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8 Steps to Create & Execute a Winning Sales Territory Plan

Sales territory planning and territory management are foundational pillars of successful revenue teams. While changes are inevitable as any marketplace evolves, it’s important to establish sales territory plans in a fundamentally correct manner.

First things first, note a sales territory is a segment of a larger market based on one or more criteria — such as account size, geographic region, industry, and/or others  — that is assigned to a specific team or representative.

Sales territory management, on the other hand, is the process of overseeing sales territories by prioritizing, managing and growing groups of prospects and customers arranged and organized by market segments. 

Use this easy-to-follow infographic to give the develop of your growth plan a competitive head start to succeeding. 

  • Lead Management
  • Lead Routing
  • Revenue Orchestration
  • Sales

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Customer Story
How LeanData Acts as the Foundation of Spekit’s Integrated Tech Stack

Laura Wheeler, VP of RevOps and Enablement at Spekit uses LeanData to ensure that leads being routed to the sales team are equitable and creating equal opportunities across the team.