New Project Expert

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New Project Expert

Looking to start a new sales territory design in AlignMix? This is easy. All you have to do is activate the software’s New Project Expert, which will provide a step-by-step walk through in the creation of your sales territory map according to your preferences.

 

Step 1: Click the AlignMix Button

Chapter 2 New Project Expert Step 1

In the home menu, select the app button on the top-left corner.

 

 

Step 2: Open New Project Expert

Chapter 2 New Project Expert Step 1

In the menu, click on New Project Expert. This will activate the feature and trigger a series of questions that are meant to build your sales territory profile.

 

Now proceed to the next step.

 

Step 3: Set Geography

Chapter 2 New Project Expert Step 3

First, you’ll need to select your Geography settings: (1) Country lets you pick which country will be reflected in the map while (2) Geography allows you to select which format geographic information will be displayed in (including 5 Digit Zip Codes and US Counties).

 

Once you’re finished, click on (3) Next.

 

 

Step 4: How will you use AlignMix?

Chapter 2 New Project Expert Step 4

Next, you will need to describe how you plan to use the software. It can either be for (1) Sales Territory Analysis & Design, Franchise Territory Design, and Service Territory Analysis & Design. Simply mark your preference.

 

When you’re finished, select (2) Next.

 

Step 5: What do you call your Sales Reps?

Chapter 2 New Project Expert Step 5

In this window, you will be asked to identify the term used by your organization in addressing sales reps. (1) You can choose from Sales Rep, Sales Executive, Territory Manager, and Other.

 

Note that selecting Other lets you type-in the term for your sales rep.

 

When you’re finished, click on (2) Next.

 

 

Step 6: What do you call a group of Territories?

Chapter 2 New Project Expert Step 7

In this window, you will be asked what your organization calls a group of territories. You can choose from District, Region, Area and Other. Again, selecting Other lets you type-in the term for Territory Groups.

 

When you’re finished, select (2) Finish.

 

Step 7: What do you call your customers?

Chapter 2 New Project Expert Step 7

In this window, AlignMix will ask you to identify the term for clients. (1) You can choose from Accounts, Customers, Clients, and Other (allows you to type-in the term). When you’re finished, click on (2) Next.

 

Step 8: Set your Default Settings

Chapter 2 New Project Expert Step 8

Lastly, AlignMix will ask you if the options you selected will be the default setting for all your next projects. (1) Simply select Yes or No and click on (2) Finish.

 

It’s that easy!

Making an AlignMix file is that simple! For the next step, you need to populate your file by exporting relevant data. For more on this, please read Chapter 1: The Data Import Process