Territory Management be prepared

Territory management (TM) is a critical part of many CRM environments.

In Veeva CRM, Territory Management governs which Accounts the user can access in a Territory. It also helps reduce the number of Accounts syncing to Veeva CRM mobile devices. The release of Enterprise Territory Management 2.0 – TM 2.0 improves TM 1.0 performance and efficiency, ensure the best experience for customers.

Beside the benefits of TM2.0, Salesforce has announced that TM1.0 will be retired in the summer 2021 release, resulting that all Salesforce and Veeva customers should be migrated to TM2.0 before. To better understand the benefits of TM2.0 and on how to migrate


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CRM part 1