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Maptitude Mapping Software

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Best Sales Territory Mapping Software

Maptitude territory software provides tools for creating territories for business mapping. Maptitude empowers sales teams with robust territory management software.

Often a territory is an area that is made up of several smaller areas merged together. For example, sales territories or market areas from postal zones, counties, or states. The territory mapper wizard creates your territories and calculates their attributes and demographics. It uses your data to map territories using areas in a map.

The Maptitude territory mapper can build custom sales territories

Maptitude sales territory map software can map territories from smaller areas, such as states and provinces, with your data attached.

You can use sales territory map software to create territories based on:

  • a table or Excel spreadsheet of data
  • the features in a map on which you interactively choose by clicking (e.g., postal areas)
  • a custom boundary line that you manually draw using map editing tools

It is also possible to create overlapping territories or territories based on streets. Your territories can be saved in many formats (e.g., Shapefile, Oracle Spatial, or SQL Server Spatial).

Maptitude is a professional territory map creator. Extensive geographic and demographic data is included. This allows you to start creating territories immediately. Many other mapping and GIS software packages force you to buy data separately.

Andy Zoltners“Companies we have worked with have estimated that poor alignment costs them between 2%-7% of sales. For many companies millions of dollars are being forfeited each year due to territory inequities.”

Andy Zoltners
“Sales Territory Alignment: An Overlooked Productivity Tool”
Northwestern University Kellogg School of Management

Benefits of Sales Territory Mapping Software

  • Manage your sales territories based on geography, demographics, revenue, or customer distribution
  • Group areas to create your own customer trade areas and territory assignments
  • Create overlapping territories
  • Build territories based on drive time, drive distance, or straight-line distances
  • Use intuitive territory design tools to create custom territory maps
  • Improve sales management using territories based on the latest data
  • Supports many file formats including Microsoft Excel and Google Map formats (KML, KMZ)

CASE STUDY

CKE Restaurants How CKE Grew Their Business with Maptitude
CKE relies on Maptitude to simplify territory identification and allocation. This improves franchisee satisfaction by providing insightful market intelligence.

Traditional Territory Tools

Traditional mapping tools are still in use by analysts, managers, and sales teams. These include circular rings (buffers) and drive-time zones. But sales regions become complex with the addition of franchises or sales reps. This makes it necessary to better manage your markets with more sophisticated tools.

Other tools for beginners include certain automatic and manual boundary creation methods:

  • Straight-line distance: Tools that automatically determine the closest area to each facility. First, areas of influence (Thiessen Polygons or a Voronoi Diagram) are built. Next, estimates of the attributes and demographics within each area are calculated. This allows the identification of areas that are under or over-served. It also provides a quick visualization of your service areas.
  • Manual editing: Tools that create, add, move, or split areas by drawing boundary lines. You can also add and edit areas using lines from features such as roads, railroads, or rivers. File formats such as Esri Shapefiles and geodatabases can have overlapping areas. Maptitude automatically "snaps" overlaps as you edit.
Maptitude territory mapping tool for creating territories based on straight line distances

Maptitude territory mapping tool identifies areas that are under or over-served. This uses areas of influence based on straight-line distances.
 

Sean Young

“Maptitude just works! We now build our franchise territories with ease. Our organization has benefited from our ability to strategically plan out prospective territories. We can gauge market penetration of our active franchise territories. We identify what our top performing territories have in common.”

 Sean Young
The Glass Guru

Modern Ways to Map Sales Territories

A Wizard for importing your region, county, or postal data directly into a new territory layer

A "merge-by-value" utility uses a field already in a table as the basis for creating territories. The areas, such as postal zones, are grouped based on a field that contains the territory codes. The tool automatically computes the attributes of the new areas. This tool can also create your territories based on data filters and queries. Further, the territories you create can overlap in as many places as required. These overlaps can be visualized using an "edge" style.

Maptitude sales area mapping software can create overlapping territories

Maptitude sales area mapping software allows you to create overlapping territories. You can then visualize them with an "edge-based" color theme.

