TERRITORY MANAGEMENT

Capture every opportunity in the field with watertight sales software

Plan and keep track of your field sales campaigns, with data-driven insights, offline functionality and compliance that’s always one step ahead.

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99.9% platform uptime

Watertight data protection

Compliance on autopilot

Scalable by design

An eagle eye over your teams in the field

Our intuitive software helps you harness the power of your campaign data.

Feature

Campaigns

Create an unlimited number of sales campaigns ahead of time and automate the delivery.

Feature

Route Assignment

Manage multiple teams and automate allocation with simplistic route management.

Feature

Opti Route

Optimise routes based on reps’ real-time location and mode of transport.

Feature

Campaign Insights

Monitor penetration results and react to intel with campaign reporting.

Feature

Addresses & Leads

Manage your full address database and capture leads all in one system

Feature

GPS Tracking

Keep track of your teams in the field with real-time GPS location updates.

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Automation and insight for every step of the campaign

TAKING THE LEAD ON FIELD SALES?

Our intelligent tools streamline your field sales team and generates results.

  • Keep track of your agents in the field and manage productivity with GPS location for each rep.
  • Elevate route efficiency based on an agent’s real-time geo location and mode of transport.
  • Maximise returns without overworking routes. Create optimised routes based on different areas, regions and target customers, and assign them to specific agents.
RUNNING THE OPERATIONS SHOW?

Build agile, secure databases that get your field reps on the right road, fast.

  • Get the most out of your available addresses with mapping tools and bespoke filters that weave your data into routes.
  • React fast to insight and manage filters yourself using built-in flexible data schema.
  • Keep address data secure by assigning access to specific users.
CALLING THE SHOTS IN COMMERCIAL IMPACT?

Drive your decisions with intelligent insights from every step of the process.

  • Know exactly how many conversations lead to conversions with smart, pre-populated outcome tracking forms.
  • Get insight at every level using a campaign dashboard, with breakdowns by area, time of day, product and outcomes.
  • Scale your reach as far as you like with unlimited daily addresses and leads.

Compliance automation that builds trust

When a prospect says they’re not interested right now, you need to know your reps won’t missell.

Our automated compliance takes those addresses out of future routes, whether that’s forever or just until their current contract expires.

Easier sales = happier field reps

With smarter tools, your sales reps will have a better chance of earning a commission – and more reasons to stay with your company.

  • Less time door knocking where contact isn’t wanted due to smart data
  • Make the most of warm leads that have a better chance of conversion

Stay productive – even while offline

When a prospect says they’re not interested right now, you need to know your reps won’t missell.

Our automated compliance takes those addresses out of future routes, whether that’s forever or just until their current contract expires.

Powering field sales success

Why Territory Management is the right solution for your field sales teams

  • Oversee your team’s knowledge, training and performance
  • Optimise individual routes
  • Effortless for reps to learn and use
  • Access routes, even when you’re offline
  • Enable your reps to be efficient and engaged
  • Get the most out of your territory
  • Secure your brand reputation with automated compliance
  • Track results and find clarity in your data

Explore our other solutions

End-To-End Sales

Close sales in minutes, not days. Enable reps to sign and onboard customers in a single conversation – and auto-provision the remainder of the sales journey.


Popular Features

  • Offline sales
  • Email and bank validations
  • Sales reports
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Multichannel Sales

Start a sale with one channel and finish it in another, delivering a seamless customer experience. Integrates field, tele, web, stores, event channels and more.


Popular Features

  • Custom integrations
  • Custom journeys
  • Digital signatures
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The right field sales expertise at every level

Behind every PSI solution is domain expertise formed over years of working with leaders in the energy, telco and charity sectors. PSI’s Territory Management slots effortlessly into your current sales process, and is ready to scale with you when you need it.

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