This guide outlines the organizational preparation required before introducing digital territory planning technology. Companies should first define what successful territory design means, including stronger coverage, improved customer alignment, fairer assignments, and better return on sales resources. Executive support is essential, so project teams must build a business case tied to strategic goals. Clear ownership should then be assigned across business, IT, sales operations, and vendor teams to prevent communication gaps and dependency delays. Organizations must also understand where data resides, who owns it, how it is formatted, and which geographic, product, industry, revenue, or customer boundaries will shape territories. Finally, teams should realistically assess timelines, resour

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