Territory Management CRM

1. Home / Products / FSM / Features / Territory-Management FSM Features FSM-Pricing Ebooks FAQ Schedule a Demo Or call us at +1 609-281-5272 TERRITORY MANAGEMENT Better Customer Experience with LionO360 Bolster customer service, encourage sales, and enhance your customer base by leveraging LionO360 Territory Management platform. ritory Creation Custo ‹

2. itories using different attributes n, customer type, zip code, state, region, etc. Dashboards c territory map view mer Segregation customers based on different to different groups of field sales ves using LionO360 FSM. tomer Visibility ibility for specific geolocation to s based on the assigned territory ve granted access to. Territory Management ?? sec ?? sec

3. Increase Sales Efficiency Structure and streamline your territories with the LionO360 territory management module to ensure that your customer is heard and served a personalized experience. Territories when aligned properly help increase your sales team’s productivity, uplift their selling potential, and maximize business outcomes.

4. Task Accomplishment by Field Executives Strengthen your field executives’ capability to confidently undertake challenges and ensure accomplishing assigned tasks in a defined time frame. Assign different customer questionnaires and promotional field operations leveraging the territory management module of LionO360 Field Service Management. Boost Productivity Today with LionO360 CRM The first complete business management software for small business with CRM, Inventory, Accounting, and much more. Schedule a Demo

5. Improve Your Customer Experience Territory management when combined with structured route planning helps to foster more improved relationships with customers while saving travelling time and involved costs. Based on your field representative’s performance history, complex customer visits can be managed to ensure a stronger value proposition. Seamless Territory Creation LionO360 FSM comes with seamless territory creation functionality whereby territory can be created and defined under a specific channel using a web version along with efficient categorization. LionO360 Field Service Management also enables you to

6. create territory using the “View on Map” filter eliminating the need to switch between modules which in turn saves time and enhances efficiency. Access Leads and Accounts on Map Lead filter and account filter functionality allows you to access the leads and accounts in LionO360 FSM distinctively demonstrated using different color codes. Further, these leads or accounts can be assigned to the specific sales personnel to be followed for improved conversions. Customizable Dashboard

7. Leverage a customizable dashboard to access what’s happening in the specific territory in real-time using LionO360 Field Service Management. Let your Territory managers set their specific territory map on their dashboard to access territory insights whether using web version or mobile devices. Schedule a Demo Watch Video Call Us +1 609-281-5272