Video posts and articles that relates Sales Territory Design

Using the Touch Align Tool


The Touch Align Tool is one of the most powerful tools you can use to create and mange sales territories. All you have to do is click and hold down the left button on your mouse to create a new sales territory. You can then move the borders of this sales territories just by clicking and holding down the left mouse button. You can also hug the borders of states by holding down the ctrl button on your keyboard. This is very useful when you do not want your sales territories to cross state lines.

Using the Touch Align Tool2018-09-10T10:42:24+00:00

Exporting Data


Creating and designing sales territories is extremely important to any company that relies on any form of sales. This is why AlignMix was designed to be fast and easy to use. You’ve spent some time moving your sales territories around and now its time to get this data out of the mapping software and into Microsoft Excel. In AlignMix you easily export all of your sales territory, sales account, sales rep, and zip code data with just a few clicks. Click on file, then click on export, and then on Export To Excel. It is that easy!

Exporting Data2018-09-10T10:45:38+00:00

Updating Account Data


When designing sales territories you typically have several data sets that you consider for each sales territory. There are times where you will find that you need to update the data that is in your current sales territory design. There are a few ways to run this type of update. If you imported sales account account data with an Account ID then you can easily add or update the account data via the import process. If you did not import sales account data with an Account ID then you will have to first delete your sales accounts and data and then re-import the new data. This video above shows how to update and overwrite data that was imported with an Account ID.

Updating Account Data2018-09-10T10:46:11+00:00

Importing Sales Territories


Importing sales territories in AlignMix is very easy. All you need is an excel file that has one column of zip codes and a second column with the corresponding assigned sales territory. This type of data can be exported from most sales mapping services/packages and even some CRM dashboards. To import this data (this data can be called “Zip to Terr”) first open AlignMix. Click on Import. Then select the data file to import. Now all You will have to do is, drag the first column (Zip codes) to the corresponding location on the right side. Next, you import the second data column (Sales territory) to either sales territory name or sales territory ID. Click Next. And then Next again. You will see a load screen that shows the progress of the sales territory data being imported. When this is finished you will see all of your sales territories displayed on the map. If you do not have this type of data and are looking to create sales territories from scratch then this video is for you: Creating Sales Territories

Importing Sales Territories2018-09-10T10:46:41+00:00

Creating Sales Territories


If you are looking to create sales territories for the first time then this is the video for you. You do not need any sales data or zip code information to start creating sales territories. All you need is to download AlignMix and then using the touch align tool you can start coloring in sales territories. It’s that easy. You can always import client data later once you have created your sales territories. AlignMix Standard is a free mapping solution that will allow you to create sales territories for free. If you are looking to import sales data and do some mapping analytics then you will need to upgrade to the Pro version.

Creating Sales Territories2018-09-10T10:47:44+00:00

How to Delete Sales Reps


Sales reps can leave your organization for many reasons. When this happens you will need to remove them from their once assigned sales territories. You can do this via the edit sales reps button. Simple select the sales rep you want to remove from your sales territory map and then click delete.

How to Delete Sales Reps2017-09-20T11:50:13+00:00

How To Delete Sales Accounts


There are a few ways to delete sales accounts in AlignMix. You can lasso an area of accounts and then delete them. Or you can delete them by account ID number. You first select the account ID’s to delete in excel. Copy those to the clipboard. And then in AlignMix you click on paste from clipboard. This will allow you to delete the accounts by account ID.

How To Delete Sales Accounts2018-09-10T10:49:07+00:00

How To Delete Sales Territories


There are several ways to delete sales territories in AlignMix. You can right click on a sales territory and then select delete. You can also use the sales territory table view and select multiple sales territories at once and then delete them

How To Delete Sales Territories2018-09-10T10:49:36+00:00

Assigning Only Accounts to Sales Territories


In AlignMix you are not limited to just reassigning zip codes or counties and accounts at the same time. You can also re-assign sales accounts without moving territory boundaries. Some organizations will call these types of accounts “special ownership” , “Account Overrides’ or “Key Accounts”. These terms will vary from company to company. In order to just assign these special sales accounts you just have to change the alignment scope to “only accounts” and then using the lasso tool you will be able to easily assign accounts without reassigning zip codes.

Assigning Only Accounts to Sales Territories2018-09-10T10:50:02+00:00

Customize the Account Segment Legend


You can now Customize the Account Segment Legend via the configure layers tool. Also, when you import your sales account data into the AlignMix mapping software, the software will now automatically auto fit all of your segments so that they all fit in one column on the right hand side of your screen.

Customize the Account Segment Legend2018-09-10T10:50:27+00:00