Territory Management
The right customer in the right territory — dynamic, flexible, and integrated.
The CRM system provides comprehensive mapping of the organizational structure and supports the management of flexible territory structures based on zip codes, landscape or RPI segments. With integrated territory management, organizations can be automatically calculated or manually assigned using precise filters. Additionally, the system allows users to be assigned territories based on roles and time periods, including the management of primary territories and the mapping of vacancies to ensure seamless territory management.
Functional Scope
Mapping of the organizational structure
Flexible territory structures (such as zip code, RPI, landscape)
Territory management with calculation and assignment incl. filter
Manual assignment of organizations
Territory assignment of users with roles and duration
Mapping of primary territories and vacancies
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Base
Persons & Organizations
Calendar
Administration
Territory Management
Task
Attributes
Activities
Professional
Reports
Offline
Selections
Time on Territory
Expenses
Multichannel
Frequency planning
Personal Interaction
Personalized Email
Consent
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eDetailing
Phone Interaction
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Order Entry
Events
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Medical Requests
Video Interaction
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