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Best Sales Territory Management Software

Sara Detrik
AuthorSara Detrik
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Managing sales territories well can make or break a sales team’s success. The right software helps you assign territories, track performance, and maximize opportunities. It keeps things organized and ensures every lead gets the attention it deserves.

With so many tools out there, finding the best fit can feel overwhelming. That’s why we’ve rounded up the top sales territory management software available today. These platforms offer smart features to help teams stay efficient and focused.

Let’s take a closer look at the best options and how they can support your sales strategy.

What Is Sales Territory Management Software?#

Sales territory management software helps businesses organize and manage their sales regions efficiently. It assigns specific areas, accounts, or industries to individual sales reps or teams. This ensures every lead and customer gets proper attention without overlap or missed opportunities.

These tools often include features like territory mapping, performance tracking, and lead distribution. They help sales managers balance workloads, track progress, and make data-driven decisions. With clear territory assignments, teams can focus on building strong customer relationships and hitting their targets.

Why Territory Management Matters in Sales#

A well-defined sales territory keeps your team organized and focused. It helps managers plan smarter sales routes, reduce wasted time, and set clear, achievable goals. When everyone knows their area of responsibility, teamwork improves, and sales performance gets a boost.

Territories aren’t just about geography—they’re often based on sales potential. Balancing these territories ensures the right number of reps are assigned to each area. Too few, and leads get missed. Too many, and reps compete for limited opportunities, leading to inefficiency.

Good territory management also considers factors like:

  • Product type and market demand
  • Competitor presence
  • Distribution and logistics channels
  • Current workload of the sales team
  • Sales potential of each territory
  • Individual rep performance and experience

When territories are well-balanced, sales teams operate more smoothly. Customers get better service, reps stay motivated, and managers can track performance more accurately. It’s a win-win for the business and its people.

How to Choose the Best Sales Territory Management Software#

Picking the right software comes down to finding a tool that fits your team’s needs and helps them work efficiently. Here’s what to look for:

Scalability#

Your software should grow with your business. Whether you’re managing a small team or a large, expanding sales force, the platform should handle increasing users, territories, and data without slowing down.

Integrations#

Seamless integration with your existing tools makes everything easier. Look for software that connects with your CRM, analytics platforms, and communication tools so data flows smoothly across your systems.

Simple Interface for Fast Onboarding#

A user-friendly design saves time and frustration. Sales reps should be able to navigate the platform quickly, so they can focus on selling—not learning complicated software.

Customer Support Availability#

When issues pop up, fast and helpful support makes all the difference. Choose a provider known for responsive customer service and multiple support channels like chat, phone, and email.

Detailed Reporting#

Strong reporting tools help you track performance and make informed decisions. Look for features like territory performance analysis, lead tracking, and revenue forecasts.

Availability of Key Features#

Make sure the software offers essential tools like territory mapping, lead distribution, workload balancing, and performance monitoring. A platform with the right mix of features keeps your team organized and efficient.

Best Sales Territory Management Software#Xactly#
  • Best For: Large businesses with global teams and complex sales structures.
  • Best Feature: Automated commission payouts, saving time and reducing errors.

Xactly offers a powerful platform designed to boost sales performance and drive consistent revenue growth. It combines data-driven planning, automated incentive strategies, and accurate forecasting to help businesses manage their sales operations efficiently. By aligning sales efforts with broader company goals, Xactly helps create a more focused and profitable strategy.

Key Features

  • Compensation Plan Design: Build effective and motivating pay structures.
  • Automated Payouts: Ensure commissions are accurate and on time.
  • Real-Time Visibility: Give sales teams instant access to their earnings data.
  • Integrated Forecasting: Use compensation data to predict revenue more accurately.
  • Seamless Integrations: Connect easily with CRM, ERP, and HR systems.
  • Collaborative Planning: Align sales and go-to-market teams for strategic planning.

Pros

  • Strong data-driven insights
  • Wide range of integration options
  • Real-time visibility into sales performance

Cons

  • Steeper learning curve for new users
  • Pricing may be high for smaller businesses
Varicent#
  • Best For: Mid-to-large companies with global sales teams and complex incentive programs.
  • Best Feature: AI-driven performance insights for better sales planning and forecasting.

Varicent helps businesses maximize revenue and boost sales performance through smart data and AI-driven insights. Its platform streamlines sales planning, territory management, and incentive strategies, making it easier for companies to hit their revenue targets. By tackling inefficiencies and aligning sales goals, Varicent keeps sales teams focused and productive.

