Sales territory planning helping businesses optimise resource and ROI
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Sales Territory Planning

Sales territory planning helps you to optimise the allocation of people and resources to the right stores in the best locations in order to maximise ROI.

Optimising your resources effectively helps drive cost efficiencies and provides retailers and brands with the best platform to promote growth.

As organisations grow through acquisition, diversity and increasingly complex routes to market, the challenge for brands and retailers is to streamline resources to focus on consolidating product ranging for a complete category picture while, at the same time, limiting the cost of expensive field sales resources. Sales territory planning supports sales force optimisation through data analysis and delivers balanced territory creation, optimised call frequency and route planning.

Our Sales Territory Planning service includes:
  • Creating balanced sales territories based on call frequency and volume for growth, maintain and fix metrics
  • Creating territories using customer data (eg sales) combined with consumer, workplace, mobile, online, competitor and retail geo-demographics to provide a ‘Total Picture™’ of the marketplace
  • Grading and ranking of stores against footfall potential and growth opportunity around each individual store
  • Matching people and resources to new optimised territories to provide efficiencies around service levels
  • Optimising field force efficiencies to reduce costs and increase productivity
  • Route planning based on proximity to sales territory and stores
  • Geographic mapping of sales territories to improve market coverage and route to market

This can be delivered through balanced territory creation, optimised call frequency and route planning. We have helped our clients to address resource and sales territory imbalances through our resource and territory planning projects, refocusing resources based on opportunity available and business need.

If you are looking for our offices,
you can find us at the following address:

Serendipity2

Augusta House

18 Augusta Place

Leamington Spa CV32 5EL

United Kingdom


t 01926 887 555
e [email protected]