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What is EasyTerritory?

Effortless territory mapping for sales and field service within Dynamics 365, Power BI, and Excel is made possible through our highly-rated solution available on Microsoft AppSource. EasyTerritory is recognized as the leading web-based mapping software tailored for the management of sales territories, planning service capacity, and delivering geospatial business intelligence, all seamlessly integrated with Microsoft Dynamics 365, Excel, and Power BI. Even for those who do not use Dynamics 365, EasyTerritory provides flexibility by also supporting Excel, Power BI, and SQL Azure. This robust tool finds application in diverse industries such as logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our goal is to alleviate the complexities involved in territory mapping and management. With EasyTerritory, sales managers can effortlessly create and modify territories for their representatives through an interactive map, which not only boosts operational efficiency but also aids in strategic planning. Consequently, organizations are better equipped to optimize their resources, ultimately enhancing sales performance and driving growth. By streamlining these processes, businesses can focus more on their core activities and less on administrative tasks, leading to improved overall productivity.

What is 1Channel Territory & Beat Management?

1Channel's Territory & Beat Management Software allows distribution and field sales teams to create intricate geographic hierarchies, which can range from state levels down to city, pin code, zone, region, district, and taluka, allowing for various degrees of detail. Each geographic area is divided into manageable beats, where different outlets are organized and assigned to one or more field representatives. Users have the flexibility to plan visits across an entire beat or focus on individual outlets, with options for recurring schedules as required. The mobile application that accompanies the software equips field teams with their daily assigned beats, helps in navigation to each outlet, and streamlines order placements while utilizing GPS and camera features for geo-tagged check-ins. This territorial structure also aligns with pricing strategies, sales goals, and visit objectives, offering over 24 detailed reports that monitor beat coverage and adherence to visit protocols, ensuring that teams work efficiently and effectively within their designated areas. The integrated nature of this system significantly boosts productivity while also delivering critical insights that aid in strategic planning and decision-making. Ultimately, it fosters a well-organized approach to sales management that benefits both teams and the overall business.

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Media

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Integrations Supported

Azure IoT Hub
Azure SQL Database
Dynamics 365 Field Service
Microsoft Dynamics 365
Microsoft Dynamics 365 Marketing
Microsoft Excel
Microsoft Power BI

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Contact for pricing

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

EasyTerritory

Date Founded

2015

Company Location

United States

Company Website

www.easyterritory.com

Company Facts

Organization Name

1Channel

Date Founded

2014

Company Location

India

Company Website

www.1channel.co

Categories and Features

Sales Planning

Not specified

Territory Mapping

Not specified

Categories and Features

Field Sales

Not specified

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