Los 10 Mejores Programas para Diseño de Territorios de Ventas en 2026

Con tantas soluciones diferentes de software para diseño de territorios de ventas disponibles, decidir cuál es la adecuada para ti puede ser difícil. Sabes que quieres garantizar una distribución justa y estratégica de los territorios de ventas, pero necesitas descubrir cuál herramienta es la mejor. ¡Te ayudo! En este artículo haré que tu elección sea sencilla, compartiendo mis experiencias personales usando decenas de diferentes herramientas de diseño de territorios de ventas con varios equipos y territorios, y mis elecciones de los mejores programas para diseño de territorios de ventas.

Resumen de los Mejores Programas para Diseño de Territorios de Ventas

Este cuadro comparativo resume los detalles de precios de mis selecciones principales de software para diseño de territorios de ventas, para ayudarte a encontrar el que mejor se adapta a tu presupuesto y necesidades empresariales.

	Tool	Best For	Trial Info	Price
1	Maptive	Best for transforming your data into custom Google maps	10-day free trial available	From $250 for a 45-day pass	Website
2	Badger Maps	Best route planner for field sales	Free demo + 14-day free trial available	From $58/user/month (billed annually)	Website
3	SmartDraw	Best for pre-built templates for a variety of use cases	Free demo available	From $9.95/user/month (billed annually)	Website
4	eSpatial	Best for optimizing territories to unlock unseen sales potential	Free trial available	From $1,495/user/year	Website
5	Geopointe	Best for mapping your Salesforce data	15-day free trial available	From $70/month	Website
6	AlignMix	Best for click-to-edit map design drawing	Free demo available	In-house licensing is available for $1,500/user/year	Website
7	GeoMetrx	Best for aggregating census-based, location-specific data	Free version available	Pricing is available upon request	Website
8	Mapline	Best for creating maps based on state, county, and postal code boundaries	Free plan available	Custom pricing available	Website
9	Maptitude	Best for understanding how geography affects your organization	Free trial + free demo available	From $695/year	Website
10	Portatour	Best for automated route planning to maximize customer visits	30-day free trial	From $89.95/user/month (billed quarterly)	Website

Featured Tools

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Reseñas de los Mejores Programas para Diseño de Territorios de Ventas

A continuación encontrarás mis resúmenes detallados de los mejores programas para diseño de territorios de ventas que incluí en mi lista seleccionada. Mis reseñas ofrecen un análisis detallado de las funciones clave, pros y contras, integraciones y casos ideales de uso de cada herramienta para que encuentres la mejor para ti.

1

Maptive

Best for transforming your data into custom Google maps

• 10-day free trial available
• From $250 for a 45-day pass

Visit Website

Rating: 4.7/5

Maptive is a unique territory optimization tool that allows you to create insightful custom maps from your business’s geolocation data sets. With a series of mapping tools you can use to enhance your Google Maps foundation, you can experiment with sale density maps, heat maps, store locators, and territory maps that ensure you can optimize sales performance. 

Why I picked Maptive: This tool caught my eye because it’s specifically designed to work with Google tools. You have Google Street View, Google Geographic Search, and Google Places Search, all available directly on the platform. You can leverage Google’s comprehensive information to get an on-the-ground understanding of any location.

Maptive Standout Features and Integrations

Standout features include turn-by-turn navigation in-app when you link it to your mobile device and custom markers and images that you can upload yourself.

Integrations include Google Maps. CRM integrations coming soon.

Pros and Cons

Pros:

• Great customer service team
• Incredibly user friendly
• Very fast for geocoding addresses

Cons:

• Some loading delays can slow your workflow
• Pricing can be a little high

LEARN MORE ABOUT MAPTIVE:

• Check out Maptive on their website

2

Badger Maps

Best route planner for field sales

• Free demo + 14-day free trial available
• From $58/user/month (billed annually)

Visit Website

Rating: 4.6/5

As a field sales management software, Badger Maps is designed to help businesses manage representative routes, explore new opportunities, collect new data, and follow up on previous visits. This territory mapping tool has a mobile app, as well as a built-in mapping tool that can help you create sales routes, estimate arrival times, and streamline every drive.

Why I picked Badger Maps: I added this tool to my list because it prioritizes route planning to help you cut down on prep and drive time. Badger Maps reports that salespeople who use this software drive as much as 20% less and spend only 10 minutes prepping per day.

Badger Maps Standout Features and Integrations

Standout features include customized data visualization set up for you by the Badger Maps specialists and personalized onboarding and training to speed up implementation and adoption.

