Corporation Video Game Keyboard User Manual

Planning Your Territories
4-2 Oracle Territory Management Implementation Guide
■ How many winners are allowed: A winner is the territory that receives the
transaction or customer.
■ How are winning territories determined
■ Will Sales implement named account territories
This list is not all-inclusive and planning factors depend on your business needs.
Perform the following steps to plan your territories. This procedure is usually done
in a group with pen and paper.
Prerequisites
None
Responsibility
None
Navigation
None
Steps
1. Review your existing territories.
You need the following types of information:
■ What is your usage? In other words, what business applications are you
building territories for? For example, sales, telesales, collections, or service.
■ What transactional objects within your chosen usage are you assigning
resources to? This is your transaction type. For example, for Sales, it is
account, opportunity, or lead.
■ How are your territories currently assigned (by state, by industry, by zip
code, by account, and so on)?
■ Is Sales currently using named account territories, even if being manually
maintained?
■ What are the names and current territory assignments for your sales or
service personnel?
■ What are the names of employees in other organizations who receive
account, lead, and opportunity information and how is that information
accessed and used?