PS-310: Optimize sales territories - 40h

Professional Services Engagement - 40h

Engagement agenda

• Use RealZips geographic data, key metrics and CRM data to optimize existing sales territories and propose new sales territories.
• Mapping of territory scenarios, based on market potential, travel distance, workload, headcount and growth goals.
  

Project management tools

• Basecamp.
• Google Docs.
• ZOOM video meetings.

Engagement scope

• Block of up to 40 hours.
• Project length: 45 days from initial meeting. Unused hours will expire.
• Purchase additional blocks as needed.
• Mutual NDA provided upon request.
• Requires 'Grant Access' to RealScenario Support in your Salesforce ORG.
  
  

Deliverables

• New territory assignments on Zip code level, for immediate use in the RealZips app.
  
• Configuration of RealTerritories module, similar to screenshots.