Financial Services Sales Territory Management - Improve Efficiency with TerrAlign

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Case Study: Thomson Financial - Large Enterprise Financial Services

For a Large Enterprise Financial Services company like Thomson Financial, strategically managing the sales force across the organization and ensuring that resources are optimized can be difficult. When the company decided that an overhaul was needed, they looked for a Sales Territory Management system that would reduce time in the territory alignment process and improve their ability to strategically allocate sales resources and include field managers in the realignment process.

After reviewing available solutions, Thomson Financial chose TerrAlign reporting that TerrAlign's manual realignment tools were best in class and its ease of use and optimization capabilities were significantly better than competitive platforms. They also reported that since deployment, sales force efficiency has improved, time spent on the sales planning process has been reduced and they can easily assign accounts to reps and monitor performance in the CRM.

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