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Salesforce Reorganisation

We work with clients to optimise salesforce size and structure based on a wide range of variables, and then help develop appropriate internal communication and development strategies.

 

Contents·

  • Build computer program in Excel™ based on initial client brief and available raw data

  • Analyse data and compare to company objectives to identify optimum number of territories required

  • Identify territory boundaries based on optimum number of territories required and other identified variables, e.g. Health Authority boundaries; population demographics; product potential etc

  • Make any necessary manual adjustments based on local territory knowledge

  • Printout territory definitions

  • Produce visual representation of territory definitions

  • Advise on internal communication strategies and roll-out

 

Logistics

Following a briefing from the Client Company, we build a customised Excel™ workbook to analyse the available data. Having identified and agreed the optimal territory numbers required to achieve company objectives, we then identify the territory boundaries based on variables agreed with the client. Finally, after any required manual adjustments have been made, a printout and visual representation of the territory boundaries is produced.This process can take anywhere from two weeks to one month depending upon the level of data analysis complexity and number of client manual amendments required.

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