Establish Sales Teams and Sales Regions

In the business, the sales team takes an important role in generating revenue and profit for a company.

The reasonable division of sales regions, sales departments and Sales Teams will help a company to manage sales resources effectively, optimize sales targets by channels and potential customer groups.

This article will provide you with guidance on the followings subjects:

  • Sales regions establishment.

  • Sales Teams developing.

  • Sales team and region in the details of a Lead/Opportunity.

Requirements

This tutorial requires the installation of the following applications/modules:

Sales regions establishment

You can establish multiple sales regions and each of them can be managed by different Sales Teams on the CRM App.

Example:

  • In Vietnam, you have:

    • North region:

      • Sales team A

      • Sales team B

    • South region:

      • Sales team C

      • Sales team D

    • Etc.

To use the Sale Regions feature, you need to navigate to Viindoo Apps, enter Sales Teams Advanced on the searching bar and click the Activate button.

Navigate to Apps module in Viindoo Install the Viindoo Sales Teams Advanced module

After that, create a new Sales Regions by navigating to CRM ‣ Configuration ‣ Sales Regions ‣ New.

Viindoo CRM app Create a new CRM sales regions in Viindoo

Fill in the Sales Region information in detail. The data you record gets automatically saved. You can switch to manual saving by clicking on the Save Manually icon.

CRM sales regions detailed information in Viindoo CRM sales regions detailed information in Viindoo

  • Sales Region: enter a name for this sales region;

  • Parent Region: select a parent sales region;

  • Manager: select the manager account of this sales region that has Regional Manager access right;

  • Assistant: select the user account for the assistant;

  • Child Regions: enter all the child sales regions of this sales region;

  • Teams: add all the Sales Teams in this sales region;

  • All Members: all members of the Sales Teams of this sales region.

Note

See details of Regional Manager access right configuration.

Sales Teams settings

After completing the settings for sales regions, navigate CRM ‣ Configuration ‣ Sales Teams ‣ New to create a new sales team/channel.

Create a new CRM sales team in Viindoo

Fill in the Sales Team information.

CRM Sales Teams detailed information in Viindoo Teams kanban view

  • Sales Team: select the name of the sales team;

  • Team Leader: select the leader account of this team that has Sales Team Leader access right;

  • Email Alias: enter an email alias of this team. When a customer sends an email to this email alias, the system will auto-generate a new lead and assign it to a sales team in charge;

  • Accept Emails From: select an option to accept emails from the specified objects in the system;

  • Invoicing Target: sales target based on invoiced sales order excluding value-added tax (VAT);

  • Region: This sales team will be in charge of the selected region;

  • Regional Manager: the person in charge of approving sales targets for the Sales Teams of the regions that he/she in charge. This field will be automatically filled when you choose Region;

  • Members: add the member accounts of this sales team.

Sales Teams and regions in the detailed of a Lead/Opportunity

In the details of a Lead/Opportunity, you can select a sales region, sales team that have been configured.

Depending on the granted access rights, the user can only view his/her Leads/Opportunities, the data of Sales Teams and sales regions that he/she is in charge of.

Sales Teams in CRM pipeline in Viindoo

Note

  • You need to enable the debug feature to see the Team leader and Regional manager fields.

Tip

The Salesperson, Sales team, Sales Region fields in the detail of Leads/Opportunities is related to the security of leads among Sales Teams in the same system.

See also

Related article

Optional module