The Administrator Runs, Reviews, Refines, and Reruns the Territory Alignment

After the rules and conditions have been set up, the administrator runs the alignment to review what the resulting territory assignments look like. He does a series of trial runs, making edits to the rules after each run. (These results are just written to a list. No actual changes are made to the sales representatives’ territories until the alignment is activated.)

The administrator then creates a report of the results (territories listed with their assigned accounts, contacts, and sales representatives). He distributes this report to the sales managers, asking them for their feedback. The responses that the administrator receives lead to some rule changes and rerunning of the territory alignment. Now, he has a finalized set of rules and conditions that are ready to be used to roll out new territories for the sales force at the beginning of the next quarter.