EasyTerritory is a web-based mapping software specializing in sales territory management, service capacity planning, and geospatial business intelligence. Designed to integrate seamlessly with Microsoft Dynamics 365, Excel, Power BI, and SQL Azure, EasyTerritory empowers organizations to visualize and optimize their sales and service operations through interactive geographic mapping. The company's mission is to simplify territory management and enhance field productivity by providing intuitive mapping solutions that align with business data. Serving industries such as logistics, manufacturing, financial services, food and beverage distribution, franchising, and pharmaceuticals, EasyTerritory holds a significant position in the geospatial business intelligence sector.
Key Strategic Focus
EasyTerritory's strategic focus centers on delivering comprehensive territory management solutions that integrate with Microsoft's suite of products. The core objectives include:
- Territory Mapping: Enabling sales managers to build and realign territories using geographic data such as postal codes and county boundaries.
- Sales and Service Route Planning: Streamlining service calls and delivery scheduling through efficient route planning and turn-by-turn navigation.
- Mobile Sales Productivity: Providing field representatives with mobile access to leads and accounts, facilitating real-time updates and navigation.
By leveraging proprietary technologies like the Auto-builder feature, EasyTerritory offers tools for equitable territory creation based on workload and incentive metrics. The primary markets targeted include organizations utilizing Microsoft Dynamics 365 and those requiring advanced territory management capabilities.
Financials and Funding
Specific financial details and funding history for EasyTerritory are not publicly disclosed. The company operates as a privately held entity, focusing on delivering value through its software solutions and strategic partnerships.
Pipeline Development
EasyTerritory continually enhances its platform to meet evolving customer needs. Recent developments include:
- Integration with Microsoft's Common Data Service (CDS): Facilitating direct data access and management within the EasyTerritory platform.
- Enhanced Power BI Integration: Enabling users to create visualizations, charts, and graphs reflecting territory alignments for improved business intelligence.
These advancements aim to provide users with more robust tools for territory management and data analysis.
Technological Platform and Innovation
EasyTerritory distinguishes itself through its technological innovations, including:
- Auto-builder Feature: An algorithm that calculates equitable territories based on workload and incentive metrics, ensuring balanced assignments.
- Data Integration Capabilities: Seamless integration with Microsoft Dynamics 365, Excel, Power BI, and SQL Azure, allowing for real-time data visualization and management.
- Mobile Accessibility: A mobile view that supports GPS and real-time traffic updates, enhancing field sales productivity.
These proprietary technologies and methodologies position EasyTerritory as a leader in geospatial business intelligence solutions.
Leadership Team
EasyTerritory's leadership comprises experienced professionals dedicated to advancing the company's mission:
- Brian Hearn: President and Lead Architect
- Benton Belcher: Vice President of Sales and Marketing
- Blake Chambers: Director of Support Services
- Kent Young: Director of Accounting
- Matt Root: Director of Cloud Infrastructure
- Russell DeGrove: Senior Developer
Each member brings a wealth of experience in their respective fields, contributing to the company's growth and innovation.
Competitor Profile
Market Insights and Dynamics
The market for sales territory management and geospatial business intelligence is expanding, driven by the need for efficient sales operations and data-driven decision-making. Integration with CRM systems and the demand for mobile solutions are key trends influencing the industry.
Competitor Analysis
Key competitors in the space include:
- Maptitude: Offers territory mapping software with features like drive-time zones and demographic data integration.
- Salesforce Maps: Provides route optimization and territory planning integrated with Salesforce CRM.
- Badger Maps: Focuses on field sales productivity with route planning and lead management.
These competitors offer various features, but EasyTerritory's deep integration with Microsoft products and its Auto-builder technology provide distinct advantages.
Strategic Collaborations and Partnerships
EasyTerritory's strategic partnership with Microsoft enhances its platform's capabilities, offering seamless integration with Dynamics 365, Power BI, and Excel. This collaboration strengthens its market position and provides users with a cohesive experience within the Microsoft ecosystem.
Operational Insights
EasyTerritory's integration with Microsoft's suite of products offers a significant competitive advantage, providing users with a unified platform for territory management and data analysis. The Auto-builder feature further differentiates the company by enabling efficient and equitable territory creation.
Strategic Opportunities and Future Directions
Looking ahead, EasyTerritory aims to:
- Expand Integration Capabilities: Enhance compatibility with additional CRM and ERP systems to broaden its user base.
- Develop Advanced Analytics: Incorporate more sophisticated data analysis tools to provide deeper insights into territory performance.
- Enhance Mobile Functionality: Improve mobile features to support the growing demand for on-the-go access and real-time updates.
By leveraging its current strengths and focusing on these strategic areas, EasyTerritory is well-positioned to meet future market demands and continue its growth trajectory.
