Sales Territories

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Maintained by:

On this page

• On this page
• Process to Request Update
  • Territory Ownership (Sales)
  • Territory Ownership (ISR)
    • Updating these tables without updating Operations will not be reflected in our various systems causing all reports and routing to be incorrect!
• Region/Vertical
• Territories
  • Large
    • AMER
      • Area Sales Manager
    • Public Sector
    • APAC
    • EMEA
  • Mid-Market
    • AMER
    • APAC
    • EMEA
  • Mid-Market First Order
  • SMB
    • AMER
    • APAC
    • EMEA
  • SMB First Order

Process to Request Update

Territory Ownership (Sales)

1. Create an issue in the Sales Operations project - utilizing the Territory Change Request template
2. Follow the directions within the template & provide all the requested details
   • If Individual Contributor is requesting the change, ADD your manager to the /assign command
   • If Manager is requesting change, submit issue & it will auto-assign to Sales Ops
3. Sales Operations to update SFDC
4. Change made on Territory Management document by Sales Operations after change in system has been made.
5. Sales Operations to update LeanData download updated csv.
6. Territory Management updates will be uploaded to LeanData by Sales Operations after change in system has been made.

Territory Ownership (ISR)

1. Create an issue in the Sales Operations project - utilizing the ISR Territory Change template
2. Follow the directions within the template & provide all the requested details
3. Sales Operationsand Sales Systems to update SFDC
4. Sales Operationsto update the ISR Territories Mapping File
5. To request ISR ownership exceptions for individual opportunities, please chatter your ISR manager on the opportunity

Updating these tables without updating Operations will not be reflected in our various systems causing all reports and routing to be incorrect!

Questions? Ask in #sales slack channel pinging @sales-ops.

Region/Vertical

• VP Commercial Sales (Mid-Market & Small Business): Ryan O'Nell
• APAC: Anthony McMahon, Regional Director
• Europe, Middle East and Africa: TBD, Regional Director
• North America - US East: TBD, Regional Director
• North America - US West: Brittany Caulfield, AVP
• Public Sector: Bob Stevens, AVP

Territories

For the detailed breakdown of how the territories are mapped please reference the Territories Mapping File - SSoT Master tab

Large

AMER

Area Sales Manager

• NA East - Named Accounts: TBD
• NA East - Southeast: TBD
• NA East - Northeast: Sheila Walsh
• NA East - Central: Adam Olson
• NA West - Rockies/SoCal: TBD
• NA West - Bay Area: Alan Cooke
• NA West - PNW/MidWest: Kris Nelson
• Inside Sales - Public Sector: Brent Caldwell
• Inside Sales - Enterprise: Matt Malcolm

Public Sector

APAC

EMEA

Mid-Market

AMER

APAC

EMEA

Mid-Market First Order

SMB

AMER

APAC

EMEA

SMB First Order