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
We have updated the way you install additional international maps into AlignMix. Now you can pick and select which countries you would like to install instead of having to install them all at once.
One of the most requested feature updates has finally come to AlignMix! You can now customize where you want your sales territory labels to appear. With just a few clicks you can now select which noncontagious sales area should have the sales territory labels.
Changing the Default Geography in AlignMix can be done in just a few clicks. You first need some international maps. To download the free AlignMix maps visit the AlignMix international page. Then you simply start a new sales territory design project and select the new geography from the drop down menu and then click make […]
You can set additional sales territory labels via the configure layers tool. This will allow you to display any data set that you have imported into the software. If you wanted to see the total sales for all of your sales territories displayed on the map, then you need to watch the video above.
Using the data definition tool you can customize the formatting of any data set that you have imported into AlignMix. This will allow you to see the total sales for a sales territory or even show you the total population of a selected area. It all depends on what data sets you have imported into AlignMix.
Easily un-assign zip codes and accounts that have been assigned to sales territories. Using the Touch Align tool and clicking the right button on your mouse you’ll be able to un-assign zip codes and accounts with ease. You can also use the lasso tools to select the area you wish to un-assign and then with […]
AlignMix is fast and easy to use (once you get the data into the software… ). That is the main question we are asked. “How do I best set up my sales territory alignment data so I can easily import it into AlignMix?” That is why I created this most recent video post. This is […]