A territory manager for modifying your territories

Balance your territories by any variable. E.g., population, number of customers, or sales volume. Use point-and-click and lasso tools to move features from one territory to another. For each territory, you can view demographic totals and a count of the number of combined zones. So you could track high-income earning households by Postal/ZIP Code. Also, there is control over managing territory overlap.

Maptitude sales territory mapping by ZIP Code showing balanced franchise territories created with Maptitude territory optimization software

Sales territory mapping by ZIP Code. Grouping ZIP Code territories balanced by sales, customers, population, or other values. Maptitude territory optimization software.

A street-based territory tool that provides advanced zone creation capabilities

You can create territories around locations using the:

  • time it takes to travel along roads
  • distance travelled

Such territories can be weighted by the size of the facility, the number of clients, or the amount of revenue. This ensures that the most successful locations always dominate smaller ones. Sales representatives can visualize market assignments, market coverage, and your list of locations.

Maptitude territory management software includes tools for creating territories based on travel time

Maptitude territory management software includes a territory mapping tool for creating street-based territories. The map shows the shortest travel time zones to various hospitals.

Aaron Wesson

A wonderful territory mapping program and then some! Ease of moving territories, obtaining census data and plotting territories to that data. Beautiful interface and several ways to customize the product and exports. The ability to pull in my older MapPoint files and data was a huge plus! Great video tutorials that help you get started as well.”

 Aaron Wesson
Spartan College of Aeronautics & Technology

An easier way to create new territory plans

Maptitude is a sales territory mapping tool. It provides an easier way to create new territory plans. This is important because effective territories mean higher sales. Maptitude achieves this by creating fair and equitable territories for your salespeople.

Sales territory planning and management software like Maptitude must provide:

  • A clear visual representation of your sales distribution and sales data
  • Sales maps with territory overlays that show your prospects and sales rep territories
  • An intuitive mapping process when analyzing territories for sales capacity planning
  • Plotting of pins for new reps
  • Minimal sales overlaps
  • Analysis of sales performance
  • Import of predictive insights and quota planning data
  • Accurate sales territory plans

Maptitude is a versatile territory planning solution. The software provides the sales tools and software tools that sales managers need.

Automated Territory Creation

Maptitude sales territory software has tools for automatically creating territories. Territories can be balanced to have equal numbers of customers, sales, population, etc.  

  • Partitioning organizes postal zones, counties, or other regions into territories. This method uses proximity or similarity to produce contiguous, compact, and balanced territories. Partitioning supports service territory alignment, sales and marketing, redistricting, and many other applications.
  • Clustering organizes customers, facilities, or areas into groups. These groups are compact and can be serviced efficiently. Territories can be restricted to a certain size (e.g., the maximum population or customer count). Clustering is flexible and solves many problems such as sales force deployment.

The free automatic territory creation tools are available for the latest Maptitude version.

Maptitude sales territory mapping software can automatically create balanced territories from groups of features

Maptitude territory mapping software can automatically create balanced territories from groups of features

Maptitude territory planning software can cluster and organize features into compact groups

Maptitude territory planning software can automatically cluster and organize features into compact groups

Esat Angun

We use Maptitude extensively for running complex Territory Alignment scenarios. The depth of the product, its total utility and functionality is immense. Import-Export capability with Excel is seamless. It is easy to work with and Maptitude support is second to none. My complements to the Maptitude team: They have created a solid product and it is one of the best software investments we have made as an organization.”

  Esat Angun
Director - Sales Operations, Octapharma, USA

Create National or International Territories

You can create national territories using your Country Package. You can also create maps that span multiple nations or even the entire globe. You can select/lasso entire countries or sub-national geographies such as provinces.

Maptitude territory mapping software can automatically create balanced territories from groups of features

Create territories from any level of geography within a country

Maptitude territory planning software can cluster and organize features into compact groups

Create territories from countries on a global scale

How to Use A Sales Territory Manager

The Maptitude Territory Manager contains tools for working with and modifying territory layers. The main steps in the process are:

  1. Opening an Excel file that contains customer addresses, sales volume, and sales territory
  2. Using the Excel file to create a territory layer in the map
  3. Using the tools in the Territory Manager to edit and rebalance the territories
  4. Exporting the changes back to Excel

Below we walk you through the steps that you can also watch the video here.

