Sales Territory Mapping for Dynamics 365, Power BI, & Excel Made Easy!

#1 rated mapping and territory management solution on Microsoft AppSource.

Territory Management in Dynamics 365

EasyTerritory is the leading web-based mapping software for sales territory management, service territory capacity planning, and geospatial business intelligence for Microsoft Dynamics 365, Excel, and Power BI.

EasyTerritory Sales Mapping Features

EasyTerritory is the leading sales territory management software to add to your Microsoft Dynamics 365 implementation. Not using Dynamics 365? That’s okay, EasyTerritory supports Excel, Power BI, SQL Azure as well. EasyTerritory is being leveraged in many industries including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceutical, bio-med, and more.

Territory Management

Simplifying territory management is the primary problem we set out to solve! Using EasyTerritory, your sales management team can build and realign their sales rep territories on an interactive map using geographic data such as postal codes and county boundaries. The product’s data import capabilities allow users to import existing data from programs like MapPoint to quickly get to a baseline territory alignment. EasyTerritory ships with a variety of datasets, including up-to-date US ZIP (Postal) Codes.

Sales and Service Call (Route) Planning

Service planners, route managers, and traveling sales reps love EasyTerritory! Our solution streamlines service calls and delivery scheduling for organizations and can be easily integrated with your existing scheduling system. Service planners, schedulers, and sales reps can use EasyTerritory to plan efficient routes, getting turn-by-turn directions with driving time and distance calculations between stops.

Mobile Sales Productivity

Give your outside sales representatives an easy way to search for leads and accounts while out in the field with the EasyTerritory Mobile View. The EasyTerritory Mobile View allows sales reps to click on locations to get lead or account details and use the phone’s built-in navigation to account for real-time traffic and get them there quickly. With GPS support, you can find a new appointment near you when the inevitable cancelation occurs. EasyTerritory Mobile View supports SSO and direct integration back to Dynamics 365 for quick record updating.

Territory Management in Dynamics 365

EasyTerritory is built for Microsoft Dynamics 365! Don’t have a Dynamics 365? No problem! EasyTerritory supports Excel and Power BI integration or custom integration with other common CRM and ERP systems through the data feed API.

Making Territory Management Easy For These Customers