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Rules based Territory Management vs manual account assignments.....which do companies more often chose? (MS Dynamics)

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Posted on by Darrin Farnsworth

Hello forum,

Does anyone have a sense for how widely used rules based Territory Management is in MS Dynamics vs manual account assignments? I understand Territory Mgt is available by default, but I'm interested to know whether a high percentage of companies A) have the need for it and B) find Territory Mgt to be a capable feature and use it.

Also interested to know whether Territory Mgt has limitations that prevent a substantial number of companies from using it and what those limitations/scenarios are.

Thanks in advance for any insight/comments received.

Darrin

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AS-15041545-0 36 on at

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Rules based Territory Management vs manual account assignments.....which do companies more often chose? (MS Dynamics)

There is huge value in automatic assignment when the volume of leads is fairly high.

On most Enterprise Sales projects automatic assignment is part of the delivery. This might be using configuration (rules), but could also be something like a Power Automate (flow) depending on the complexity of needs.

Cheers Anne
Inogic 462 on at

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Rules based Territory Management vs manual account assignments.....which do companies more often chose? (MS Dynamics)

Hey Darrin,

Companies often choose between manual account assignments and rules-based Territory Management based on their specific needs. Manual assignments can be straightforward but may lead to inefficiencies, such as overlapping territories or uneven distribution of accounts. These may lead to untapped leads or overburdened sales agents.
On the other hand, rules-based Territory Management automates the assignment process, ensuring a balanced and organized allocation of accounts. For organizations seeking to enhance their Territory Management capabilities within Dynamics 365, special add-on applications offer advanced features. They enable users to create and assign territories using various criteria, such as postal codes, cities, or custom shapes. Allow for the visualization of these territories and their records on maps based on criteria, facilitating better planning and decision-making. By leveraging such comprehensive tools as Maplytics, businesses can optimize their sales strategies and improve overall efficiency.
Do try out!

Thanks,

Sarika
AppJetty 1,019 on at

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RE: Rules based Territory Management vs manual account assignments.....which do companies more often chose? (MS Dynamics)

Hey,

There’s no exact count to back the need for territory management. But as far as a sales team is concerned, territory management is an effective solution. It makes it easy to assign territories. If you go for manual assignments, you may end up assigning the same territory to two or more reps. That won’t be the case with territory management.

However, the demand for territory management depends on your business requirements. If you have limited territories to target that you can count, then you may not have a sheer need for it. But again, it depends on the extension you use. Many mapping tools provide you more than territory management. They equip you with heat maps, live tracking, route optimization, and more.

As for limitations, it again depends on your use and demand. Mappyfield provides all functionality.

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