This solution is in continuation to full article written at http://www.veonconsulting.com/territory-management-solution-sugarcrm/. Teams are always organized as per geogprahy or territories. Hence control on information access is also essential in a similar fashion else there could be channel conflict. Have total control of who sees what within SugarCRM. You can also run multiple divisions of a company within the same CRM instance.

1. TERRITORY MANAGEMENT ON SUGARCRM 7.X
VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES
TERRITORY
MANAGEMENT
DEMONSTRATION

2. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES
OVERVIEW
A QUICK
Solution Brief
Walk-Through with Explanation
Benefits
Reach Out
INTRODUCTION

3. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES
TERRITORY MANAGEMENT - SOLUTION BRIEF
SOLUTION
A BRIEF ON
Sales Information must reach the right stakeholders.
Usually this should be in a manner which reflects the reality
on ground. Sales team are organized across geographies /
territories. Therefore, data access must remain in the same
manner.

4. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES
USA
ACCESS ACROSS
Sales head has access across the country.
Information access is complete.
He can view information for all the sales representatives.
TERRITORY MANAGEMENT SOLUTION - SOLUTION WALK-THROUGH

5. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES
TEXAS
ACCESS ACROSS
Regional head has sales access to Texas.
Information access limited to all information within TX.
He can view information for sales reps within TX.
TERRITORY MANAGEMENT SOLUTION - SOLUTION WALK-THROUGH

6. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES
TEXAS
ACCESS ACROSS
Regional head has sales access to Texas.
Information access limited to all information within TX.
He can view information for sales reps within TX.
TERRITORY MANAGEMENT SOLUTION - SOLUTION WALK-THROUGH

7. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES
HOUSTON
ACCESS WITHIN
Sales can view information within Houston.
He cannot view information at higher level.
TERRITORY MANAGEMENT SOLUTION - SOLUTION WALK-THROUGH

8. VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES
TERRITORY MANAGEMENT - BENEFITS
OF THE SOLUTION
BENEFITS
The solution helps you to gain control and organize your sales effort in a
streamlined manner. It also helps you to minimize sales conflict and have
best possible ROI on your sales effort

9. TERRITORY MANAGEMENT - REACH OUT
VEON CONSULTING | THOUGHT LEADERS IN CRM CONSULTING FOR SMALL ENTERPRISES
WWW.VEONCONSULTING.COM
REACH OUT AT