Tutorials 13 Mar 18 Nikhil Aggarwal

An effective territory beat plan is one of the most important aspects of FMCG sales and distribution management since it prevents wastage of time and effort. Clearly defined territories ensure there is no overlap between field executives and that they are aligned to focus on their outlets and generate business that is the ultimate objective of the organization. It is this framework that needs to be smartly designed such that business goals appropriately fit in with resource capabilities to achieve revenue scores.

It is often observed that sales representatives fall short of achieving their sales targets despite the best resources and support allocated to them. On analyzing it deeper we find that sales managers identify effective territory design or PJP design as referred to in FMCG parlance, as one of the causes that need a revisit. At FieldAssist, one of our key features is to assist organizations to redesign their territory plan on the Sales force automation solution such that field executives can optimize their visits and cover a larger territory in the same business time. Through our real-time experiences with big and small FMCGs, we realize that there are certain significant steps that must be considered while designing a territory segmentation strategy to improve efficiency.

Segment your territory

Organizations, depending on their nature of business, segment retail stores either based on geography, customer profile, same product needs, or size of the retailer. This categorization can be further filtered through sales technologies such as the SFA app and redistributed to field representatives.

The objective of Territory Planning

A good retail execution strategy must incorporate the fundamental objectives of the organization as part of the plan. These objectives must be defined at primary levels and broken down to the outlet level. This strategy aims at establishing 3 significant goals for the sales team - service the current outlets, expand to potential outlets, and beat the competition to obtain their outlets. Thus, the territory mapping plan must accomplish these objectives to optimize efforts and sales.


Introducing FieldAssist Beat-O-Meter

Route Planning

Once the territory planning is complete, managers can allocate time to each of their field visits and develop an effective route map for the week that covers the entire list of outlets to be covered.


While creating the route map, managers must take into account the unique capabilities of each field representative and match them to the territories that are more suitable for them. This includes their network with the retailers, previous retail experience, and personal strengths. If they have developed strong relationships in a certain territory, their route map must reflect the same.


Once these factors have come into play, managers evaluate the plan with their field teams and incorporate the missing elements. With an even distribution of outlets in each territory, field executives are happier to follow the route plan.

A well-thought-out territory management plan, therefore, ensure that the organization provides clarity, helps build focus within teams, and achieves maximum efficiency levels from their field forces while optimizing travel and time costs. Assertive it may sound but strongly believe that by following the above guidelines to create a smart blueprint of territory plan, consumer good companies are sure to see improvements in employee productivity, sales, and customer satisfaction.

Nikhil Aggarwal

Driven by his passion for growth through automation, Nikhil takes pride in embarking his clients through a transformational journey and helps them be a more resilient, agile, and future-ready brand.

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