About EasyTerritory
A territory management and spatial data visualization platform built for the Microsoft ecosystem.
EasyTerritory is a territory management and location intelligence platform designed to integrate seamlessly with the Microsoft business ecosystem. It empowers sales, service, and operations teams to visualize spatial data, design and optimize territories, and plan routes efficiently. The software offers several products, including Territory Designer for web-based management, a native visual for Power BI, and EasyMap for Dynamics 365. Key capabilities include geography-based and account-based territory design, bulk route optimization, and capacity planning. The platform supports data uploads from Excel, Dynamics 365, and SQL Azure. Pricing is available in two main tiers, Standard and Enterprise, with the latter required for CRM integrations. A free trial is offered for both editions. Support is provided via phone, email, and extensive online documentation.
Pros & Cons
- Deep integration with the Microsoft ecosystem, including Power BI, Dynamics 365, and Excel.
- Offers both geography-based and account-based territory design for flexible planning.
- Provides powerful visualization tools for turning location data into actionable insights.
- Includes route optimization and capacity planning features to improve operational efficiency.
- Supports a wide range of data sources for importing business data.
- CRM and ERP integrations are only available on the more expensive Enterprise Edition.
- The pricing model is based on annual subscriptions, which may be a significant upfront cost.
- The Rep Locator feature is a paid add-on for the Enterprise plan.
Features
Key features
Build and balance sales territories using geographic boundaries like ZIP codes or account-based assignments.
Visualize datasets from Excel, Dynamics 365, and Power Platform on interactive maps for spatial analysis.
A native visual allows users to manage and visualize territory data directly within Power BI dashboards.
Calculate optimized routes at scale across territories and accounts to improve field rep efficiency and reduce travel time.
Model workloads and capacity by territory, representative, or account volume to ensure equitable and achievable territory assignments.
Additional features
Build territories around strategic or named accounts rather than just geography.
Get instant statistics like account counts or total sales while editing territories.
Automatically update CRM entities like accounts and leads based on their location within defined territories.
Share datasets to mobile devices, allowing field teams to access maps and data on the go via the EasyMap PowerApp.
Use travel-time rings to analyze distances and filter data based on how far reps can travel within specific time frames.
Supports SSO with Azure AD, OpenId Connect, and ADFS for secure enterprise access.
Upload account, territory, and reference data from various sources including Excel, Dynamics 365, Power Platform, and SQL Azure.
Administrators can add and manage users, create groups, and control project and data access.
Pricing
Annual plans
- Supports Excel and Power BI
- Up to 20 Power BI users of the Territory Visual
- 60,000 Azure Maps transactions per year
- 6 hours of support per year
7-day free trial available.
Source: vendor pricing page →- Supports Excel, Power BI, Dynamics 365, and Power Platform
- API access and FTPs file push
- Unlimited Power BI users of the Territory Visual
- 260,000 Azure Maps transactions per year
- 16 hours of support per year
- Territory alignment consulting
Required for CRM/ERP integration. Rep Locator is a +$4,000/year add-on. 14-day free trial available.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About EasyTerritory
A territory management and spatial data visualization platform built for the Microsoft ecosystem.
EasyTerritory Details
EasyTerritory's In-App Market Place
Does EasyTerritory have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Annual plans
- Supports Excel and Power BI
- Up to 20 Power BI users of the Territory Visual
- 60,000 Azure Maps transactions per year
- 6 hours of support per year
7-day free trial available.
Source: vendor pricing page →- Supports Excel, Power BI, Dynamics 365, and Power Platform
- API access and FTPs file push
- Unlimited Power BI users of the Territory Visual
- 260,000 Azure Maps transactions per year
- 16 hours of support per year
- Territory alignment consulting
Required for CRM/ERP integration. Rep Locator is a +$4,000/year add-on. 14-day free trial available.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Deep integration with the Microsoft ecosystem, including Power BI, Dynamics 365, and Excel.
- Offers both geography-based and account-based territory design for flexible planning.
- Provides powerful visualization tools for turning location data into actionable insights.
- Includes route optimization and capacity planning features to improve operational efficiency.
- Supports a wide range of data sources for importing business data.
- CRM and ERP integrations are only available on the more expensive Enterprise Edition.
- The pricing model is based on annual subscriptions, which may be a significant upfront cost.
- The Rep Locator feature is a paid add-on for the Enterprise plan.
EasyTerritory's Support Options
EasyTerritory's Alternatives
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