Effective territory planning and optimization is critical for many businesses. Almost every organization that uses field crews for sales, services, or deliveries has a need for organizing field staff into territories or regions.
Well-defined territories increase efficiency, response time, and customer satisfaction while cutting costs.
Territories can be either loosely defined or based on fixed geographical areas, such as postal codes. Work within territories can be different every day or make use of pre-planned, repeating routes. Some of the customer locations may require recurring weekly or monthly visits.