OUT-OF-THE-BOX APPS
Visualize, align and update territories with ease. Six prebuilt applications covering the rules that produce an alignment, three different ways of deciding whether that alignment is fair, and the communication layer that tells a salesperson what changed.
Optymyze structures and manages territories and hierarchies across the organization, including design, modeling, realignments, ownership changes and effective-dated structures that keep coverage aligned with performance measurement. The apps below are the prebuilt front ends onto that.
Used by sales operations.
Defines and maintains the rules that produce a set of territory alignments, working from actual entity instances such as named accounts and territories rather than abstract criteria. Alignments are effective-dated, so a mid-year change preserves the structure that was in force for prior-period measurement.
These three apps encode three different definitions of a fair territory, and they frequently disagree with each other. Running only one is how alignments end up defensible on paper and resented in the field.
Used by sales operations, sales leadership.
Balances alignments on account metrics: how many accounts each territory carries, of what type, and at what concentration.
Used by sales operations, sales leadership.
Balances alignments on sales force capacity: whether the work a territory implies fits the time a salesperson actually has.
Used by sales leadership.
Balances alignments on opportunity: whether the revenue available differs materially between territories that look equivalent on account count.
Equal account counts, equal workload and equal opportunity are three different things, and optimizing for one routinely breaks the others. The argument a sales leader is about to have with a region is usually about whichever of the three you did not run.
Used by sales operations, manager.
Visualizes attainment by territory on an interactive map, at product level, to gauge how an individual's products are performing where they sell them.
Used by salespeople and their managers.
Gives a salesperson visibility into the accounts and opportunities inside their territory.
This is what makes a realignment land as information rather than as a rumor. It is the cheapest thing on this page to deploy and the one with the clearest effect on how a realignment is received.
Optymyze models any hierarchy and any coverage structure, from a single geographic territory to overlay roles, matrix assignments, named-account teams and product-based territories running simultaneously, with a single payee assignable to multiple positions at once.
Realignments, ownership changes and producer-of-record transitions all carry effective dating, which allows you to build a balancing or modeling application specific to your own definition of coverage without losing historical comparability.
For capability detail rather than the application inventory, see sales territory management in the knowledge base.
See how Optymyze automates sales commissions, quotas, territories and objectives with speed and accuracy, in a session built around the program you run today.
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