Collaborative Territory Planning

Enable real-time collaboration between home office, managers, and representatives with our platform designed specifically for pharmaceutical sales operations.

TerritorySpark Dashboard Territories Customers Analytics Reports {/* Renamed parent group for clarity */} Customers CUSTOMER NAME COMPANY EMAIL STATUS Alice Wonderland Pharma Solutions [email protected] Active Bob The Builder Health Inc. [email protected] Pending Carol Danvers BioInnovate [email protected] Inactive Total Customers 1,248 New Leads 56 Engagement 72%

Key Features

Our platform provides a comprehensive solution for pharmaceutical territory planning with features designed specifically for the industry.

Customer Master Integration

Easily upload your customer database either via inbuilt connection or via CSV and keep all customer data secure and accessible.

Filtering

Filter customers per your criteria before territory assignment to focus on the right target audience.

Hierarchical Territory Design

Create nested territories for comprehensive organizational alignment.

What-If Scenario Modeling

Test boundary changes on-the-fly and compare impact on customers, workload, and revenue before you commit.

Drive-Time & Distance Insights

Generate travel-time polygons and radius maps so reps spend less time driving and more time with customers.

Visual AI Load Balancing

Color-coded workload scores highlight over- and under-assigned areas, letting planners balance territories in a single view.

Role-Based Access Control

Granular permissions ensure admins, managers, and reps access only the data and actions they need.

Predictive Territory Planning

Use AI to forecast and recommend territory changes for better future performance.

Collaborative Review Process

Structured feedback loop (Home Office → Manager → Rep → Approval) for inclusive territory planning.

Export to Excel

Generate territory assignments for CRM import, compatible with Veeva and Salesforce.

How It Works

Our streamlined process makes territory planning collaborative and efficient.

1

Upload Customer Data

Import your customers database through our secure upload process or connect with your CRM or customer database.

2

Design Territories

Use filtering and our mapping tool to create hierarchical territories.

3

Collaborate & Review

Collect feedback from managers and reps in our structured review process.

4

Finalize & Export

Approve the plan and export territory assignments for use in your CRM.

Designed for Every Role in Your Organization

Tailored workflows for planners, managers and field representatives

Admin/Planner

  • Full territory design control
  • Approval workflow management
  • Customer database administration
  • Performance analytics

Manager

  • Review and modify territories
  • Collect representative feedback
  • Balanced workload distribution
  • Territory optimization

Representative

  • View assigned territory
  • Suggest customer changes
  • Provide territory feedback
  • Access customer information

Simple, Transparent Pricing

Choose the plan that fits your organization's needs. All plans are priced per user, per month.

Starter

Perfect for small companies or pilot programs

$10/user/month
  • Up to 15 territories
  • 1,000 customers
  • Basic CSV import/export
  • Email support
  • Minimum 5 users
Get Started
POPULAR

Professional

Ideal for mid-size companies

$15/user/month
  • Up to 50 territories
  • 5,000 customers
  • Manager collaboration
  • AI load balancing
  • Priority support
  • Minimum 10 users
Get Started

Enterprise

For large organizations

$25/user/month
  • Unlimited territories
  • Unlimited customers
  • Full workflow
  • API access
  • 24/7 dedicated support
  • Custom integration support
  • Minimum 25 users
Get Started

Looking for a custom solution?

Contact our sales team for custom pricing options

Ready to transform your territory planning?

Get a personalized demo and see how TerritorySpark can help your pharmaceutical organization.

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