Sales Territory & Account Planning Digital Worker

Email Signup Form

What this Digital Worker does:

The Sales Territory & Account Planning Digital Worker automates the design and adjustment of field plans, transforming how commercial teams balance workloads and reach customers. It interprets business goals, applies organisational rules, and produces transparent, optimised territory and account assignments ready for execution.

By combining optimisation logic, natural-language control, and interactive visualisation, it accelerates planning cycles, enhances agility, and maintains alignment as markets and teams evolve.

message

Faster Planning Cycles: Automation compresses territory and account design from days to minutes, freeing commercial teams to focus on strategy and execution.

journey

Balanced Field Coverage: Dynamic optimisation balances workloads, travel efficiency, and commercial potential, improving overall productivity and customer engagement quality.

layers

Adaptive Decision-Making: Instant scenario updates allow teams to adjust to market, product, or structural changes while keeping alignment with business objectives.

Play Video

The Problems This Digital Worker Solves

Manual Planning Overhead

Territory and account setup consumes significant time and effort, delaying market launches and limiting sales agility.

Uneven Performance

 

Imbalanced workloads and inconsistent coverage create inefficiencies, reducing motivation and overall field productivity.

Low Responsiveness

 

Market or organisational shifts require rebuilding plans from scratch, hindering timely adaptation and sustained commercial performance.

The Technical Make-Up

This Digital Worker is a multi-agentic system, with pioneering technology built in, and tailored specifically to your organization's guardrails, outcomes, and objectives.

The Multi-Agent Workflow:

Automatically generates balanced territory structures based on geography, workload, and potential.

Integrations:

  • CRM and sales performance systems

  • Field activity and call-reporting tools

  • Geospatial and mapping platforms

  • HR and resource planning systems

  • Data warehouses containing customer and territory data

What It Replaces & Reduces:

  • Spreadsheet-driven planning and manual data consolidation

  • Static maps and ad-hoc performance analysis

  • Time-consuming scenario modelling and what-if testing

  • Rework from unbalanced territories or missed market adjustments