In my last post we looked at the redesigning sales territories using the alignment tool. This is probably the method you’ll use most often to create your new sales territory map. However, there are times when you’d like to re-assign individual zip code from one territory to another. There are two ways to accomplish this [...]
12
Aug
How To Realign Territory Boundaries Using AlignMix
AlignMix simplifies the task of designing a new sales alignment. You can re-align using several different tools. Let’s show you how. For the purposes of this example we’re going to use some territories we’ve created in central Florida (where Cozmix is based!). The label on each territory shows its name and Index. The index is a measure [...]
16
Jul
Free Sales Territory Mapping Version of AlignMix
A number of clients have requested a free sales territory mapping and alignment version of AlignMix. So we’ve decide to create a version which enables users to align at the state level. This should be good for sales forces of up to 7 reps (i.e. up to seven states per rep). To keep informed about [...]
15
Jul
Preparing Your Data for a Sales Force Mapping Exercise (Part 1)
Before you can start to re-align your sales force territories you need to import your data into AlignMix. And before this is possible you must manipulate your data into an Excel file. We chose Excel as our format of choice since its’s the most common data manipulation tool on the planet. If you don’t already have a [...]
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