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PROFITABLE TERRITORY DESIGN

Sales Territory Management: Get Territories that Deliver Results

SPOTIO’s visual mapping tools help you create balanced territories by zip code or custom boundaries. Boost coverage efficiency, reduce territory disputes, and give every field sales rep a clear path to success.

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Underperforming Territories? Upgrade to Data-Driven Territory Design

MAXIMIZE TERRITORY COVERAGE

Turn Every Territory into a Predictable Revenue Engine

Reach more prospects and uncover more deals in every corner. With territories tailored to your markets, your team spends more time closing—not circling blocks.

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FUEL TEAM SUCCESS

Give Your Reps a Real Shot at Their Quota

Use real data and visual mapping to create territories that set everyone up for success. With balanced opportunities, your sales reps can focus their energy on selling and crushing their numbers.

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REDUCE WINDSHIELD TIME

More Selling, Less Driving

Limit drive time with routes built for the field. Reps spend less time traveling—and more time meeting prospects and stacking wins.

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READY TO SCALE

Grow Your Team Without Losing Control

Seamlessly add new reps with territory structures that grow with your team. Parent/child hierarchies mean the right people always see what matters, no matter the team size.

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Trusted by Top-Performing Field Sales Teams

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Territory Management
Built for the Field

Your field team works from their phones, not desks. With SPOTIO’s visual territory tools, you can design balanced coverage areas, assign reps strategically, and track territory performance from the web or your mobile device—ensuring every territory drives maximum results.

Custom Territory Design

Draw your playing field—by ZIP, county, or hand-drawn shapes. Match your go-to-market attack to the real world.

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The Field-First Territory Management Platform

SPOTIO territory management is designed for the unique challenges of field sales. It’s powerful for leaders and brilliantly simple for reps to use every day.

Hit the street with territory controls in your hand—even offline. Reps always know where to focus, plan, and win.

Maps and controls anyone can pick up and use. Teams ramp fast—and stay active, no training bootcamp required.

Connect territory data to routes and activities, so you see exactly what moves the needle.

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Sync Sales Data
Across Your Tech Stack

Your CRM, sales territories, and team assignments flow together—fast. Get unified alignment with Salesforce, HubSpot, Microsoft Dynamics, Zapier, and Zoho.

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Connect Your Territories to Every Sales Action

Territory design is just the start. Connect your territories to daily sales actions—like routing, prospecting, and activity tracking—to create complete performance engine.

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Mobile App

Boost sales productivity in the field

Use a central hub for leads, routes, and activity capture – built for field reps.

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Activity Tracking

Capture sales interactions in real-time

Complete field activity capture with location verification and one-tap logging.

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HighValue Prospects
Lead Management

Identify and convert high-value prospects

Qualify, prioritize, and track leads throughout your sales process.

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Route Optimization

Optimize routes to maximize selling time

Maximize daily visits while minimizing travel time and fuel costs.

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Sales Prospecting

Find & prioritize prospects by sales territory

Location-based prospecting with qualification data to build pipeline.

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Pipeline Management

Track deal progression through close

Visualize opportunities from first contact through final sale.

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Task Automation

Streamline repetitive admin work

Complete data entry, follow-ups, and updates from the field.

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SPOTIO AI

Guidance from your field sales co-pilot

Access intelligent guidance for how-to questions and your sales process.

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Sales Intelligence

Transform data into revenue insights

Analyze performance patterns and identify growth opportunities.

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Data-driven Insights

Track the KPIs that drive revenue growth

Connect daily activities to sales outcomes using the metrics that matter most to you.

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Sales Coaching

Empower every rep to be a top performer

Use performance data to guide training and skill development.

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Sales Leaderboards

Foster success with healthy competition

Motivate reps with real-time performance rankings and visible goals.

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Integrations

Connect with your existing tech stack

Sync seamlessly with CRMs, calendars, and other sales tools.

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Start Creating More Profitable Territories

Let’s show you how to erase guesswork, help your team get in front of more prospects, and fill your pipeline with wins. Book your walkthrough now.

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Customer Success Stories

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If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.

Read Full Testimonial
Mike Shirley
Chief Sales Officer @ HomePro

HomePro is a premier provider of home technology that partners with residential builders to create custom solutions for home buyers during the sales process. HomePro has been very successful with steady year-over-year growth. On average, the company installs top-of-the-line smart home technology and security systems in over 30,000 homes per year.

The Problem:

Due to increased partner and consumer demand, HomePro was growing rapidly. This growth was good for revenue, but made it difficult for the sales team to keep up with the huge influx of demand using their existing process and CRM. This situation led to a variety of challenges that needed to be solved:

  • Lack of visibility for leadership to see field activity
  • Upset customers from missed appointments or follow-ups
  • Difficult to keep reps accountable for assigned leads
  • CRM data became inaccurate because of a lack of timely updates
  • Existing process was manual, time consuming, and created confusion for sales
  • Difficult to identify issues and opportunities in the process or team members

The Solution:

ACTIVITY TRACKING & AUTOMATION

The SPOTIO mobile app made it easy and fast for reps to organize their appointments, provide status updates and meeting notes, and automate tasks and communications to their prospective customers.

MULTI-CHANNEL COMMUNICATIONS

By adopting SPOTIO’s multi-channel communications (MCC), HomePro reps could call, email, and even text directly from the app, while providing a detailed conversation history on every lead for future review.

DIRECT CRM INTEGRATION

Connecting SPOTIO directly with their existing CRM made it drastically easier and faster to update records for reps, which ensured system data was entered more timely and accurately than ever before.

PIPELINE VISIBILITY

More accurate and timely reporting meant that sales leaders could finally see how the process and team members were performing, easily identify issues or opportunities for improvement, and provide better individual coaching.

Mike Shirley
Chief Sales Officer @ HomePro

“If you want to know how your salespeople are doing.

Read Full Testimonial
Jennie Nichols
Chief Sales Officer

If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.

Jennie Nichols
Chief Sales Officer

“If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.”

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Shirley Mike
Chief Sales Officer
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Field Sales Intelligence Hub

Explore these resources to learn more about building a data-driven, high-performing outside sales team.

FAQs

Find answers to common questions about sales territory management with SPOTIO and how it can benefit your team.

Sales territory management is strategically drawing up areas and assigning them to reps or teams—maximizing territory coverage, keeping workloads fair, and making sure no two reps chase the same lead.

By visualizing your data on the map, you can overlay customer density, lead scores, and firmographic or demographic data points to see real opportunity. This allows you to carve territories based on genuine revenue potential, ensuring every rep has an equitable shot at crushing their quota.

Yes. Exclusive territory assignments and user-based permissions ensure reps can only see and interact with leads and accounts within their designated boundaries. This completely eliminates overlap and “who gets what” disputes.

It’s instant. Whether you’re reassigning a territory after a promotion, splitting a market to support team growth, or optimizing coverage, you can simply redraw the boundaries. All changes sync immediately to the field, ensuring zero downtime or confusion.

Absolutely. Our dashboards provide a real-time command center view of your operations. You can instantly monitor activities, pipeline health, and sales results for every territory to identify your top-performing areas and replicate winning strategies.

Yes. We built SPOTIO to scale with you. You can create multi-level parent/child territory hierarchies that mirror your organizational structure, which is perfect for regional managers who need to oversee multiple local teams while giving reps a clear focus.

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