EasyTerritory
Sales Territory Mapping Software.
Overview
EasyTerritory is a territory management solution that helps businesses build and manage sales and service territories. It provides an interactive map-based interface to align territories using data like postal codes, counties, or custom shapes. While it can be used standalone with Excel or Power BI, its primary strength is its deep integration with Microsoft Dynamics 365, allowing users to visualize and manage their CRM data geographically.
✨ Key Features
- Territory Management & Realignment
- Integration with Microsoft Dynamics 365
- Route Planning
- Geospatial BI & Analysis
- Mobile Access
🎯 Key Differentiators
- Deep, native integration with Microsoft Dynamics 365
- Leverages the Microsoft Azure and Power Platform ecosystem
- Strong capabilities for both sales and service territory planning
Unique Value: Provides a powerful, map-based territory management experience directly within the Microsoft Dynamics 365 environment, unlocking geographic insights from CRM data.
🎯 Use Cases (4)
✅ Best For
- Building territories from US ZIP Codes and aligning them in an interactive map
- Automatically assigning new leads in Dynamics 365 to the correct territory
- Analyzing sales data geographically within Power BI using EasyTerritory visuals
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not invested in the Microsoft ecosystem (Dynamics, Power BI)
- Users needing a very simple, standalone mapping tool
🏆 Alternatives
Offers a far deeper and more seamless integration for Dynamics 365 users compared to platform-agnostic tools. It is the direct equivalent of what Geopointe or Salesforce Maps are for the Salesforce ecosystem.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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