Most often when we talk about territory management, we describe the process of chopping up a customer portfolio by dimensions; by product, by geography, by industry, …
But often, territories are needed to manage just a few accounts, or maybe just one account including that accounts entire account hierarchy.
This is very easy to setup in Sales Cloud:
- log on to sales cloud as a territory administrator
- choose ‘Territories and Quotas’ from the navigator. This will bring you to the backoffice admin UI, as this is a admin activity
- create or open up a new territory proposal
- in your territory hierarchy, make your named account territory
- ignoring all dimensions, add your customer(s) in the territory coverage
- delete the dimensions criteria so that you will no longer see ‘any’ in every dimension column
The result should look something like this
