Category Archives: Helpful Tips

Tips and new feature announcements to help you use AlignMix to its fullest.

AlignMix Navigation – Keyboard Shortcuts Part 3

Keyboard shortcuts allow users to navigate and use AlignMix faster and more efficiently. In this third keyboard shortcuts video you will learn how to: Radial Tool Pull Up Territory Properties Re-color Tool Undo/Redo Account Color Change Adding these keyboard shortcuts to your sales territory design skill set will help you become an AlignMix power user.

AlignMix Navigation – Keyboard Shortcuts Part 2

Keyboard shortcuts allow users to navigate and use AlignMix faster and more efficiently. In this second keyboard shortcuts video you will learn how to: Batch Print Full Screen Mode Zoom Out 100% Bring up the Options Menu Adding these keyboard shortcuts to your sales territory design arsenal will help you become an AlignMix power user.  

Creating a Sales Territory Alignment Index

Creating a Sales Territory Alignment index is the cornerstone of creating balanced and optimized sales territories. AlignMix now comes with the “Create Index” tool that allows you to create new sales territory indexes in seconds. The index is calculated for every single territory using the parameters that you set using the data sets that have […]

AlignMix Navigation – Keyboard Shortcuts Part 1

Keyboard shortcuts allow users to navigate and use AlignMix faster and more efficiently. In the video above you will learn how to: Save a territory report Toggle account segments in the map view Pull up the Data definition tool Easily save alignment files Adjust the circumference of the touch align tool Adding these shortcuts to […]

AlignMix Professional 2016 Launch Event…

AlignMix Professional is now available to license! As part of the launch event we’re offering a 20% discount (coupon code “launch20”) on each license for the first year. For the first thirty customers we’re also offering free Demographic Data (297 series) valued at $750. If you have more than one user, we’re giving five licenses for […]

5 Pillars of Sales Territory Design Part 3 – Design Criteria

This is part of a series of videos covering the most import factors you need to put in place when creating a sales territory alignment. Tomorrow we’ll be looking at “Alignment Process”.  This is leading up to the launch of AlignMix professional on Friday April 8th at 10 am Eastern.  The web-link and dial-in details […]

5 Pillars of Sales Territory Design Part 2 – Data Requirements

Download your Sales Territory Design Data Checklist This is part of a series of videos covering the most import factors you need to put in place when creating a sales territory alignment. Tomorrow we’ll be looking at “Alignment Criteria” and asking the question, “What makes a Great Sales Territory Alignment?”.  This is leading up to […]

5 Pillars of Sales – Picking the Right Base Geography

Here’s a link to the current zip codes which are not included in ZCTA shapes. This is part of a series of videos covering the most import factors you need to put in place when creating a sales territory alignment. Tomorrow we’ll be looking at “data”, leading up to the launch of AlignMix professional on […]