Step 1: Audit

This stage includes the review of the current territory design, field structure, opportunity per territory and the current degree the design is linked to the objectives and strategies of management.

Step 2: Analysis
This step will include review of the market, customer base, key account characteristics, target customer profiles and vertical market opportunities. We will also evaluate your organizational process that drives growth and productivity.  This information will allow us to provide territory designs that will show optimum sales force size and a coverage model that maximizes both revenues and profits.

Step 3: Design
The design is critical and determines optimum use of existing sales people. It will create balanced territories and minimize travel time. We provide you with recommendations regarding the placement, realignment and deselecting of current sales personnel. Furthermore we look at turnover rates and make recommendations for staffing levels and recruiting efforts.

Step 4: Approval

We review our study findings and proposed design with the senior management to ensure that it is in line with the company goals, strategies and objectives. During this interactive step we bring in your field managers to apply the local knowledge that is critical to completion of the design process. This is where final changes and adjustments are made to fine-tune a comprehensive focused coverage model. This stage normally creates a strong field management ownership and is where we develop the implementation strategy for deployment.

 

 
       


Document Technology Specialists, Inc.  |  2500 Regency Parkway  |  Cary, NC 28511