What Is Sales Territory Design?

In the world of business planning, one often-overlooked aspect is the strategy of sales territory design. As businesses expand, the need to efficiently manage and organize sales territories becomes vital. But what exactly is sales territory design, and why is it crucial for the success of your sales force? Sales ...
1 Minute Tips

1 Minute Tip Part 12: AlignMix Ai vs. AlignMix Pro

In this 12th and final 1 Minute Tip video you will learn about the differences between the different versions of AlignMix. We will also cover the pricing for each version of AlignMix. [section] AlignMix Pro is the flagship version of AlignMix. In this version all the territory design work is ...

Launch of AlignMix AI

AlignMix AI
You can now use the Zip Code Search tool to locate Zip Codes in your sales territory maps. Simply type [ctrl+f] to pull up the search box, then type in the zip you are searching for. The search tool will automatically zoom to the zip code you are searching for and ...

AlignMix 2021 Launch Webinar

AlignMix AI
We're pleased to announce the immediate availability of AlignMix Pro 2021. This is a free upgrade for all current AlignMix Pro user. You can download the set-up from the AlignMix Pro download page.
Helpful Tips

District Properties

The district properties allow you to change the name, ID, assigned sales district manager, and assigned region all from one easy to use view. The ability to create districts and regions is available only to AlignMix Pro users. AlignMix pro users are able to create three levels of hierarchy. By ...
Helpful Tips

Missing Sales Territories

If you have only imported sales account/client data, you will notice that little icons will appear all over the map, but no geographic sales territories have appeared. This is because the account import is just that; accounts being imported. During the account import you may have also included the assigned ...
Helpful Tips

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 ...
Helpful Tips

Importing Sales Accounts

The account import will place icons on your sales territory map representing the location of every sales account. If you use an account ID for the sales account import you will see that the software will locate any duplicates and merge the data into one icon on the map. Using ...
Helpful Tips

Exporting Maps & Data to a PowerPoint Presentation

This sort video shows you how to use Python to create a PowerPoint presentation from the data exported by AlignMix. Links: GitHub Repository: Python Distribution: Udemy Course:
Helpful Tips

Where is the Territory Label?

When importing or creating sales territories you may notice that sometimes you will notice that one or two labels are missing. Most often this situation will occur with Alaska and Seattle. AlignMix by default will center the label over the largest mass of that territory. With Seattle and Alaska that ...
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