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AlignMix in 60 Seconds: 1-Minute Video Tips
Every tip on this page is a short video, most of them about a minute long. They’re here to get you productive in AlignMix quickly, one small skill at a time. Watch them top to bottom for a fast start, or jump to the one you need. Where a topic deserves more than a minute, […]
Zip Code Search – A Helpful Tips And Guide
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. […]
What Is a Sales Territory?
A sales territory is the slice of the market one salesperson is responsible for. Usually that’s a geographic area, a set of ZIP codes, counties, or states, but it can also be a named list of accounts or a single industry. Whatever the unit, the idea is the same: divide the whole market into pieces, […]
Importing Sales Reps into an Existing Alignment Map in AlignMix:
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 […]
Optimizing Excel Data for Seamless Import into AlignMix
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 […]
Avoiding Common Pitfalls: What NOT to Do When Creating Sales Territories with AlignMix
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: […]
Launch of AlignMix AI
What this video covers This video introduces the launch of AlignMix AI and provides an overview of how artificial intelligence enhances sales territory design, optimization, and realignment. It explains how AlignMix AI automates complex territory decisions while maintaining balanced, equitable coverage across all regions. Who this video is for This video is intended for sales […]
District Properties
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 […]
Missing Sales Territories
Why account imports don’t create geographic territories If you have only imported sales account/client data, you will notice that little icons will appear all over the map, but no geographic sales territories have appeared. This is because the account import is just that; accounts being imported. During the account import you may have also included […]