Key Features

  • Incentive Compensation Management: Automate complex commission processes for accuracy.
  • Sales Planning: Design balanced territories and align quotas with revenue goals.
  • Artificial Intelligence: Use predictive insights for smarter decision-making.
  • Quota Management: Adjust sales targets to match business needs.
  • Territory Management: Optimize coverage and avoid under- or over-serviced areas.
  • Analytics and Reporting: Get detailed insights to improve sales strategies.

Pros

  • Strong AI and analytics capabilities
  • Flexible quota and territory management
  • Comprehensive reporting tools

Cons

  • Higher cost for smaller businesses
  • Requires training to fully utilize advanced features
Forma.ai#
  • Best For: Businesses of all sizes with complex sales operations.
  • Best Feature: AI-driven sales planning and performance management.

Forma.ai is an AI-powered sales performance management platform designed to unify sales planning and execution. It streamlines territory, quota, and incentive management with advanced data modeling and automated workflows. This all-in-one platform helps businesses deploy and manage sales strategies faster and more efficiently.

Key Features

  • Automated Sales Compensation: Build and manage sales comp plans with ease.
  • Territory Planning and Management: Design and balance territories for optimal coverage.
  • Quota Planning: Align sales targets with business goals.
  • Capacity Management: Ensure teams are properly resourced for their territories.
  • Performance Analytics: Get detailed insights into sales team performance.
  • Extensive Integrations: Connect with over 200 data sources for a seamless workflow.

Pros

  • Comprehensive, AI-powered platform
  • Strong data integration capabilities
  • Advanced planning and reporting features

Cons

  • May require training for full utilization
  • Pricing can be high for smaller businesses
Leadspace#
  • Best For: B2B companies looking to improve customer acquisition and territory planning.
  • Best Feature: Advanced data unification and segmentation for better market insights.

Leadspace is a B2B Customer Data Platform designed to streamline customer acquisition and sales strategy. It combines market data, first-party integration, and powerful analytics to help businesses identify their Total Addressable Market (TAM) and Ideal Customer Profile (ICP). By enriching data and improving CRM integration, Leadspace enhances territory planning and sales engagement.

Key Features

  • B2B Data Graph: Enriches data with insights from over 30 third-party sources.
  • Studio Platform: Analyze market potential, segment leads, and score customer fit.
  • CRM Integration: Improves data quality for better lead routing and territory management.
  • Data Unification: Merges first-party and third-party data for complete buyer profiles.
  • Segmentation and Modeling: Builds targeted segments and fit models for more precise outreach.
  • Intent Scoring: Prioritizes leads with advanced fit and intent scores.

Pros

  • Strong data enrichment and unification capabilities
  • Powerful tools for market analysis and customer profiling
  • Seamless CRM integration for enhanced territory planning

Cons

  • Requires high-quality input data for the best results
  • May have a learning curve for new users
Openprise#
  • Best For: B2B companies looking to streamline RevOps and align sales and marketing.
  • Best Feature: No-code platform with powerful data management and automation tools.

Openprise simplifies revenue operations by automating critical processes and breaking down silos between sales and marketing teams. This no-code platform helps businesses clean, unify, and manage data while scaling operations efficiently. With robust territory planning and real-time market response capabilities, Openprise supports revenue growth and operational alignment.

Key Features

  • Data Management: Cleans, standardizes, and deduplicates data for high-quality insights.
  • Territory Planning: Streamlines account and territory management with advanced simulation tools.
  • Automated Enrichment: Enhances contact and account data from multiple vendors.
  • AI-Powered Insights: Uses AI for data fracking, buying group automation, and lead scoring.
  • ICP/TAM Analysis: Identifies ideal customer profiles and total addressable market for better targeting.
  • Cross-Channel Modeling: Aligns sales and marketing efforts across multiple channels.

Pros

  • Comprehensive data management and enrichment capabilities
  • No-code platform makes implementation and use simple
  • Advanced AI tools for smarter decision-making and automation

Cons

  • Requires time to fully set up and optimize data pipelines
  • Best suited for larger companies with complex data needs
Final Thoughts#

Sales territory management software can make a huge difference in how efficiently your sales team operates and how well you hit your revenue targets. Dimmo stands out by offering AI-generated insights and comprehensive content creation, helping sales managers and executives make informed purchasing decisions while boosting online visibility. Whether you need advanced AI, seamless data integration, or powerful territory planning, there’s a solution designed to fit your needs.

By focusing on features like scalability, ease of use, and detailed reporting, you can find the right software to streamline operations and drive growth.

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