Gradient Works

Sales and Field Service Territory Mapping for Dynamics 365, Power BI, & Excel Made Easy! #1 rated mapping and territory management solution on Microsoft AppSource. EasyTerritory is the leading web-based mapping software for sales territory management, service territory capacity planning, and geospatial business intelligence for Microsoft Dynamics 365, Excel, and Power BI. EasyTerritory is the leading sales territory management software to add to your Microsoft Dynamics 365 implementation. Not using Dynamics 365? That’s okay, EasyTerritory supports Excel, Power BI, SQL Azure as well. EasyTerritory is being leveraged in many industries including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceutical, bio-med, and more. Simplifying territory mapping and management is the primary problem we set out to solve! Using EasyTerritory, your sales managers can build and realign their sales rep territories on an interactive map.

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit. Entity Support: Supports OOB as well as Custom Entities Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm Capacity: Assign Leads depending upon the individual capacity of each user Rules: Create multiple assignment rules for different selection criteria of the Leads Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement Period: Set period to assign work items based on period