Integrations include HubSpot, Insightly, Microsoft Dynamics, NetSuite, RESTAPI, Salesforce, Zapier, and Zoho CRM. 

Pros and Cons

Pros:

• Robust customer support team
• Super user-friendly interface
• Native mobile app for iPhones and Android

Cons:

• Requires internet connection to operate
• No free or affordable option for small businesses

LEARN MORE ABOUT BADGER MAPS:

• Check out Badger Maps on their website

3

SmartDraw

Best for pre-built templates for a variety of use cases

• Free demo available
• From $9.95/user/month (billed annually)

Visit Website

Rating: 4.4/5

Unlike some other solutions on my list, SmartDraw is more about designing and drawing diagrams than territory management. As a design tool, it can be incredibly useful for mapping with its alternative features, like wireframes, mockups, templates, diagrams, and pre-built charts. SmartDraw automates a lot of the design process to ensure you can add, move, and delete shapes more easily.

Why I picked SmartDraw: I like this tool because it provides a single-use solution to sales territory design. If you’re not looking for advanced features and in-depth analytics, SmartDraw is the tool for you. It offers simple, custom, automated map and territory design that addresses your unique needs.

SmartDraw Standout Features and Integrations

Standout features include editable map templates from every region and an intelligent formatting engine to automatically adjust shapes and positions.

Integrations include AWS, box, Confluence, Dropbox, Google, Jira, Microsoft Azure, Microsoft Teams, and Trello.

Pros and Cons

Pros:

• Affordable pricing for all businesses
• Intuitive navigation
• Easy to learn

Cons:

• Templates have preloaded data that must be cleared
• Limited reporting and analytics

LEARN MORE ABOUT SMARTDRAW:

• Check out SmartDraw on their website

4

eSpatial

Best for optimizing territories to unlock unseen sales potential

• Free trial available
• From $1,495/user/year

Visit Website

This cloud-based territory mapping software uses location technology to deliver geographic solutions to international organizations. eSpatial specializes in territory alignment, routing, data visualization, target marketing, prospecting, and gap analysis. Your team also gets dynamic visual insights at street, zip code, country, and coordinate levels.

Why I picked eSpatial: This tool made my list because of its territory management features. Whether you design geographic or account-based territories, eSpatial can warn you where there are pockets of underperforming areas, high employee turnover, areas that aren’t meeting expectations, and high mileage expenses.

eSpatial Standout Features and Integrations

Standout features include template creation for maps that display only what you want to see and radius maps that provide data points for relevant information to help with territory planning.

Integrations include Salesforce. 

Pros and Cons

Pros:

• Intuitive tools and navigation
• Very easy to use
• Appealing user interface

Cons:

• Adding multiple map elements is time-consuming
• Very expensive pricing at the lowest tier

LEARN MORE ABOUT ESPATIAL:

• Check out eSpatial on their website

5

Geopointe

Best for mapping your Salesforce data

• 15-day free trial available
• From $70/month

Visit Website

A web-based platform from Ascent Cloud, Geopointe is designed to help you schedule routes and trips, redesign and align territory maps, and create unique marketing campaigns based on demographic data in a variety of geographic areas. This platform can also help your sales reps fill in meeting cancellations and log notes to keep your central hub up-to-date.

Why I picked Geopointe: This tool made my list because it offers several territory design-specific features for Salesforce data, including a Shapes Editor and Automated Assignments. The Shape Editor shows how territory adjustments impact business operations, while Automated Assignments distribute leads and territory assignments based on your rules to ensure fairness.

Geopointe Standout Features and Integrations

Standout features include route optimization and trip planning to save on drive time and resources, as well as geographic search and analysis for location-specific insights.

Integrations include Salesforce Sales Cloud and Territory Planner. 

Pros and Cons

Pros:

• Range of price points for any business size
• User-friendly interface design
• Knowledgeable customer support team

Cons:

• Navigation isn’t very intuitive
• May take up too much storage

LEARN MORE ABOUT GEOPOINTE:

• Check out Geopointe on their website

6

AlignMix

Best for click-to-edit map design drawing

• Free demo available
• In-house licensing is available for $1,500/user/year

Visit Website

This mapping and sales productivity tool focuses on targeting territory design and customer segmentation with in-house licensing, consulting licensing, and several add-on options. AlignMix prioritizes adoption and implementation with guided custom software configuration and onsite training for your team.

