Best Sales Territory Design Software Shortlist
These are the sales territory design software options that made the final cut. Keep reading for comprehensive overviews of their features, as well as a brief exploration into the benefits and advantages of sales territory design tools.
- Badger Maps - Best route planner for field sales
- eSpatial - Best for optimizing territories to unlock unseen sales potential
- Maptive - Best for transforming your data into custom Google maps
- Yellowfin - Best for built-in mapping capabilities with location intelligence
- Spotio - Best for multi-channel communication and multi-device support
- Maptitude - Best for understanding how geography affects your organization
- SmartDraw - Best for pre-built templates for a variety of use cases
- GeoMetrx - Best for aggregating census-based, location-specific data
- Portatour - Best for automated route planning to maximize customer visits
- Mapline - Best for creating maps based on state, county, and postal code boundaries
- AlignMix - Best for click-to-edit map design drawing
- Geopointe - Best for mapping your Salesforce data
Many outside sales teams run into issues with their geographic footprint. Whether you want to expand your territory or optimize your routes, territory design software can help you find solutions to your field sales needs, identify gaps in sales or service coverage, and correct imbalances in region assignments.
If you’re interested in assessing the landscape of your region, pinpointing customer concentration, and surfacing new market opportunities, sales territory mapping software holds the key. Learn more about what this software can do for you when you explore my recommendations and insights.
What Is Sales Territory Design Software?
Sales territory design or mapping software is a type of GIS (geographic information system) that’s designed to help your business visualize and manage the boundaries of the territories associated with services, sales, distribution, and delivery operations. You can use mapping tools to combine data from multiple sources into a single system and design territories for any project.
Overviews of the 12 Best Sales Territory Design Software
Ready to dive into these summaries of the top ten best sales territory design software options? As you explore each one, you’ll see that I’ve included a summary, as well as a list of the standout features and why they made my list. I also made sure to cover the pricing structure and a few pros and cons that could narrow down your selection.
1. Badger Maps - Best route planner for field sales
As a field sales management software, Badger Maps is designed to help businesses manage representative routes, explore new opportunities, collect new data, and follow up on previous visits. This territory mapping tool has a mobile app, as well as a built-in mapping tool that can help you create sales routes, estimate arrival times, and streamline every drive.
Why I picked Badger Maps: I added this tool to my list because it prioritizes route planning to help you cut down on prep and drive time. Badger Maps reports that salespeople who use this software drive as much as 20% less and spend only 10 minutes prepping per day.
Badger Maps Standout Features and Integrations
Standout features include customized data visualization set up for you by the Badger Maps specialists and personalized onboarding and training to speed up implementation and adoption.
Integrations include HubSpot, Insightly, Microsoft Dynamics, NetSuite, RESTAPI, Salesforce, Zapier, and Zoho CRM.
Pricing: From $59/use/month
Trial: Free trial available
Pros
- Native mobile app for iPhones and Android
- Super user-friendly interface
- Robust customer support team
Cons
- No free or affordable option for small businesses
- Requires internet connection to operate
2. eSpatial - Best for optimizing territories to unlock unseen sales potential
This cloud-based territory mapping software uses location technology to deliver geographic solutions to international organizations. eSpatial specializes in territory alignment, routing, data visualization, target marketing, prospecting, and gap analysis. Your team also gets dynamic visual insights at street, zip code, country, and coordinate levels.
Why I picked eSpatial: This tool made my list because of its territory management features. Whether you design geographic or account-based territories, eSpatial can warn you where there are pockets of underperforming areas, high employee turnover, areas that aren’t meeting expectations, and high mileage expenses.
eSpatial Standout Features and Integrations
Standout features include template creation for maps that display only what you want to see and radius maps that provide data points for relevant information to help with territory planning.
Integrations include Salesforce.
Pricing: From $1,495/user/year
Trial: Free trial available
Pros
- Appealing user interface
- Very easy to use
- Intuitive tools and navigation
Cons
- Very expensive pricing at the lowest tier
- Adding multiple map elements is time-consuming
3. Maptive - Best for transforming your data into custom Google maps
Maptive is a unique territory optimization tool that allows you to create insightful custom maps from your business’s geolocation data sets. With a series of mapping tools you can use to enhance your Google Maps foundation, you can experiment with sale density maps, heat maps, store locators, and territory maps that ensure you can optimize sales performance.
Why I picked Maptive: This tool caught my eye because it’s specifically designed to work with Google tools. You have Google Street View, Google Geographic Search, and Google Places Search, all available directly on the platform. You can leverage Google’s comprehensive information to get an on-the-ground understanding of any location.
