Rapidly Growing Health Tech Company Streamlines Territory Planning

Problem:
The rapidly growing health tech company struggled with inefficient territory management as their sales team expanded. Manually assigning accounts to sales reps led to delays, overlapping territories, and missed opportunities. Additionally, managers lacked visibility into account distribution, making it difficult to optimize resource allocation and ensure fair workload distribution.

Solution:
By implementing Salesforce Territory Planning, the company automated territory assignments and provided managers with a visualized, intuitive way to define territories based on geographic data. The tool streamlined the process of adding new accounts, ensuring they were automatically assigned to the correct sales rep. This not only reduced administrative overhead but also empowered the sales team to focus on building relationships and driving revenue growth.