Why I picked AlignMix: What I like about this platform is how easy it makes editing and adjusting territory boundaries. You can create a map from scratch and edit it as needed until it perfectly fits your needs, or you can adjust older maps to reflect changes in territories and boundaries based on how your business has evolved. You can use territory labels to get immediate feedback on how your changes impact your organization.

AlignMix Standout Features and Integrations

Standout features include data import and export with any Excel spreadsheet, account or geography-based alignments, and a massive selection of demographic data sets based on zip codes.

Integrations include Adobe PDF, Excel, Google Maps, MyMaps, PowerPoint, and Tableau. 

Pros and Cons

Pros:

• Beautiful visualization template options
• User-friendly interface design
• Simple functionality for editing tools

Cons:

• Expensive for small businesses
• No monthly subscription options

LEARN MORE ABOUT ALIGNMIX:

• Check out AlignMix on their website

7

GeoMetrx

Best for aggregating census-based, location-specific data

• Free version available
• Pricing is available upon request

Visit Website

This web-based sales territory design software can help you transform static business data into something more dynamic and informative through unique visualizations and advanced mapping functionality. GeoMetrx strives to help you compare, map, and rank a variety of pre-set attributes that relate to your business operations and demographic data.

Why I picked GeoMetrx: A unique feature that stood out to me about this tool is the types of reports it provides. With its census-based reports, you can get Snapshots, Detail Summaries, Benchmark Comparison Summaries, and Trend Summary Reports based on your preferred location.

GeoMetrx Standout Features and Integrations

Standout features include personalized and branded reporting tools, as well as geographic filtering based on county, zip code, or metro.

Integrations include Google.

Pros and Cons

Pros:

• Intuitive navigation and interface
• Simple, easy-to-learn features
• Free plan for solo users

Cons:

• Newer tool with features still under development
• Limited integration options

LEARN MORE ABOUT GEOMETRX:

• Check out GeoMetrx on their website

8

Mapline

Best for creating maps based on state, county, and postal code boundaries

• Free plan available
• Custom pricing available

Visit Website

Mapline is a web-based intelligence and sales mapping design software that’s meant to help organizations of any size upload customer and company data for visualization. You can also use this platform to manage scheduling, routine, and dispatch operations from a single hub, as well as get analytics and insights from reporting tools.

Why I picked Mapline: I like this platform because it helps you organize your territories using whatever metrics make sense to you. Whether you need to create a design based on government boundaries, like counties, states, and postal codes, or input your own data to get custom shapes and segmentation, Mapline offers the flexibility and customization you want.

Mapline Standout Features and Integrations

Standout features include map creation by importing data from spreadsheets and heat mapping to see the concentration of your data.

Integrations include an API solution that provides the tools for custom integration.

Pros and Cons

Pros:

• Customer support team provides plenty of guidance
• Tons of customization options for territory design
• Add-ons that help you link maps and spreadsheets

Cons:

• Customer support through email only
• Inaccuracy in some regions

LEARN MORE ABOUT MAPLINE:

• Check out Mapline on their website

9

Maptitude

Best for understanding how geography affects your organization

• Free trial + free demo available
• From $695/year

Visit Website

As a GIS and mapping software, Maptitude strives to offer a cost-effective solution for optimizing your sales territories, site locations, and vehicle routes, as well as analyze, visualize, and present the most critical data about your profits, workflow, and resource allocation. Discover geographic patterns that make a big difference to your decision-making.

Why I picked Maptitude: This tool seems incredibly useful to me due to its spatial mapping feature. With this feature, you can estimate the population of any given area to design custom territories that identify and address over and under-served areas, determine ideal trade areas, and find valuable sites for physical stores based on the geography of the location.

Maptitude Standout Features and Integrations

Standout features include map creation using data from your choice of source, including Excel, SQL Server, or Access, and online sharing with maps embedded into your website.

Integrations include Access, Google Maps, Microsoft Access, Microsoft Excel, and TransCAD.

Pros and Cons

Pros:

• Friendly and supportive customer service
• Affordable options for small businesses
• User-friendly design and navigation

Cons:

• Can be slow to upload large data sets
• Advanced features are a little complicated to learn

LEARN MORE ABOUT MAPTITUDE:

• Check out Maptitude on their website

10

Portatour

Best for automated route planning to maximize customer visits

• 30-day free trial
• From $89.95/user/month (billed quarterly)

Visit Website

This cloud-based sales route planning software is made to help your sales team plan and optimize sales routes from home base or on the road. Use this tool to reduce mileage and emissions, increase sales rep productivity through automated scheduling suggestions based on previous customer interactions, and enjoy route calculations that take holidays, business hours, and customer preferences into account.

