When designing sales territories you typically have several data sets that you consider for each sales territory. There are times where you will find that you need to update the data that is in your current sales territory design. There are a few ways to run this type of update. If you imported sales account account data with an Account ID then you can easily add or update the account data via the import process. If you did not import sales account data with an Account ID then you will have to first delete your sales accounts and data and then re-import the new data. This video above shows how to update and overwrite data that was imported with an Account ID.
Archive for month: May, 2017
Importing sales territories in AlignMix is very easy. All you need is an excel file that has one column of zip codes and a second column with the corresponding assigned sales territory. This type of data can be exported from most sales mapping services/packages and even some CRM dashboards. To import this data (this data can be called “Zip to Terr”) first open AlignMix. Click on Import. Then select the data file to import. Now all You will have to do is, drag the first column (Zip codes) to the corresponding location on the right side. Next, you import the second data column (Sales territory) to either sales territory name or sales territory ID. Click Next. And then Next again. You will see a load screen that shows the progress of the sales territory data being imported. When this is finished you will see all of your sales territories displayed on the map. If you do not have this type of data and are looking to create sales territories from scratch then this video is for you: Creating Sales Territories
If you are looking to create sales territories for the first time then this is the video for you. You do not need any sales data or zip code information to start creating sales territories. All you need is to download AlignMix and then using the touch align tool you can start coloring in sales territories. It’s that easy. You can always import client data later once you have created your sales territories. AlignMix Standard is a free mapping solution that will allow you to create sales territories for free. If you are looking to import sales data and do some mapping analytics then you will need to upgrade to the Pro version.
Sales reps can leave your organization for many reasons. When this happens you will need to remove them from their once assigned sales territories. You can do this via the edit sales reps button. Simple select the sales rep you want to remove from your sales territory map and then click delete.
There are a few ways to delete sales accounts in AlignMix. You can lasso an area of accounts and then delete them. Or you can delete them by account ID number. You first select the account ID’s to delete in excel. Copy those to the clipboard. And then in AlignMix you click on paste from clipboard. This will allow you to delete the accounts by account ID.