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February 7, 2025

Optimizing Your Sales Team: Strategy, Tools, and Territory Planning

Optimizing Your Sales Team: Strategy, Tools, and Territory Planning
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What High-Performing Sales Teams Get Right

Sales excellence today depends on more than hustle—it’s about alignment, enablement, and scalability. Whether you're building a new team or optimizing an existing one, the right combination of tools, processes, and people-driven insights can elevate performance across the funnel.

This guide walks through the key elements of modern sales optimization—from evaluating your CRM and leveraging reps' strengths to designing smarter tech stacks and territory plans.

1. Ask the Right Questions to Drive Sales Performance

HubSpot’s Sales Strategy & Trends Report underscores a fundamental shift: revenue growth now depends on personalizing the sales process, aligning with marketing, and maximizing your CRM. Here are four key questions sales leaders should be asking:

Is your team getting full value from your CRM?

85% of top-performing salespeople say CRM functionality directly impacts their ability to win deals. When fully adopted, tools like HubSpot Sales Hub allow teams to:

  • Track lead and rep behavior across touchpoints

  • Centralize pipeline visibility

  • Forecast revenue with custom dashboards

  • Automate outreach and reduce admin work

Are sales and marketing aligned?

Sales-marketing alignment isn't just a buzzword—it’s a revenue lever. Teams that share a CRM strategy and service-level agreements (SLAs) benefit from:

  • Real-time lead status updates

  • Shared visibility into engagement metrics

  • Clarity on who owns what at each stage of the funnel

Do you know what distinguishes your top performers?

Top reps use CRM tools, review behavioral data, and embrace a customer-first mindset. Sales leaders should track both quantitative KPIs (quota attainment, cycle length) and qualitative strengths (strategic closes, vertical expertise, personalization style).

Are you routing leads based on rep strengths?

With the right CRM and a tool like Distributely, you can customize lead routing by:

  • Territory or time zone

  • Rep performance or capacity

  • New hire vs. tenured rep status

  • Industry vertical or buyer fit

Customized routing ensures the right lead meets the right rep—at the right time.


2. Build the Ideal Sales Tech Stack

A modern sales tech stack amplifies what your team can do—from prospecting to pipeline management and closing. Each tool should integrate seamlessly with your CRM and help reduce manual effort while improving outcomes.

Customer Relationship Management (CRM)

The foundation of your tech stack. CRMs centralize customer data, track engagement, and give your team a shared system of record.
Top tools: HubSpot, Salesforce, Zoho

Sales Compensation Tools

These automate commission tracking and help sales reps clearly see how their performance ties to earnings—boosting motivation and transparency.
Top tools: QuotaPath, CaptivateIQ, Everstage

Contract Management & E-Signature

Speed up deal closing with centralized contract storage, approvals, and e-signature workflows.
Top tools: PandaDoc, DocuSign, LinkSquares

Sales Acceleration

Tools that streamline rep workflows through automation, AI insights, and engagement tracking to reduce time-to-close.
Top tools: Distributely, Gong, Salesloft, Outreach

Sales Intelligence

Provides reps with enriched data, lead scoring, and market insights to prioritize outreach and personalize conversations.
Top tools: LinkedIn Sales Navigator, ZoomInfo, Apollo.io

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3. Design and Maintain Smarter Sales Territories

Territory planning helps scale your team strategically by assigning reps based on geography, vertical, or opportunity potential. Done well, it:

  • Balances workload

  • Improves forecast accuracy

  • Aligns reps to best-fit opportunities

Key Challenges in Territory Mapping:

  • Uneven customer density

  • Outdated market data

  • Manual, inconsistent mapping

  • Technology limitations

How to Solve with Smart Tech:

Software like Distributely enables territory-based routing with logic for:

  • Team segmentation by region, product, or ICP

  • Rule-based assignment by lead type

  • Capacity-based capping and availability

  • Real-time reassignment when reps are on PTO

Sales leaders using these tools reduce manual admin and increase time spent selling—while creating fairer, more scalable systems.

4. Elevate Your Sales Prospecting Strategy

Prospecting isn’t just about volume—it’s about relevance and timing.

What Is Sales Prospecting?

It’s the process of identifying potential customers, researching their needs, and engaging them with personalized outreach across multiple channels.

How to Prospect More Effectively:

  • Define your ICP. Focus on the right-fit buyers.

  • Research prospects. Use LinkedIn, directories, and intent data.

  • Personalize your message. Tailor to industry, pain points, and buyer role.

  • Use multiple channels. Think email, social, video, events, and referrals.

  • Build relationships. Focus on trust, not just transactions.

  • Measure and improve. Track reply rates, conversions, and pipeline impact.

Prospecting done well opens the door to smarter conversations, faster sales cycles, and higher close rates.

Optimizing your sales team starts with the right strategy—and scales with the right tools. From territory planning and CRM alignment to tech stack selection and prospecting techniques, every improvement compounds over time. When reps are supported with data, automation, and lead routing that fits their strengths, they do what they do best: close.


 

Caroline Egan

Caroline Egan is the Head of Content at New Breed Revenue. Prior to New Breed, she served in content marketing roles at Brafton, Salsify, and Zoovu. When she's not crafting (and executing) content strategies, she can be found with her beloved rescue beagle, cooking, or enjoying some Bravo.

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