How to Create Sales Territory Maps with the Territory Wizard | Maptitude
Автор: Maptitude, TransCAD, & Caliper Mapping Software
Загружено: 2024-09-11
Просмотров: 819
Описание:
⏩ More info: https://www.caliper.com/maptitude/sal...
Do you need to create optimized sales or service territories? Look no further! The Maptitude Territory Mapping Wizard is your ultimate solution. If you're searching for the best tools to manage and balance territories, we’ve got you covered.
The Maptitude Territory Mapping Wizard helps you determine the optimal boundaries for territories based on business criteria such as customer distribution, demographics, or service areas. The goal is to streamline operations, enhance sales coverage, and maximize efficiency.
Download a free trial to get started and follow the video using your own data:
➡ https://www.caliper.com/maptitude-fre...
With Maptitude, you can:
• Access essential data like demographics, customer locations, and competitor analysis
• Easily create and balance sales or service territories
• Optimize your territories to ensure equitable workload distribution
• Perform what-if analysis to explore different territory configurations
• Visualize and analyze how accessible your territories are to your customers
In this video, we dive into the Maptitude Territory Mapping Wizard, showing how it simplifies territory management and optimization. Discover the benefits of using the best territory mapping software to improve your business. Whether you're in sales management or customer service, this video is a must-watch.
Don't miss out on the latest territory mapping solutions – stay ahead of the competition!
📝 Video Summary
This video demonstrates how to use the Maptitude Territory Wizard for creating and managing territories. It walks through the process from data input to territory creation and covers various methods, including creating territories from scratch, using tables, or existing boundaries. Ideal for business professionals looking to optimize territory management.
⏱️ Timestamps
00:00 – Introduction
00:03 – Overview of the Territory Wizard
00:26 – Creating a New Workspace
00:35 – Creating Territories from Areas on a Map
00:56 – Customizing the Territory Hierarchy
01:15 – Tracking Fields for Territories
01:45 – Building Balanced Territories
02:20 – Creating Additional Districts
03:03 – Using a Territory Table to Create Territories
03:55 – Matching ZIP Codes from Excel Files
05:12 – Tracking Population, Income, and Customers
05:45 – Modifying and Balancing Territories
06:00 – Creating Territories from a Point Layer
06:45 – Two-Level Territory Hierarchy
07:02 – Conclusion and Further Resources
🔑 Key Takeaways
Maptitude Territory Wizard simplifies territory creation through various customizable methods.
Create territories using area layers like ZIP codes or directly from customer data.
Easily track data such as population, income, and customers within each territory.
🔗 Relevant Links
Our website: https://www.maptitude.com
Maptitude playlist: https://www.caliper.com/maptitude/map...
Maptitude YouTube playlist: / mappingwithmaptitude
💬 Join the Conversation
What did you think about creating territories with the Territory Wizard? Share your thoughts in the comments below!
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Facebook: / maptitude
📊 Poll
How do you manage your territory creation? Let us know your approach!
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