Why I picked Portatour: What made me add this platform to my list was the automatic route planner app. Once you’ve designed your territories and added in customer requests, you can use the Portatour app to automatically schedule routes in just a few seconds based on current conditions.

Portatour Standout Features and Integrations

Standout features include configurable customer assignments and restrictions and lead management to record and store customer data.

Integrations include Microsoft Dynamics, Microsoft Excel, Salesforce, and Veeva. Portatour also offers API data exchange PowerShell scripts for custom integrations.

Pros and Cons

Pros:

• Easy to learn how to use
• Mobile accessibility for field teams
• Automation-first approach to speed up operations

Cons:

• Cost prohibitive for small businesses
• A little complicated to set up

LEARN MORE ABOUT PORTATOUR:

• Check out Portatour on their website

Otros Programas para Diseño de Territorios de Ventas

Aquí tienes algunas opciones adicionales de software para diseño de territorios de ventas que no alcanzaron mi lista seleccionada, pero que igualmente vale la pena revisar:

1. SPOTIO

   For multi-channel communication and multi-device support

2. Yellowfin

   For built-in mapping capabilities with location intelligence

3. MapBusinessOnline

   For having access to up-to-date base maps and current street data

4. Seismic

   For building content profiles for outside and field sales roles that address their specific needs

5. BatchGeo

   For transferring your mapping data from spreadsheets to maps in just three steps

6. Callproof

   Sales territory design software with an attached CRM for your outside sales team

7. Varicent

   For making data-driven decisions with access to data visualizations, reports, and analytics

8. Xactly AlignStar

   For alignment report cards that help you optimize for specific goals

9. ZeeMaps

   For creating and publishing interactive maps that you can embed in websites

10. EasyTerritory

    Territory design software for pairing with Microsoft Dynamics 365 and Power BI

Criterios de Selección de Programas para Diseño de Territorios de Ventas

Al seleccionar el mejor software para diseño de territorios de ventas para incluir en esta lista, tomé en cuenta las necesidades y puntos de dolor comunes de los compradores, como equilibrar la distribución de la carga de trabajo y optimizar los recursos de ventas. También utilicé el siguiente marco para mantener mi evaluación estructurada y justa:

Funcionalidad Principal (25% de la puntuación total)
Para ser considerados en esta lista, cada solución debía cumplir con estos casos de uso comunes:

• Cartografía de territorios
• Visualización de datos
• Seguimiento del rendimiento de ventas
• Integración con sistemas CRM
• Informes personalizables

Características Destacadas Adicionales (25% de la puntuación total)
Para ayudar a reducir aún más la competencia, también busqué funciones únicas como:

• Información impulsada por IA
• Acceso desde aplicación móvil
• Colaboración en tiempo real
• Análisis avanzados
• Ajustes automáticos de territorios

Usabilidad (10% de la puntuación total)
Para obtener una idea de la facilidad de uso de cada sistema, consideré lo siguiente:

• Interfaz intuitiva
• Navegación sencilla
• Opciones de personalización
• Velocidad y rendimiento
• Diseño fácil de usar

Incorporación (10% de la puntuación total)
Para evaluar la experiencia de incorporación en cada plataforma, consideré lo siguiente:

• Disponibilidad de videos de capacitación
• Recorridos interactivos por el producto
• Acceso a webinars
• Plantillas preconstruidas
• Asistencia mediante chatbot

Atención al Cliente (10% de la puntuación total)
Para evaluar los servicios de soporte al cliente de cada proveedor de software, consideré lo siguiente:

• Disponibilidad de soporte 24/7
• Tiempo de respuesta
• Acceso a chat en vivo
• Centro de ayuda integral
• Gestores de cuentas dedicados

Relación calidad-precio (10% de la puntuación total)
Para evaluar la relación calidad-precio de cada plataforma, tuve en cuenta lo siguiente:

• Precios competitivos
• Planes de suscripción flexibles
• Disponibilidad de prueba gratuita
• Estructura de precios transparente
• Descuentos por facturación anual

Opiniones de los clientes (10% de la puntuación total)
Para obtener una idea de la satisfacción general de los clientes, consideré lo siguiente al leer sus opiniones:

• Puntuación general de satisfacción
• Comentarios sobre facilidad de uso
• Opiniones sobre atención al cliente
• Reportes sobre confiabilidad del software
• Recomendaciones de usuarios

Cómo elegir un software de diseño de territorios de ventas

Es fácil perderse en largas listas de funciones y estructuras de precios complejas. Para ayudarte a mantenerte enfocado mientras avanzas en tu proceso único de selección de software, aquí tienes una lista de factores a tener en cuenta:

¿Qué es un software de diseño de territorios de ventas?

