Training and tips for designing sales territories.

AlignMix 2018 Beta Testers Tutorial

2018-05-29T13:26:31+00:00

Please watch the video to get a basic understanding of the new features in AlignMix 2018. Here’s the list of changes:

2018-01-09 Version 2018.0.0.258
NEW – Export KML / KMZ files!!
NEW – Assign unassigned accounts to host geograph’s territory
NEW – Right click on territory to export to KML or Excel
NEW – Export current territory boundaries as KML / KMZ file
NEW – Save static boundary files as KML / KMZ files
NEW – Export data filtered by a static layer
FIX – TouchAlign is now always clickable
FIX – Updating the geography dialog was hidden by splash screen
FIX – Minor formatting error when exporting territory data
FIX – Would crash if geography for country not installed

AlignMix 2018 Beta Testers Tutorial2018-05-29T13:26:31+00:00

Sales Account Labels

2017-10-16T10:26:33+00:00

You can display sales account labels for every sales account that you have imported. All it takes is just one click. Under view you select account labels. Now when you zoom into your sales territories you will be able to see the name of every sales account.

Sales Account Labels2017-10-16T10:26:33+00:00

Creating County Based Sales Territory Alignments

2017-09-19T09:37:41+00:00

 

AlignMix will default to creating sales territories by 5 digit zip code. But what if you are only interested in creating county based sales territories? Well, in just a few clicks you can change the base geography in AlignMix and also set it as the default setting for future county based territory maps. Simply open AlignMix and then click on new. From the drop down menu you can now select the base geography you want to use for your new sales territory map.

Creating County Based Sales Territory Alignments2017-09-19T09:37:41+00:00

Changing Default Settings

2017-09-19T09:43:26+00:00

In AlignMix you can easily change the default verbiage settings to match what your company uses in house. If you don’t have sales territories but do have sales areas then you can make that change with a few clicks. You can also change what you call Sales Reps, Customers, and Districts.

Changing Default Settings2017-09-19T09:43:26+00:00

Account Icons

2017-09-19T09:52:03+00:00

In AlignMix you can customize the icons for each sales account and also modify at what zoom level each icon appears at. This allows you to create the best type of map display for your business.

Account Icons2017-09-19T09:52:03+00:00

Using the Touch Align Tool

2017-09-19T12:40:56+00:00

The Touch Align Tool is one of the most powerful tools you can use to create and mange sales territories. All you have to do is click and hold down the left button on your mouse to create a new sales territory. You can then move the borders of this sales territories just by clicking and holding down the left mouse button. You can also hug the borders of states by holding down the ctrl button on your keyboard. This is very useful when you do not want your sales territories to cross state lines.

Using the Touch Align Tool2017-09-19T12:40:56+00:00

Exporting Data

2017-09-20T11:44:56+00:00

Creating and designing sales territories is extremely important to any company that relies on any form of sales. This is why AlignMix was designed to be fast and easy to use. You’ve spent some time moving your sales territories around and now its time to get this data out of the mapping software and into Microsoft Excel. In AlignMix you easily export all of your sales territory, sales account, sales rep, and zip code data with just a few clicks. Click on file, then click on export, and then on Export To Excel. It is that easy!

Exporting Data2017-09-20T11:44:56+00:00

Updating Account Data

2017-09-20T11:46:30+00:00

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.

Updating Account Data2017-09-20T11:46:30+00:00

Importing Sales Territories

2017-09-20T11:47:24+00:00

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

Importing Sales Territories2017-09-20T11:47:24+00:00

Creating Sales Territories

2017-09-20T11:48:42+00:00

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.

Creating Sales Territories2017-09-20T11:48:42+00:00