Territory Planning

Sales Plan Template to improve sales results!

Territory Plan Pro for Salesforce.com is a sales strategy template that enables sales people to create and implement strategic  territory plans. It  guides the sales person through the selection of high-leverage accounts and opportunities and the strategies and activities to produce the best results, including sales growth and quota achievement.

These  sales territory plans are perfect for Quarterly Business Reviews (QBRs) and save time; providing one place to monitor progress and adjust strategy. Territory Plan Pro is ideal for salespeople who proactive sell to multiple accounts in a territory or vertical market.

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Territory Plan Pro In-app DashboardsCreate a Sales Territory Plan, including:

  • Goals & Strategies to achieve them
  • Accounts & Opportunities to win
  • Pipeline needed to achieve goal
  • SWOT analysis
  • Partners/relationships to leverage
  • Sum open and closed opportunities
  • Automatically bring in accounts, opportunities
  • Connect strategy to action
  • Reports & Dashboards to track progress


  • Improve sales performance
  • Ramp up quickly and easily
  • Manage and guide progress
  • Great Value (see pricing page)

See screenshots of Territory Plan Pro.

Learn more and try Territory Plan Pro at the Salesforce.com AppExchange.

For more on features, Salesforce.com editions and pricing, see the pricing page.

Selecting a Sales Territory Plan Template

Key elements to look for:

Works in your CRM (i.e. Salesforce.com) Designed to enable the territory manager
Straight-forward, easy to use and learn Insight for the manager; facilitates coaching
Good Value in dollars and training time Works with any sales methodology

A SalesForce AppExchange Partner