Maptive Standout Features and Integrations
Standout features include turn-by-turn navigation in-app when you link it to your mobile device and custom markers and images that you can upload yourself.
Integrations include Google Maps. CRM integrations coming soon.
Pricing: From $250 for 45 days of access
Trial: 10-day free trial available
Pros
- Very fast for geocoding addresses
- Incredibly user friendly
- Great customer service team
Cons
- Pricing can be a little high
- Some loading delays can slow your workflow
4. Yellowfin - Best for built-in mapping capabilities with location intelligence
Since Yellowfin is primarily a Business Intelligence platform, it offers data exploration, dashboards, and self-service BI experience in addition to mapping and territory planning capabilities. With advanced visualization features, this solution offers you a no-coding interface that simplifies analytics to better support your sales operations.
Why I picked Yellowfin: Even though it’s a BI platform, this solution caught my eye because you do get location intelligence functionality that merges traditional and spatial business analytics to improve your decision-making. Use Yellowfin’s built-in mapping tools or Google Maps API to design maps based on demographic data, real-time business data, and other essential metrics.
Yellowfin Standout Features and Integrations
Standout features include native mobile apps that ensure analytics and mapping accessibility and guided NLQ to help you answer difficult questions about your sales process.
Integrations include Dynamics 365, GitHub, Google Analytics 360, Google Sheets, Instagram, Meta for Business, Salesforce Sales Cloud, Tableau, Xero, and Zendesk Suite.
Pricing: From $19/user/month
Trial: 30-day free trial available
Pros
- Simple interface for non-technical users
- Specifically designed for self-service
- Has effective online training tools
Cons
- Some customizations will require coding
- Online accessibility only, no cloud-based options
5. Spotio - Best for multi-channel communication and multi-device support
This solution is a field service management and sales engagement platform that was built to support customer communication, route optimization, prospecting, and lead visit tracking through one centralized platform that serves as a single source of truth for your team.
Why I picked Spotio: This tool stands out because it focuses on communication and accessibility to democratize data for your field team. Whether you’re striving to eliminate gaps and overlaps or disqualify leads as quickly as possible, your outside team can get the map and customer data they need on any mobile device.
Spotio Standout Features and Integrations
Standout features include lead generation tools for B2B and B2C organizations and mobile-first design to ensure accessibility for field sales reps.
Integrations include AccuLynx, Gmail, Google Calendar, HubSpot, Microsoft Dynamics, Oracle Netsuite, Pipedrive, Salesforce, Solo, and Zoho CRM.
Pricing: From $39/user/month
Trial: Free demo available
Pros
- Easy to use and teach
- Applicable for small and large teams
- Provides sales rep tracking for managers
Cons
- No exporting to Excel
- Nearly impossible to use without internet access
6. Maptitude - Best for understanding how geography affects your organization
As a GIS and mapping software, Maptitude strives to offer a cost-effective solution for optimizing your sales territories, site locations, and vehicle routes, as well as analyze, visualize, and present the most critical data about your profits, workflow, and resource allocation. Discover geographic patterns that make a big difference to your decision-making.
Why I picked Maptitude: This tool seems incredibly useful to me due to its spatial mapping feature. With this feature, you can estimate the population of any given area to design custom territories that identify and address over and under-served areas, determine ideal trade areas, and find valuable sites for physical stores based on the geography of the location.
Maptitude Standout Features and Integrations
Standout features include map creation using data from your choice of source, including Excel, SQL Server, or Access, and online sharing with maps embedded into your website.
Integrations include Access, Google Maps, Microsoft Access, Microsoft Excel, and TransCAD.
Pricing: From $420/user/year
Trial: 30-day free trial available
Pros
- User-friendly design and navigation
- Affordable options for small businesses
- Friendly and supportive customer service
Cons
- Advanced features are a little complicated to learn
- Can be slow to upload large data sets
7. SmartDraw - Best for pre-built templates for a variety of use cases
Unlike some other solutions on my list, SmartDraw is more about designing and drawing diagrams than territory management. As a design tool, it can be incredibly useful for mapping with its alternative features, like wireframes, mockups, templates, diagrams, and pre-built charts. SmartDraw automates a lot of the design process to ensure you can add, move, and delete shapes more easily.
Why I picked SmartDraw: I like this tool because it provides a single-use solution to sales territory design. If you’re not looking for advanced features and in-depth analytics, SmartDraw is the tool for you. It offers simple, custom, automated map and territory design that addresses your unique needs.
SmartDraw Standout Features and Integrations
Standout features include editable map templates from every region and an intelligent formatting engine to automatically adjust shapes and positions.
