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Importing Sales Reps into an Existing Alignment Map in AlignMix:

By Amanda Gray | February 28, 2024

The video demonstrates how to import sales reps into an existing alignment map in AlignMix using data from an Excel spreadsheet. Pre-Import Check: Before importing sales reps, it is recommended to check whether reps have already been added. Use the radial tool by right-clicking on a sales territory, then click on “Territory Properties.” In this …

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Optimizing Excel Data for Seamless Import into AlignMix

By Amanda Gray | February 28, 2024

Setting up data in Excel for import into AlignMix is a crucial step in ensuring a smooth and accurate sales territory design process. The following key points summarize the best practices discussed in the AlignMix tutorial video: 1. Consistent Data Label Placement: Ensure that all data labels, such as territory names or account identifiers, are …

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Mastering Sales Territory Design: Best Practices for Optimal Results with AlignMix

By Amanda Gray | February 27, 2024

Introduction: In the dynamic realm of sales, effective territory design is a crucial component for success. AlignMix, a powerful sales territory design and mapping tool, provides users with innovative features to streamline this process. In this blog post, we’ll explore key best practices for creating optimized sales territories using AlignMix.   1. Business-Centric Territory Creation: …

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Avoiding Common Pitfalls: What NOT to Do When Creating Sales Territories with AlignMix

By Amanda Gray | February 23, 2024

Introduction: Creating effective sales territories is a critical aspect of maximizing sales efficiency and overall business success. However, certain pitfalls can hinder the optimization process. In this blog post, we’ll explore what NOT to do when using AlignMix, a powerful sales territory design and mapping tool. 1. Having Sales Reps Work Outside of Their Territory: …

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What Is Sales Territory Design?

By Amanda Gray | February 21, 2024

In the world of business planning, one often-overlooked aspect is the strategy of sales territory design. As businesses expand, the need to efficiently manage and organize sales territories becomes vital. But what exactly is sales territory design, and why is it crucial for the success of your sales force? Sales territory design is the process …

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Territory Thematics and Analysis

1 Minute Tip Part 12: AlignMix Ai vs. AlignMix Pro

By Joey | February 21, 2022

In this 12th and final 1 Minute Tip video you will learn about the differences between the different versions of AlignMix. We will also cover the pricing for each version of AlignMix. [section] AlignMix Pro is the flagship version of AlignMix. In this version all the territory design work is performed manually using the touch …

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AlignMix AI

Launch of AlignMix AI

By stevemaughan | April 23, 2021

You can now use the Zip Code Search tool to locate Zip Codes in your sales territory maps. Simply type [ctrl+f] to pull up the search box, then type in the zip you are searching for. The search tool will automatically zoom to the zip code you are searching for and center it on your screen. …

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AlignMix AI

AlignMix 2021 Launch Webinar

By stevemaughan | August 11, 2020

We’re pleased to announce the immediate availability of AlignMix Pro 2021. This is a free upgrade for all current AlignMix Pro user. You can download the set-up from the AlignMix Pro download page. Related posts: Launch of AlignMix AI

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District Properties

By Joey | April 6, 2020

The district properties allow you to change the name, ID, assigned sales district manager, and assigned region all from one easy to use view. The ability to create districts and regions is available only to AlignMix Pro users. AlignMix pro users are able to create three levels of hierarchy. By default, you have territories assigned …

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