Sales Management According To Areas With Elegance

Who is the solution for:

  • Sales

Please turn on subtitles to watch this video in English!


  • Do you have your customers divided by region or other criteria?
  • Do you want customers and opportunities to be automatically assigned to the relevant areas?
  • To include a definable structure and hierarchy as part of the solution?
  • Would you like to automate the assignment of traders according to company rules?
  • To set permissions according to these rules?
  • And all this to be reflected in forecasts and reports?


  • + 26% deal closing;
  • + 32% lead conversion;
  • + 38% more accurate forecast;
  • + 38% sales productivity;


  • Modern user interface;
  • Complete customizability;
  • Mobility, speed and efficiency;
  • Regional model;
  • Regional hierarchies;
  • Prioritization of areas;
  • Determining areas according to criteria;
  • Automatic sorting of customers by area;
  • Automatic ranking of opportunities by area;
  • Automatic assignment of traders according to criteria;
  • Sophisticated area-based reporting;
  • Cooperation of traders and teams;
  • Team communication;
  • Setting rights based on areas;
  • Mobile application.

Solution description:

  • Introductory workshop;
  • Project management;
  • Complete documentation;
  • Adjustment according to the required solution;
  • End-user training.

Implementation duration:

  • 6 dní