Expert AlignMix configuration
This three-hour package, which offers the flexibility of use at any time without expiry, includes an in-depth exploration of AlignMix's capabilities:
- Installation and Setup: Understanding the AlignMix installation process.
- Base Geography and Preparatory Inquiries: Deciphering essential concepts for initial setup.
- Data Integration and Preparation: Learning about diverse data types and their preparation for import into AlignMix.
- Data Importation and Troubleshooting: Step-by-step guidance on importing data and resolving common issues.
- Creating and Applying Alignment Index: Tools to quantify and enhance territory alignment.
- Thematic Maps for Alignment Analysis: Identifying key areas of alignment using thematic maps.
- Territory Analysis with Chart View: Analyzing alignments and performance using AlignMix’s chart view.
- Evaluating Territory Efficiency: Techniques to assess and improve the compactness of a territory.
- Territory Contiguity Verification: Quick methods to ensure contiguous territories.
- Detailed Territory Management: Setting up table views for managing territories, districts, and regions.
- Map Navigation and Customization: Mastering the art of map navigation and customization.
- Dynamic Territory Labels: Implementing dynamic labels to reflect changes in territories.
- In-depth Territory Information: Using the lasso tools and table views for detailed territory insights.
- Territory-specific Property Management: Reviewing and managing individual territory properties.
- Static Layers for Current Sales Structures: Creating layers to represent existing sales structures.
- Assigning Sales Representatives: Strategies for assigning sales reps to specific territories.
- Utilizing Alignment Modes: Effectively using three distinct alignment modes within AlignMix.
- Territory Boundary Adjustments with the Touch Align Tool: Techniques for adjusting territory boundaries for optimal alignment.
- Selective Territory Realignments: Tools like circle select and lasso for accurate territory adjustments.
- Reassigning Zip Codes or Accounts: Strategies for reallocating specific areas or accounts.
- Exporting Maps and Reports: Exporting maps to PowerPoint, Excel, PDF and batch exporting for presentations.
- Google MyMaps Integration: Techniques for geographical sharing through Google MyMaps.
- Advanced Analytics with Tableau: Optional methods for importing AlignMix maps into Tableau for enhanced analysis.
Fee: $500

