considering location in your sales & service territory planning can cost millions in terms of lost productivity & operational inefficiencies. Balance, design & accelerate using Location Intelligence.
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Territory Management
Too many field staff plan their days directly from complex CRM systems that don’t consider where customers are & how factors such as traffic & weather can affect their day. Using LI solutions, such as SalesQuest, sales leaders in industries (such as CPG & Pharma) can:
- Optimize field travel to ensure more visits per trip.
- Nurture & expand the highest potential accounts & identify gaps.
- Empower reps to spend more time selling.
12%
increase in customer visits per month
7%
reduction in fleet fuel costs
Route Planning
Whether it’s food delivery, haulage or ecommerce, route planning is critical in order to reduce costs & ensure higher levels of customer service. Market-leaders (like DPD, DHL & Securitas) use our platform for constraint-based route optimization, allowing them to:
- Ensure more deliveries or visits per journey.
- Reduce the number of failed visits or deliveries.
- Reduce fleet costs by reducing fuel consumption & vehicle maintenance.
Territory Design
Revising & adapting sales & service territories can be an expensive & disruptive process for your field staff, which is why it’s so important to get it right with the first time. Using Spatial Data Science to align your approach with your organization’s commercial needs is critical in order to run an efficient & profitable operation.
4x
more data used in sales strategy (e.g. crime open data)
What our clients say
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90% of our branch & team managers use CARTO's territory planning solutions to manage more than 2,000 sales reps across Europe. Our efficiency & conversion has increased & it’s a key tool in our sales strategy.
Javier Turmo,
National Sales Director for Securitas Direct at Securitas Direct -
Considering spatial data in our aggressive expansion plans has been a key part of our success. By designing our territories in CARTO, we’ve been able to improve customer satisfaction significantly - working closely with our grocery store partners.
Neera Chatterjee,
Senior Product Manager at Instacart -
With our business in rapid expansion, CARTO has provided a really, easy way to visualize our progress post acquisition. Seeing trends sooner with more spatial context has had a big impact on our growth plans.
Lindsay Hirschhorn,
Data & BI Lead at Delivery.com
Related Content
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BLOG
Balancing Sales Territories in Medical Sales
See how our platform was used to optimize sales territories for a medical devices company in the US - using new data such as traffic to improve routing.
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CONNECT
Salesforce Einstein Analytics
Discover how clients connect CARTO & Salesforce Einstein Analytics using our integration to improve maps & Location Intelligence in your CRM.
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WEBINAR
Spatial Data Science for Territory Design
See a full demo of how Data Science workflows can be used for field optimization in our territory design webinar.
