SoftGuide > Functions / Modules Designation > Customer distribution
Customer distribution

Customer distribution

What is meant by Customer distribution?

The term "customer distribution" refers to the process of systematically assigning customers or customer groups to sales representatives, teams, or geographic regions. The goal of customer distribution is to optimize resource utilization, improve customer service, and enhance sales performance.

Typical software functions in the area of "customer distribution":

  1. Automatic Customer Assignment: Assigning customers based on predefined rules, such as geographic location, revenue potential, or industry specialization.
  2. Territory Management: Managing and adjusting geographic territories assigned to individual sales representatives or teams.
  3. Customer Classification: Categorizing customers according to various criteria, such as revenue volume, purchase history, or strategic importance.
  4. Resource Management: Optimizing resource allocation to ensure efficient customer service.
  5. Performance Tracking: Monitoring and analyzing sales performance across different territories and customer groups.
  6. Integration with CRM Systems: Seamless integration with customer relationship management systems to synchronize customer data and sales activities.
  7. Visual Representation: Map-based visualization of customer distribution and territories for better planning and analysis.
  8. Reporting: Generating reports on customer distribution, sales activities, and performance for internal and external stakeholders.
  9. Mobile Access: Accessing customer information and assignments via mobile devices to support field representatives.

 

The function / module Customer distribution belongs to:

Customer management

Software solutions with function or module Customer distribution:

adiutaByte
CAS genesisWorld
Field Service Management - Dispatch
ORDER ASSISTANT (MR.KNOW)
targetSuite