SalesRep360's blog on CRM, sales and growth.

Redesigning Core Features

Our ultimate desire is to incorporate new features.  Many of which you all have expressed a desire to see.  Thus, in order to grow our existing feature base, we need to make sure they are malleable and firm enough to build upon.  

The two features needing redesign are:
  1. Associating customers to a territory (thanks to Sir R, this has already been redesigned)
  2. Associating users to a territory (currently being redesigned)
After the following two features are redesigned, we'll be able to incorporate functionality where any user can create custom customer groups within a territory.  If a user has access to multiple territories, the user can create custom groups that can span across those territories.  

The custom customer group feature will ultimately give a user a great amount of flexibility in analyzing his/her territory/s.