Integrations include AWS, box, Confluence, Dropbox, Google, Jira, Microsoft Azure, Microsoft Teams, and Trello.
Pricing: From $8.25/user/month (billed annually)
Trial: No free demo or trial
Pros
- Easy to learn
- Intuitive navigation
- Affordable pricing for all businesses
Cons
- Limited reporting and analytics
- Templates have preloaded data that must be cleared
8. GeoMetrx - Best for aggregating census-based, location-specific data
This web-based sales territory design software can help you transform static business data into something more dynamic and informative through unique visualizations and advanced mapping functionality. GeoMetrx strives to help you compare, map, and rank a variety of pre-set attributes that relate to your business operations and demographic data.
Why I picked GeoMetrx: A unique feature that stood out to me about this tool is the types of reports it provides. With its census-based reports, you can get Snapshots, Detail Summaries, Benchmark Comparison Summaries, and Trend Summary Reports based on your preferred location.
GeoMetrx Standout Features and Integrations
Standout features include personalized and branded reporting tools, as well as geographic filtering based on county, zip code, or metro.
Integrations include Google.
Pricing: Pricing is available upon request
Trial: Free version available
Pros
- Free plan for solo users
- Simple, easy-to-learn features
- Intuitive navigation and interface
Cons
- Limited integration options
- Newer tool with features still under development
9. Portatour - Best for automated route planning to maximize customer visits
This cloud-based sales route planning software is made to help your sales team plan and optimize sales routes from home base or on the road. Use this tool to reduce mileage and emissions, increase sales rep productivity through automated scheduling suggestions based on previous customer interactions, and enjoy route calculations that take holidays, business hours, and customer preferences into account.
Why I picked Portatour: What made me add this platform to my list was the automatic route planner app. Once you’ve designed your territories and added in customer requests, you can use the Portatour app to automatically schedule routes in just a few seconds based on current conditions.
Portatour Standout Features and Integrations
Standout features include configurable customer assignments and restrictions and lead management to record and store customer data.
Integrations include Microsoft Dynamics, Microsoft Excel, Salesforce, and Veeva. Portatour also offers API data exchange PowerShell scripts for custom integrations.
Pricing: From $89.95/user/month (billed quarterly)
Trial: 30-day free trial available
Pros
- Automation-first approach to speed up operations
- Mobile accessibility for field teams
- Easy to learn how to use
Cons
- A little complicated to set up
- Cost prohibitive for small businesses
10. Mapline - Best for creating maps based on state, county, and postal code boundaries
Mapline is a web-based intelligence and sales mapping design software that’s meant to help organizations of any size upload customer and company data for visualization. You can also use this platform to manage scheduling, routine, and dispatch operations from a single hub, as well as get analytics and insights from reporting tools.
Why I picked Mapline: I like this platform because it helps you organize your territories using whatever metrics make sense to you. Whether you need to create a design based on government boundaries, like counties, states, and postal codes, or input your own data to get custom shapes and segmentation, Mapline offers the flexibility and customization you want.
Mapline Standout Features and Integrations
Standout features include map creation by importing data from spreadsheets and heat mapping to see the concentration of your data.
Integrations include an API solution that provides the tools for custom integration.
Pricing: Customized pricing available upon request
Trial: Free plan available
Pros
- Add-ons that help you link maps and spreadsheets
- Tons of customization options for territory design
- Customer support team provides plenty of guidance
Cons
- Inaccuracy in some regions
- Customer support through email only
11. AlignMix - Best for click-to-edit map design drawing
This mapping and sales productivity tool focuses on targeting territory design and customer segmentation with in-house licensing, consulting licensing, and several add-on options. AlignMix prioritizes adoption and implementation with guided custom software configuration and onsite training for your team.
Why I picked AlignMix: What I like about this platform is how easy it makes editing and adjusting territory boundaries. You can create a map from scratch and edit it as needed until it perfectly fits your needs, or you can adjust older maps to reflect changes in territories and boundaries based on how your business has evolved. You can use territory labels to get immediate feedback on how your changes impact your organization.
AlignMix Standout Features and Integrations
Standout features include data import and export with any Excel spreadsheet, account or geography-based alignments, and a massive selection of demographic data sets based on zip codes.
Integrations include Adobe PDF, Excel, Google Maps, MyMaps, PowerPoint, and Tableau.
Pricing: From $1,500/user/year
Trial: Free demo available
Pros
- Simple functionality for editing tools
- User-friendly interface design
- Beautiful visualization template options
Cons
- No monthly subscription options
- Expensive for small businesses
12. Geopointe - Best for mapping your Salesforce data
A web-based platform from Ascent Cloud, Geopointe is designed to help you schedule routes and trips, redesign and align territory maps, and create unique marketing campaigns based on demographic data in a variety of geographic areas. This platform can also help your sales reps fill in meeting cancellations and log notes to keep your central hub up-to-date.
