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.
You can use sales territory map software to create territories based on:
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.
“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.”
“Sales Territory Alignment: An Overlooked Productivity Tool”
Northwestern University Kellogg School of Management
Benefits of Sales Territory Mapping Software
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:
“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.”
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.
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.
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.
“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.”
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:
Maptitude is a versatile territory planning solution. The software provides the sales tools and software tools that sales managers need.
Maptitude sales territory software has tools for automatically creating territories. Territories can be balanced to have equal numbers of customers, sales, population, etc.
The free automatic territory creation tools are available for the latest Maptitude version.
“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.”
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.
The Maptitude Territory Manager contains tools for working with and modifying territory layers. The main steps in the process are:
Below we walk you through the steps that you can also watch the video here.
Use the Maptitude “Create-a-Map Wizard” to create a geocoded point layer of your customers on a map.
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.
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.
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.
The final task is to update the customers with their new territories.
“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.”
Providing fair and balanced "protected" territories is important. This is especially true in the franchise industry. You want to:
Maptitude allows you to track and balance unlimited territory characteristics. This allows you to better establish, justify, and defend profitable territories
Maptitude includes territory mapping tools for manually adding features to a territory. To add areas to a territory you can:
You can also control the rules for assignments, such as whether:
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:
Build territories with the Maptitude territory mapping tools:
Create territory map with ZIP Codes:
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.
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.
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.
You may use Maptitude to build territories:
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.