Tag Archives: Sales Territory Design

Video posts and articles that relates Sales Territory Design

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 […]

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 […]

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 […]

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 […]

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 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 […]

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 […]

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.