This checklist is designed to help sales teams effectively manage and optimize their sales territories to maximize potential and improve efficiency in reaching customers.
Identify and outline the specific geographical regions or segments that each sales representative will be responsible for.
Evaluate the sales potential of each territory based on market size, customer needs, and competition.
Allocate sales representatives to each territory based on their expertise, experience, and workload balance.
Establish clear sales targets and performance metrics for each territory to ensure accountability and focus.
Create detailed action plans that outline strategies for each sales representative to achieve their targets within the designated territory.
Set up systems and tools to monitor sales activities and performance in each territory.
Schedule regular reviews of the sales territories to make adjustments as necessary based on performance and market changes.