El software de diseño de territorios de ventas es una herramienta utilizada por las empresas para asignar y gestionar territorios de ventas. Combina mapeo geográfico y análisis de datos para organizar los territorios en función de factores como la demografía de los clientes, el potencial del mercado y la ubicación geográfica. El software integra datos de ventas y clientes para crear territorios de ventas optimizados y equilibrados, y proporciona herramientas para análisis de desempeño y actualizaciones en tiempo real.

Características

Al seleccionar un software de diseño de territorios de ventas, presta atención a las siguientes características clave:

• Mapeo de territorios: Permite crear y ajustar los territorios de forma visual, asegurando una cobertura equilibrada y una asignación eficiente de recursos.
• Visualización de datos: Ofrece representaciones gráficas de los datos de ventas para ayudar a los equipos a identificar tendencias y tomar decisiones informadas.
• Seguimiento del desempeño: Monitoriza métricas de ventas y el rendimiento del equipo, proporcionando información sobre áreas que requieren mejora.
• Integración con CRM: Se conecta con los sistemas de CRM existentes, asegurando un flujo de información sin fricciones y reduciendo la entrada manual de datos.
• Informes personalizables: Permite generar informes adaptados a las necesidades específicas del negocio y rastrear indicadores clave de desempeño.
• Información basada en IA: Utiliza inteligencia artificial para proporcionar análisis predictivos y recomendaciones estratégicas para ajustar los territorios.
• Acceso desde aplicación móvil: Ofrece acceso móvil a los datos de territorios, permitiendo a los equipos de ventas estar informados y responder mientras están en el campo.
• Colaboración en tiempo real: Facilita la colaboración del equipo al permitir que varios usuarios accedan y editen los datos de territorio simultáneamente.
• Ajustes automáticos de territorios: Ajusta los territorios automáticamente en función de criterios predefinidos, ahorrando tiempo y manteniendo el equilibrio.
• Medidas de seguridad: Protege los datos sensibles del negocio mediante cifrado y controles de acceso, garantizando el cumplimiento de los estándares de seguridad.

Beneficios

Implementar software de diseño de territorios de ventas ofrece varios beneficios para su equipo y su empresa. Aquí hay algunos a los que puede aspirar:

• Mejor cobertura: Garantiza que todos los territorios estén cubiertos de manera uniforme, maximizando las oportunidades de ventas y reduciendo la superposición.
• Mayor eficiencia: Automatiza los ajustes de territorios y la entrada de datos, liberando tiempo para que su equipo de ventas se concentre en vender.
• Mejor toma de decisiones: Ofrece visualización de datos y conocimientos potenciados por inteligencia artificial, ayudándole a tomar decisiones estratégicas informadas.
• Mayor colaboración: Permite la colaboración en tiempo real, manteniendo a su equipo alineado e informado en todos los territorios.
• Optimización en la asignación de recursos: Utiliza el seguimiento del rendimiento para asignar recursos donde más se necesitan, aumentando la productividad.
• Mayor flexibilidad: Ofrece informes personalizables y acceso móvil, permitiendo a su equipo adaptarse rápidamente a las necesidades cambiantes.
• Gestión segura de datos: Protege información sensible con salvaguardas de seguridad, asegurando el cumplimiento y su tranquilidad.

Costos y precios

Seleccionar un software de diseño de territorios de ventas requiere comprender los diferentes modelos y planes de precios disponibles. Los costos varían según las funciones, el tamaño del equipo, los complementos y más. La siguiente tabla resume los planes comunes, sus precios promedio y las funciones típicas incluidas en las soluciones de software de diseño de territorios de ventas:

Tabla comparativa de planes para software de diseño de territorios de ventas

¿Qué sigue?

Si estás investigando software de diseño de territorios de ventas, conéctate gratis con un asesor de SoftwareSelect para obtener recomendaciones personalizadas.

Simplemente rellenas un formulario y tendrás una breve charla donde analizarán en detalle tus necesidades. Luego recibirás una lista corta de software para revisar. Incluso te acompañarán en todo el proceso de compra, incluyendo la negociación de precios.