Territory Management Made Simple

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The document discusses territory management capabilities in Salesforce. It begins with an overview of key territory management functions like maintaining territories, goals and strategies, analyzing data, modeling hierarchies, and assigning accounts and people to territories. It then discusses a customer case study where a company implemented territory management in Salesforce to improve accountability, collaboration and productivity among their sales team. The presentation concludes with a discussion of ongoing maintenance needs and the positive results the company experienced after implementing territory management.

Wirtschaft & Finanzen Business

Territory Management Made Simple Tom Urban – Array Networks Brad Mattick and Josh Aranoff – salesforce.com

Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object],Brad Mattick Salesforce.com Josh Aranoff Salesforce.com Tom Urban Array Networks Brad Mattick Salesforce.com

Brad Mattick Senior Product Line Manager Salesforce.com [email_address]

Territory Management Defined ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Reorganization ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Key Capabilities ,[object Object],[object Object],[object Object],[object Object],[object Object],1 2 3 4 Generally Available 5

Josh Aranoff Consulting Salesforce.com [email_address]

Before you begin ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Understand the Capabilities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sample Task List ,[object Object],[object Object],[object Object],[object Object],[object Object]

While you implement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Before You Go Live ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Tom Urban Director of Sales Operations Array Networks [email_address]

Background - Who We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Alignment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Key Business Issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Key Business Issues (cont) ,[object Object],[object Object],[object Object],[object Object],[object Object]

Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Implementation ,[object Object],[object Object],Used Sandbox Went Live Kicked off with Salesforce.com Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Array Networks Territories EMEA EMEA - Northern Europe APAC APAC - Japan EMEA EMEA - Southern Europe/Africa WORLDWIDE EMEA WORLDWIDE CHNA APAC APAC - Pacific APAC APAC - Middle East APAC APAC - Asia WORLDWIDE APAC AMER AMER-Government AMER AMER - Southwest AMER AMER - Southeast AMER AMER - South Central AMER AMER - Northwest AMER AMER - Northeast AMER AMER - North Central WORLDWIDE AMER WORLDWIDE Reports To Territories

Post Go-Live ,[object Object],[object Object],[object Object],[object Object],[object Object]

Conclusions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results

Unlimited Customer Modeling ,[object Object],[object Object],[object Object],Enterprise-class customer modeling and security controls ,[object Object],[object Object],[object Object],[object Object]

Brad Mattick Senior Product Line Manager Josh Aranoff Consulting QUESTION & ANSWER SESSION Director of Sales Operations Tom Urban

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Territory Management Made Simple

1. Territory Management Made Simple Tom Urban – Array Networks Brad Mattick and Josh Aranoff – salesforce.com

4. Brad Mattick Senior Product Line Manager Salesforce.com [email_address]

8. Josh Aranoff Consulting Salesforce.com [email_address]

10.

11.

12.

13. Tom Urban Director of Sales Operations Array Networks [email_address]

14.

15.

16.

17.

18.

19.

20. Array Networks Territories EMEA EMEA - Northern Europe APAC APAC - Japan EMEA EMEA - Southern Europe/Africa WORLDWIDE EMEA WORLDWIDE CHNA APAC APAC - Pacific APAC APAC - Middle East APAC APAC - Asia WORLDWIDE APAC AMER AMER-Government AMER AMER - Southwest AMER AMER - Southeast AMER AMER - South Central AMER AMER - Northwest AMER AMER - Northeast AMER AMER - North Central WORLDWIDE AMER WORLDWIDE Reports To Territories

21.

22.

23. Brad Mattick Senior Product Line Manager Salesforce.com [email_address]

24. Roadmap

25.

26. Brad Mattick Senior Product Line Manager Josh Aranoff Consulting QUESTION & ANSWER SESSION Director of Sales Operations Tom Urban

Territory Management Made Simple

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