Overview: Importing Sales Reps and Managers
In AlignMix you can import a sales personnel roster directly into the software and have all the assignments automatically created. If you are using the Pro version, you will be able to import district and region managers. By default, sales territories are assigned to districts and districts are assigned to regions. If you name each level of hierarchy something different then you can customize that in the AlignMix options.
Required Data for Importing Sales Reps
When importing sales reps, you will need the sales rep ID/name and the home zip code. Those are the two pieces of required data sets that you need in order to import sales rep data into AlignMix. You can also import the assigned sales territory and job role.
If you are importing only sales reps, then you can omit the job role assignment. But if you are importing sales reps, district managers, and region managers then it’s best to have a column showing their job role and then an additional column with the assigned sales territory, district, or region.
When preparing your data in Excel you should have all the column labels in the same row, ideally in row 1. If all the labels are in a different row you can select that other row before you start the import process.
During the import process you will see a new dialogue box appear if you included a job role in the Excel file. This view allows you to confirm that the roles are assigned to the correct level of hierarchy. If the software has incorrectly mapped the job role to the wrong level, you can simply drag and drop that assignment to the correct spot.
Viewing Imported Sales Reps on the Map
When the import is complete you will be able to zoom into the map and see small people icons appear on the map. Each icon represents a sales rep. By default, the sales rep’s icon will appear in a 50% darker shade than the sales territory they are assigned to.
If a sales rep is colored black, that means the sales rep does not have an assignment. If there is a red outline on the sales rep’s icon, that means the sales rep is assigned to a territory that they are not currently living in.
All of these settings can be changed in the configure layer options in the sales rep section. District manager icons will appear on the district map, but you can also display district managers on the territory map view by enabling them in the view options. The same process applies to region managers.
Editing and Managing Imported Sales Reps
You can edit the sales reps and managers that have been imported by clicking on the edit reps button on the home menu. From this view you can delete imported reps or edit their home zip codes.
To add a new rep, you can use the edit sales rep button or use the radial tool to access the sales territory properties and manually add and assign new reps. The same workflow is used to add district managers from the district map view and region managers from the region map view.
Assigning Sales Reps Using Table Views
The territory table view can be used to see your sales rep assignments. To open this view, click the plus button to open a new tab, select Tables from the left side, and then choose Territories.
This table view shows all sales territory data summed to the territory level, along with assigned sales reps. If you double-click the rep field, a drop-down menu appears allowing you to assign reps to different territories.
District tables show similar data at the district level and can be used to assign or reassign district managers. One limitation of the table view is that you cannot add or delete reps from this view. Deleting reps must be done using the edit reps button from the home menu.
Exporting Sales Personnel Data
Any sales rep data that you have imported will also be included in exports. The export to Excel feature creates a new personnel roster that includes all imported and manually added sales reps and managers.
The export also shows whether each sales rep is inside their assigned sales territory. If a rep is outside their assigned territory, the report will indicate how far they are from the edge of the assigned geography.