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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Effortless sales and field service territory mapping for Dynamics 365, Power BI, and Excel is achievable with our top-rated solution on Microsoft AppSource. EasyTerritory stands out as the premier web-based mapping software specifically designed for managing sales territories, planning service capacity, and providing geospatial business intelligence integrated with Microsoft Dynamics 365, Excel, and Power BI. For those not utilizing Dynamics 365, EasyTerritory remains versatile, also supporting Excel, Power BI, and SQL Azure. This powerful tool is utilized across various sectors, including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our mission is to simplify the challenges associated with territory mapping and management. With EasyTerritory, sales managers gain the ability to create and adjust their sales representatives' territories seamlessly on an interactive map, enhancing operational efficiency and strategic planning. As a result, organizations can better optimize their resources and drive sales performance.

Description

Booking meetings becomes ineffective when you're targeting the wrong accounts; therefore, it's essential to allocate the appropriate accounts at the optimal time. To enhance sales efficiency, identify the gaps in your CRM and direct your sales representatives towards accounts with a higher likelihood of conversion, transitioning to dynamic account management. This shift from traditional static territories to a more versatile and resilient approach is where dynamic booking proves invaluable. Having extensive experience in the RevOps field, we understand the specific needs of high-performing sales teams, as we've been on the front lines ourselves. Discover how dynamic books serve as a viable alternative to conventional static territories by accessing our complimentary guide on dynamic book management. Our offerings include the assignment of both built-in and custom objects, adaptive round-robin allocation based on parameters such as weight, capacity, and availability, along with comprehensive logging, audit history, and reporting functionalities. Additionally, we provide premium onboarding and dedicated support to ensure smooth implementation of dynamic book management. Embrace this innovative approach to transform your sales strategy today.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azure IoT Hub
Azure SQL Database
Beekeeper
Clumio
Dynamics 365 Field Service
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Marketing
Microsoft Excel
Microsoft Power BI
Omnipresent
Outreach
QuotaPath
Salesforce
Slack
Talkwalker
Upwork

Integrations

Azure IoT Hub
Azure SQL Database
Beekeeper
Clumio
Dynamics 365 Field Service
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Marketing
Microsoft Excel
Microsoft Power BI
Omnipresent
Outreach
QuotaPath
Salesforce
Slack
Talkwalker
Upwork

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$200 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

EasyTerritory

Founded

2015

Country

United States

Website

www.easyterritory.com

Vendor Details

Company Name

Gradient Works

Country

United States

Website

www.gradient.works/

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