Managing Your Territory as a Business

The Outlook CRM System intended to provide salespeople with the key concepts and tools to be able to make thoughtful decisions about how to allocate their activities, time and resources in accounts that will bring them the greatest return. It is based on the premise that a salesperson’s territory is similar to a business. CRM Outlook Accounts represent customers that have to be identified, engaged, and acquired in order for the business to thrive.  On the other hand, the salesperson, like the owner of a business has to make investment decisions about how he/she will invest limited resources to get maximum return.  In this case the best CRM Programs include the ability to organize marketing materials, people, time and energy.  Each Microsoft Outlook CRM Activity represents an investment.  The salesperson as businessperson has to get a payoff for each investment.


Step1: Diagnosis: What Are You Doing Now?


  • How do you go about planning your week with Microsoft Outlook Based CRM?
  • How do you currently classify your accounts?  What Outlook CRM Software do you use?
  • How do you determine what activities to carry out in accounts and when to do the activity?
  • What type of information do you collect?  How do you organize the information?  How do you fill  information gaps within your Outlook Based CRM Software?
  • How do you plan strategy around specific accounts inside your Outlook CRM?
  • How do you currently manage your funnel?(The flow of business needed to achieve ongoing revenue targets CRM Integration with Outlook?
  • How do you decide how to spend your time with CRM Software Outlook?
  • How do you plan to Outlook Customer Support that will be lost during the sales cycle?

[Coaches Note: The answers to these questions will identify the degree to which AR’s are thinking about and executing a strategic way to manage their territory.  Free CRM Software Outlook. Although there is no one “right” way to do this, the key success factor is that salespeople have CRM Integration with Outlook or rationale for making decisions about their activities in accounts.]

Your territory is your business

One of the ways to begin thinking about your territory as a business is to apply the concepts of business issue selling to an analysis of your territory.  For example: Prophet CRM

  • What are the external, organizational, and functional issues are you facing in your territory that can be addressed with CRM Software for Outlook and Microsoft Outlook CRM Software.
  • How do they influence your performance issues and Outlook CRM Free?

Based on this analysis of business issues and CRM Integrated with Outlook, what conclusions can you make about how to address these issues with the resources that you have at your disposal?  How do these issues impact your decisions about how you spend your time and whom you call on with your Outlook CRM Software?

[Coaches Note: The analysis should trigger the awareness that there is a myriad of factors that influence the success of my efforts in CRM that Integrates with Outlook.  An individual salesperson can’t really hope to control even a small fraction of these factors.  He/she can, however, understand Microsoft Dynamics CRM and make conscious decisions about which factors to influence and ultimately spend  time dealing with the ones that have the greatest pay-off and Low Cost CRM Software.  This won’t happen unless the Microsoft CRM and the salesperson is aware of the resources at his/her disposal and can use them to fill some of the performance gaps.  It is probably more useful if the salesperson personally analyzes the business issues in her/his territory.  The following is simply an example for your use.]

External Issues

  • Competition
  • The local economy
  • The national or global economy
  • Maturity of companies
  • Outlook CRM Integration
  • Geography
  • Demographic (generation X’ers, baby boomers, low unemployment, etc)
  • Significant business issues facing major industries in the CRM Outlook


Organizational Issues

  • Mix of businesses within market (industries in which we’ve been successful)
  • New products like Microsoft Outlook CRM
  • Selling systems strategically
  • Strategy to Results Approach
  • Selling CRM Outlook Integration
  • Virtual teams instead of defined teams

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