Territory Management

LogixOne CRM allows you to compartmentalize customers based on geography, demography, products or any other useful criteria according to the trends of your industry to help your sales team gain valuable insights. Once a contact is associated to an account, configure rules based on country, state, district, or product lines to create a territory that auto-populates when you add new contacts that match your rules. This process allows you to maintain laser focus on territories and customers that can go on to be most beneficial for you in the long run.

Set and track sales targets effortlessly

Get a consolidated view of closed deals and forecast your sales pipeline by territory. Analyze each region by identifying teams that are making a profit and the best performing sales representatives.

Segment and organize your customers

Set rules to automatically assign accounts to territories, and make sure the right people are working together from the beginning.

Get insights on territory-wide sales

You don’t need multiple tabs to see sales activities across territories. Use LogixOne CRM’s interactive reports and analytics to get a clear understanding of your sales and make smarter decisions.