Automate and optimize sales territory design
Every sales organization has a customer relationship management (CRM) system that knows who owns each account today. Most still decide who should own it next year in spreadsheets, splitting accounts by count or by map. Let's give every rep a fair book on revenue potential and workload, not just account count.
One solve assigns every account, territory, rep, and district
Timefold solves account-to-territory, territory-to-rep, rep-to-district, and district-to-region assignment as one optimization problem, for account executives (AEs) and sales development representatives (SDRs) together. Licensing, segment match, and reachable locations are enforced as hard constraints, so every plan can actually be approved. Within those rules, the model balances capacity-adjusted revenue potential and workload across reps, then keeps field-rep drive time short and districts and regions balanced.
Where Timefold goes beyond spreadsheets and basic mapping tools
Four places where spreadsheets and mapping tools fall short. Timefold bakes each one into the model.
Balanced on what matters
The model balances revenue potential and workload, adjusted for ramping reps, instead of counting accounts.
The whole hierarchy at once
Reps, districts, and regions are balanced in the same solve, so a fair rep plan never hides an overloaded district.
Key accounts stay put
Pin an account to its current rep and it stays there, while the model rebalances everything around it.
What-if scenarios on demand
Change pins, weights, or headcount, solve again, and compare plans inside the planning window.
Unbalanced territories cost quota, productivity, and reps
Most reps miss quota, and territory design is one of the few levers sales leaders fully control. A book that is too thin or too heavy shows up in attainment, in productivity, and in who leaves.
Of sales reps miss quota
Survey after survey finds most reps fall short, and an uneven book is one cause a leader controls.
Of a rep's week goes to actually selling
Admin and meetings take the rest, so every hour of drive time a territory adds comes out of what's left.
For a new rep to ramp up
Until then, an equal share of accounts is more than they can work.
Resets a customer relationship
So a rebalance should only move the accounts it must.
Constraints the model expresses today
When scheduling works, everything works.
Less waste. More control. Teams that trust the plan.