Assigning Only Accounts to Sales Territories

In AlignMix you are not limited to just reassigning zip codes or counties and accounts at the same time. You can also re-assign sales accounts without moving territory boundaries. Some organizations will call these types of accounts “special ownership” , “Account Overrides’ or “Key Accounts”. These terms will vary from company to company. In order to just assign these special sales accounts you just have to change the alignment scope to “only accounts” and then using the lasso tool you will be able to easily assign accounts without reassigning zip codes.

Customize the Account Segment Legend

You can now Customize the Account Segment Legend via the configure layers tool. Also, when you import your sales account data into the AlignMix mapping software, the software will now automatically auto fit all of your segments so that they all fit in one column on the right hand side of your screen.

Copy Account Data to Clipboard

You can now copy account data to your clipboard and then choose to either create a new territory, assign to existing sales territory, or delete the selected sales accounts.

Switching Between Tabs

You can now easily toggle between your open tabs with a simple keyboard shortcut. Ctrl + Tab. Just hold down the Ctrl key and then click tab to move to the next open tab in your open AlignMix file.

Updating AlignMix

We recommend updating AlignMix every few weeks to make sure that you are using the most recent version of the software. Simpy click on file and then on update AlignMix application to start the update process.

World Map Layer

You can now toggle on and off the world map layer in AlignMix. This new feature will allow you to only display the country you are working while hiding all of the other countries.

Importing County Based Sales Territory Data

In order to import any County based data you first need make sure you have FIPS codes for your data. FIPS codes are 5 digit county codes that identify counties. You cannot use county names in AlignMix because there are many counties in different states that have the same names. That is why you need the FIPS code in order to create county based sales territory designs.

The Difference Between Account Data and Zip Code Data

This is a question that is asked quite often. What is the difference between account data and zip code data? Account data is linked to an account that is assigned to a zip code. Whereas zip code data is linked to an entire zip code. Accounts do not have to be assigned to the same territory as the zip code is. This is why we allow the software to separate the two data sets via two different imports.

Key Principles When Creating Sales Territories

In this video you will learn a few key principles that we use when creating sales territories

  • Keeping within state boundaries
  • Using highways as arteries and not boundaries
  • Keep sales reps in the territory they work in