1

Use the Maptitude “Create-a-Map Wizard” to create a geocoded point layer of your customers on a map.

2

Start the Territory Wizard. Use the geocoded point layer or the Excel file to create the territories. Balance the total customer sales in each territory. Choose other variables, e.g., population, number of households, or disposable income. Maptitude adds the territories to your customer map and opens the Territory Manager. The territories tab displays the territories list and the total sales. This is for all the customers located in each territory.

3

Some of the territories may have “holes” in them. Holes are often ZIP Codes that were not in your Excel file because there were no customers located there. To fix the holes, use the selection/lasso tools. These allow you to click on the holes in the territory to select the underlying ZIP Codes.

4

Adjust the territories so that the sales totals are more balanced. Track how the sales totals for the territories change. This happens as you move ZIP Codes from one territory to another.

5

The final task is to update the customers with their new territories.

  • Automatically compare each customer with the changed territory layer
  • Fill in a field with the name of the territory in which the customer is now located.
  • Export the territory demographics to Excel. For example:
    • Population
    • Estimated household income
    • Number of households
    • Income ranges
    • Age
    • Racial distribution
    • Housing data
Matt Ardoin

“We are able to do things with Maptitude that we had not dreamed of doing before (using MapPoint and Territory Mapper). There are so many possibilities, that you can easily create a mapping solution that perfectly meets the need of your business model.”

Matt Ardoin
Great Direct Concepts

Franchise industry territory example

Providing fair and balanced "protected" territories is important. This is especially true in the franchise industry. You want to:

  • Maximize market potential while avoiding cannibalizing the sales of an existing location
  • Establish boundaries clearly to legally adhere to a sales or franchise agreement

Maptitude allows you to track and balance unlimited territory characteristics. This allows you to better establish, justify, and defend profitable territories

Sales territory mapping ExcelSales territory mapping Google Maps

Sales territory mapping Excel/sales territory mapping Google Maps

What are territory mapping tools?

Maptitude includes territory mapping tools for manually adding features to a territory. To add areas to a territory you can:

  • Click on areas
  • Drag a rectangle or circle around areas
  • Click a line that intersects with areas
  • Lasso areas

You can also control the rules for assignments, such as whether:

  • to let districts overlap
  • to allow the choosing of unassigned or empty areas
  • to allow the reassignment of areas

Maptitude territory mapping tools allow you to build balanced territories. You simply track a running total of a variable of your choosing. So, when building franchise territories, you can track the population or target prospects. Time-saving tools include the ability to:

  • Automatically create and balance territories
  • Automatically readjust existing districts to have equal values

Maptitude Territory Mapping Videos

Build territories with the Maptitude territory mapping tools:


Create territory map with ZIP Codes:

Territory Mapping FAQs:

What are sales territories?

Sales territories or market areas can consist of groups of postal zones, counties, or other regions that a business uses to manage a larger overall market.

What is territory planning?

One of the most essential components of your sales strategy is your territory map, which is the basis for effective planning. The process of defining, mapping, and assigning regions to sales people in order to efficiently cover all sales prospects within a company's or organization's market is known as sales territory planning. Equitably balancing opportunities between reps helps manage the logistics of serving your territories, as well as providing a way to assess high performers and to analyze sales commissions.

What is the best sales territory mapping software?

Maptitude sales territory mapping software provides you with a suite of tools that are designed to make it easy to create territories for businesses. Maptitude empowers sales teams with robust software for managing territories.

Unlike other mapping and GIS software that come with limited to no data, Maptitude is a territory map maker that provides detailed geographic and demographic information, allowing you to start building territories immediately.

How do you use sales territory mapping software?

You may use Maptitude to build territories:

  • using a data table or Excel spreadsheet
  • interactively by clicking on features in a map such as postal areas, or
  • manually by drawing any boundary lines you want.

Maptitude also has tools to create territories using streets, and to produce metes and bounds reports as required by certain franchises.

You can then use completed territories to create Excel reports that list all the ZIP Codes that comprise the territory as well as the customers, revenue, sales, etc., in each market.

There's no better territory mapping software at any price. Why spend more for less?

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See also: Sales Mapping Software

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