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Correct planning of sales staff is needed in order to increase sales of businesses, reduce customer risks, increase satisfaction, and make cross sales.

The concept of "Sales Region" offers a structure that can be constructed with different logics such as geographical, categorical, sectoral, customer segment. It aims to create closer communication and responsibility between the customer and the sales team.

Regional targets, quotas can be defined and targets can be set for the sales team and team members. In this way, more effective competition management and team motivation is achieved in the defined region.

Creating sales regions correctly and assigning appropriate sales personnel to those regions will reduce sales expenses and also increase sales. Well-developed sales areas will greatly reduce the salesperson's transportation and accommodation costs.

As it is known, such expenses have a very significant proportion in sales expenses. If these savings as well as the positive effects on the total sales volume are taken into account, it can be said that a good sales zone layout will reduce the ratio of sales expenses to sales.

However, it should be added that reducing expenses for salespeople in order to reduce this ratio is not a necessary condition in every situation. In some circumstances, these expenses can be increased and the sales/sales expenses ratio can be reduced.

Creating sales regions or making a change in existing sales regions,

Decision criteria or criteria,
The volume and market potential of the market segment,
Appropriate market coverage,
Reasonable business load,

Before Use

Sales Teams
Micro Region Codes

must be defined.

Sales region is connected to a branch of the company. The regional manager may be employees on the payroll, or they may also be business partners. Additionally, a sales territory can be jointly managed with distributors or outsourced business partners. In some cases, large customers can be defined as a sales territory in themselves. For example, large multi-branch retailers may be served as a team to large buyers.

Sales Regions can be created on the basis of geographical region, province, district or neighborhood. Upper and Lower Sales Regions should be created in terms of Grouping and Reporting. For example; While Istanbul is considered as a region, two separate sales regions can be created as Istanbul Anatolia and Istanbul Europe.

After the Sales Regions are created, Sales Teams working in this region are created. People responsible for the Sales Region and sales teams are selected using the Sales Region Team field.

The sales targets given to the Sales Regions appear in the detail of the region. If there are documents related to the Sales Region, they are added to the Documents field in the region's detail.

Type: After the Sales Regions are defined, the relevant Current cards are defined in the Customer Management and if access control is checked according to the Sales regions in the Company flow parameters, the customer records can be seen by the teams and employees authorized for the sales region.

Sales Teams Job Functions and Implementation Steps

Bu ekranı %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Micro Region Codes / settings.form_list_ims_codes Param

Satış Bölgelerine göre çalışılıyor ise coğrafi veya demografik bölümlendirme için kullanılır.

Sales Teams,Page Designer / salesplan.list_sales_team Page Designer Wiki

Satış Takımları

Satış bölgeleri oluşturulduktan sonra bölgeye ait uygun satış elemanlarının atanması ile satış takımları oluşturulur. Bu sayede satış harcamalarını azaltacağı gibi, aynı zamanda satışları da artıracaktır. Şirket akış parametrelerinde yer alan satış bölgelerine göre erişim kontrolü yapılsın ile ortak çalışır. Bölgeler ve takımlar oluşturulduktan sonra her satış temsilcisi kendi bölgesinde yer alan üyeleri görüntüleyebilir.

Sales Teams,Page Settings / salesplan.list_sales_team Xml Setup Wiki

Satış Takımları

Total 3 Register

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About Workcube Objects

Sales Teams

Sales Teams After sales regions are created, sales teams are created by appointing appropriate sales personnel for the region. In this way, it will reduce sales expenses and at the same time increase sales. The company works in collaboration with access control according to the sales regions include...

Type: WBO Version: Catalyst v5 Licence: Standard Author: Workcube Core