Why I picked Geopointe: This tool made my list because it offers several territory design-specific features for Salesforce data, including a Shapes Editor and Automated Assignments. The Shape Editor shows how territory adjustments impact business operations, while Automated Assignments distribute leads and territory assignments based on your rules to ensure fairness.
Geopointe Standout Features and Integrations
Standout features include route optimization and trip planning to save on drive time and resources, as well as geographic search and analysis for location-specific insights.
Integrations include Salesforce Sales Cloud and Territory Planner.
Pricing: From $70/month
Trial: 15-day free trial available
Pros
- Knowledgeable customer support team
- User-friendly interface design
- Range of price points for any business size
Cons
- May take up too much storage
- Navigation isn’t very intuitive
Other Options
No list of mine could ever be complete without a few runners-up to the main list. Check out just a few more mapping solutions to round out my list here:
- Xactly AlignStar - Best for alignment report cards that help you optimize for specific goals
- MapBusinessOnline - Best for having access to up-to-date base maps and current street data
- ZeeMaps - Best for creating and publishing interactive maps that you can embed in websites
- Callproof - Best sales territory design software with an attached CRM for your outside sales team
- BatchGeo - Best for transferring your mapping data from spreadsheets to maps in just three steps
- EasyTerritory - Best territory design software for pairing with Microsoft Dynamics 365 and Power BI
- Varicent - Best for making data-driven decisions with access to data visualizations, reports, and analytics
- Seismic - Best for building content profiles for outside and field sales roles that address their specific needs
Selection Criteria For Sales Territory Design Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best sales territory design software for this article:
Core Functionality
Sales territory design software should have a few core functionalities that drive its power for a variety of use cases, including:
- Establishing territories
- Storing client details
- Optimizing routes
- Managing customer locations
- Providing mobile access
Key Features
To ensure the software I chose could meet the core functionality defined above, you’ll see a variety of features for territory management and more. Some of the key features repeated again and again include:
- Territory design: This element of territory management is used to customize sales territories to quickly add, remove, or adjust boundaries according to your chosen criteria, including demographics, postcodes, and geography.
- Route optimization: Part of territory design and mapping is optimizing your routes to ensure the most efficiency for your field reps. You want to minimize travel time with appropriately clustered stops.
- Heat mapping: This tool shows you how people are interacting with your website or product by using color coding to display the intensity of specific interactions, like the number of page views or clicks.
- Performance analytics: This feature helps you gain insight into the performance of reps in each assigned territory, including metrics like travel time, revenue per region, number of customers per region, and completion rates.
- GIS: As I mentioned earlier, GIS stands for geographic information systems, which is a tool designed to provide spatial and geographic data that can help you customize maps with multiple layers.
- Native apps: Since you want your outside sales team, delivery drivers, and other field team members to have access on the go, prioritizing territory management software with a mobile app can ensure they’re connected through smartphones and tablets.
Usability
Since you want to ensure adoption is easy throughout your organization, I prioritized those territory design software options that have intuitive navigation, self-service learning tools, and self-explanatory features that make them simple to use. I also checked for responsive design and user-friendly interfaces.
Software Integrations
Sales design territory software has to have access to a ton of sales data to ensure accuracy — from customer location and contact details to scheduling availability and route information. I looked for tools with native integrations and listed the most popular options in each platform summary.
Pricing
Sales territory design software varies in capability and functionality, so pricing is pretty wide too. You’ll find a few tools that offer free access to limited features, as well as options priced as low as $3/user/month. However, most software pricing will range between $20/user/month and $75/user/month.
In some cases, for enterprise functionality or premium access, you’ll see prices as high as $200/user/month, along with a licensing or platform fee. There are also several options that only have yearly pricing of around $1,000/user.
People Also Ask
Looking for more information about sales territory design software? I have answers to all the most common questions here. Check them out!
Who uses sales territory design software?
What are the benefits of sales territory design software?
How do you design a sales territory?
Other Sales Software
If you’re looking for a few other outside sales tools to enhance your tech stack, I have tons of recommendations, including:
- Sales Mapping Software
- Mobile Sales Software
- Field Sales Software
- Sales Engagement Software
- Strategic Planning Software
- Free Lead Management Software
What Now
With all this information, you should be well-positioned to choose the right territory design software to meet your needs. Whether you’ve already made a final decision or you want to start with a free trial, use my list to take action.
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