Using Hot Spots

The new Territory Hot Spot Feature allows you to map the highest and lowest concentrations of any data field that you have imported into AlignMix. The hot spots are colored based on the territories they reside in. For example, if you select sales as the data field for the hot spot view then you will be able to locate which zip codes have the most and least amount of sales in each sales territory. The video post above will show you how to use this new mapping feature in less than one minute.

 

Updating Zip Code Assignments

Updating Zip-code to territory assignments can be a pain, especially if there’s a lot of them and you have to search for each one individually and reassign them using the touch align tool. With this new update feature in AlignMix 2016 you can import updated zip code assignments in just a few clicks. Let’s say you just had a fine tuning session with all of your district managers and you now have a list of 400 zip-codes that need to be moved from one sales territory to the next. All you have to do is import this list into AlignMix and the software will make all of the changes for you automatically. The video above will show you how to do this amazing time saving process step by step.

Finding and Reassigning Accounts

Finding and reassigning accounts can be a real hassle without the proper tools. In this brief video you will learn how to copy and paste a list of accounts from Excel and paste them into AlignMix so that you can first find these accounts and then reassign them to another sales territory. This is one of the easiest ways that you can create account overrides, also known as special ownership accounts.

Exporting Maps and Data

One really cool feature that comes with AlignMix is the ability to export data and maps from the software. Using the batch export tool that is available in the Pro Version of AlignMix 2016 you can export:

  • Territory Maps
  • Territory Data
  • District Maps
  • District Data