EasyTerritory is the leading sales territory management software to add to your Microsoft Dynamics 365 implementation. Not using Dynamics 365? That’s okay, we support Excel and other CRM and ERP systems as well! EasyTerritory is being leveraged in many industries including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceutical, bio-med, and more. EasyTerritory is web-based and comes in two editions; Standard and Enterprise. Be sure to review the full feature matrix below to see features and functionality by edition and deployment type.
Territory Management
Simplifying territory management is the primary problem we set out to solve! Using EasyTerritory, your sales management 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. For a full matrix of the territory management capabilities and available geographic data, click here.
| See Territory Management in Action |
Geospatial Business Intelligence
The foundation of any smart territory management decision is good geospatial business intelligence. EasyTerritory sales territory management software empowers organizations with the ability to overlay their business data (accounts, leads, opportunities, service calls, store locations etc.) on top of territories to visualize and get real-time statistics during realignment scenarios. With the classification and filtering features, managers can quickly see a breakdown of business data. EasyTerritory makes a great executive dashboard for your CRM or a situational awareness screen in your call center. For a full matrix of the geospatial business intelligence capabilities, click here.
| See How Geospatial Business Intelligence Works |
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 and get turn-by-turn directions with driving time and distance calculations between stops. For a full matrix of the route planning capabilities, click here.
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.
| See How the mobile-view works with Dynamics 365 |
Native CRM Integration
EasyTerritory sales territory management software integrates with modern CRMs like Microsoft Dynamics CRM/365, Salesforce, and SugarCRM. Don’t have a CRM? No problem! EasyTerritory supports Excel/CSV upload or custom integration with other CRM and ERP systems through our API. The EasyTerritory application supports reading and writing territory information to and from your CRM making bulk territory realignment and lead assignment, Easy.
| See how Easy Integration with your CRM is. |
FULL FEATURE MATRIX
| Edition | Standard | Enterprise |
|---|---|---|
| Business Intelligence | ||
| Add data to the map | ||
| Global street and aerial coverage with Microsoft Bing Maps | ||
| Spreadsheet of customer data with addresses | ||
| Advanced-find entity mapping of records with address information from Dyanmics 365/CRM | ||
| Additional datasets provided by EasyTerritory (e.g. Postal Codes, Political Boundaries, Demographic Indicators) | ||
| Custom datasets from organization’s CRM / ERP/ GIS loaded into SQL Server | ||
| High-resolution aerials and Bird’s Eye View from Microsoft Bing Maps | ||
| Traffic from Microsoft Bing Maps | ||
| US weather radar | ||
| Classify and Filter Data | ||
| Customize the symbology (shape and color) classifications of features on the map | ||
| Create classifications by range or exact value based on data fields | ||
| Filter data based on multiple criteria | ||
| Manage Map Features | ||
| Create hotspot density maps from point data | ||
| Point clustering | ||
| Create heatmap (aka. thematic or choropleth) maps | ||
| Identify callout box with feature details | ||
| Select map features by geographic region | ||
| Create travel-time rings by amount of time and method of transportation | ||
| Zoom to the map by street address or free-form text search on map features | ||
| Collaborate, Import and Export | ||
| Save and share maps with others | ||
| Join tabular data with existing map layers | ||
| Export query selection (data-grid) results to Excel | ||
| Export territories in standard geo format | ||
| Territory Management | ||
| Build, Realign, and Delete Territories on the Map | ||
| Bulk create territories from lists of geographies (Countries, States, Counties, ZIPs (Postal Codes), etc.) | ||
| Automatically build territories from scratch using geographies (States, Counties, ZIPs (Postal Codes), etc.) with balancing on data metrics (e.g. Revenue, Customer Count, or Workload) | ||
| Automatically realign territories with balancing on a data metrics (e.g. Revenue, Customer Count, or Workload). | ||
| Manually select geographies on the map using zip code, county, state, and other political boundary layers to build territories | ||
| Realign by moving counties or ZIP (postal) codes between territories | ||
| Support for overlapping (nested) territories (e.g. district>region>territory) | ||
| Edit territories by hand with snapping support | ||
| Edit by stitching, cropping and welding other territories | ||
| Export territory alignments to Excel/CSV (e.g. Postal Code, Rep Name) | ||
| Territory Statistics Features | ||
| Get instant statistics while editing territories (number of accounts, total sales, etc.) | ||
| Get statistics across all territories and color-code them by standard deviation from mean | ||
| Additional Territory Management Features for Dynamics 365 | ||
| Automatically update all CRM entities (accounts, leads, etc.) that are within the territories | ||
| Write territory records back to the territory entity or custom entity in CRM | ||
| Lead assignment support | ||
| Create Marketing List | ||
| Sales and Service Call Productivity | ||
| Partitioning | ||
| Partition (divide) locations by stop delay and drive time | ||
| Schedule visits by week | ||
| Create optimized service/sales territories by proximity, distribution and custom variables | ||
| Routing | ||
| Fine-route for drivers and get turn-by-turn directions | ||
| Print routes | ||
| Save routes | ||
| Send routes to mobile view | ||
| Mobile Sales Productivity | ||
| Share multiple datasets to mobile devices | ||
| Secure your data with EasyTerritory authentication | ||
| Identify and filter data on your mobile map | ||
| Leverage device’s GPS to do on-the-fly routing | ||
| Microsoft Excel, Dynamics 365, Salesforce, SugarCRM, and Third-party ERP/CRM Integration | ||
| Microsoft Excel | ||
| On-the-fly geocoding of tabular lists like Excel/CSV | ||
| Can add, edit and delete column/row data inside of the EasyTerritory project | ||
| Map addresses or latitudes/longitudes | ||
| Microsoft Dynamics 365, Salesforce, SugarCRM | ||
| Accessed from within Dynamics CRM in forms and dashboards | ||
| Support for Dynamics CRM 2011, 2013, 2015 and 365 (Onpremises or Online) | ||
| Map accounts, leads and opportunities, or any custom CRM entity with an address | ||
| Send Advanced Find results to a map | ||
| Third-party ERP/CRM via SQL | ||
| On-the-fly updates of point data from SQL | ||
| Can write markup from EasyTerritory back to SQL | ||
| Can access SQL database and have administrative privileges | (on-prem) | |
| Administration | ||
| Add and manage EasyTerritory users | ||
| Manage user projects | ||
| Create and manage groups (groups support project and data access to specfic users) | ||
| Create and manage catalog data layers | ||
| Advanced application level settings | ||
| Monitor system logs | ||
| Technical Details | ||
| Hosting in the world-class Microsoft Azure cloud (cloud option) | ||
| Supports Azure AD and ADFS 2016 (OpenId Connect) | ||