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Territory planning and clustering in seamlessly integration with SAP solutions

PTV xCluster - Territory Planning for SAP applications, Field Services, Field Services for SAP

How to get sales & services revenue with the optimal territory coverage with PTV xCluster for SAP CRM, SAP ERP, SAP S/4HANA?

PTV xServer allow you to plan and change clusters based on locations (customer addresses, postcode areas etc.). Common use cases are the management of field representatives, the planning of warehouse locations and their delivery areas as well as delivery planning. PTV xServer are designed for processing big amounts of data and therefore predestined for companies with an extensive field force and / or numerous locations to consider.


The PTV xCluster SERVER provides methods to efficiently generate compact territories based on geographical locations and coherent clusters based on additional activity measures such as customer call frequency or total sales.  Customer locations can be quickly assigned in a six-digit order to any number of areas. Thereby, activity measurements are included, e.g. technician times or sales expectations, producing the best possible rate between optimal compactness and balanced areas in accordance with the dedicated potential values.


This clustering module calculates clusters according to a certain number of defined conditions (number of locations to be assigned, number of clusters to be created, considering weekday patterns or-multi week rules).

The order contains a set of fields to define various values such as quantity, location, customer calls per week or multi-weekly and weekly rhythms. Common use cases are in the management of sales representatives and service technicians, the planning of warehouse locations and their delivery areas and in delivery planning.

Optimizes the usage of your SAP applications running PTV xCluster with your SAP CRM, SAP ERP or SAP S/4HANA for the optimization of your sales & services territory.

Strategic and Tactical Planning in seamlessly integration with SAP CRM, SAP ERP, SAP S4H

Organizes your sales and services territory based on geographical locations, sales revenue, customer segmentation, product category, etc.

Territory clustering based on geographical locations

Runs real-time simulation of sales or service territory using data from your SAP CRM, SAP ERP, SAP S/4HANA or any other source of customer master data.

Simulation of various territory planning scenarios


Plans complete cycle of vistis, balancing your sales or services territory, taking in consideration the overload of work, sales incomes, travel  or walking distances,  transit conditions, customer restrictions, traffic restrictions, etc.

Plan your multiple visits taking the daily or weekly imbalances tolerances into account