Buy Now 

Free Trial

US$695

Videos

Reviews

Schedule a Free Personalised Demo

Maptitude Mapping Software

Maptitude U.S. Mapping SoftwareMaptitude Australia Mapping SoftwareMaptitude UK Mapping SoftwareBrazil Mapping Software - Software de mapeamento para o BrasilMaptitude Canada Mapping SoftwareMaptitude South Africa Mapping SoftwareFrance Mapping Software - Systeme Information Geographique pour la FranceGermany Mapping Software - Geoinformationssystemen für DeutschlandMexico Mapping Software - Software de Mapeo para MexicoMaptitude New Zealand Mapping SoftwareSpain Mapping Software - Software de Mapeo para Espana

Best Territory Mapping Software South Africa

Maptitude territory software gives you a suite of tools useful for creating territories for your business mapping needs. 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 might be made up of groups of postal zones, counties, or other regions. Maptitude has a territory mapper wizard that can build the territories for you and compute the attributes and demographics of each one.

You can use Maptitude to create territories based on:

  • a table or Excel spreadsheet of data
  • interactively clicking on features in a map such as postal areas
  • manually drawing whatever boundary lines you require using the Maptitude editing tools.

“Companies we have worked with have estimated that poor alignment costs them between two and seven percent of sales. For many companies millions of dollars are being forfeited each year due to territory inequities.”

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

It is also possible to create overlapping territories or territories based on streets. Your territories can be stored natively in Maptitude or in formats including Shapefile, Oracle Spatial, or SQL Server Spatial.

Unlike many other mapping and GIS software packages that require users to purchase data separately, Maptitude is a professional territory map creator that includes extensive geographic and demographic data so that you can get started creating territories as soon as you install the software.

Maptitude South Africa territory mapping software - build custom territories from postcodes

Maptitude South Africa sales territory map software can map territories that are balanced by sales, customers, population, or other values. Group together smaller areas, such as postcodes or suburbs, with your data attached.

CKE Restaurants CASE STUDY: How CKE Grew Their Business with Maptitude
CKE relies on Maptitude to simplify territory identification and allocation, as well as to improve franchisee satisfaction through providing insightful market intelligence.

Traditional Territory Tools

Analysts, managers, and sales teams often start building out their locations using traditional mapping tools such as circular rings (buffers) or drive-time zones. Other tools for beginners include certain automatic and manual boundary creation methods:

  • A straight-line distance tool that automatically determines the areas closest to each of your facilities by building areas of influence (Thiessen Polygons or a Voronoi Diagram), then estimates the attributes and demographics within each area to identify areas that are under- or over-served or to give you a quick visualisation of your service areas.
  • A tool for manually creating, adding, moving, or splitting areas by drawing boundary lines. You can also add and edit areas using lines from features such as roads, railroads, or rivers. Areas in non-native file formats, including Esri Shapefiles and geodatabases which can have overlapping areas, can be edited and Maptitude can automatically "snap" overlaps as you edit.

However, as sales regions become more complex or as more franchises or sales reps are added, it becomes increasingly necessary to better manage your markets. 

Maptitude territory mapping tool for creating territories based on straight line distances

Another Maptitude territory mapping tool determines areas of influence based on straight-line distances to identify areas that are under- or over-served.

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 that 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 using any number of additional fields. 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 and can be visualised using an "edge" style.

Maptitude sales area mapping software can create overlapping territories

Maptitude sales area mapping software allows you to create overlapping territories and visualise them with an "edge-based" colour theme.

A territory manager for modifying your territories
Balance your territories by population, number of customers, sales volume, or any other variable using point-and-click and lasso tools for choosing the features to move from one territory to another. For each territory you can view demographic totals (e.g., high-income earners, households) and a count of the number of combined zones (such as Postal/ZIP Codes). In addition, 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 postal code. Group together postal codes to make territories that are balanced by sales, customers, population, or other values with Maptitude territory optimisation software.

A street-based territory tool that provides advanced zone creation capabilities
You can create territories around locations based on the time or distance it takes to travel along roads. Such territories can be weighted by the size of the facility, the number of clients, or the amount of revenue, ensuring that the most successful locations dominate smaller ones proportionately. This tool also allows the complete assignment of a market to your list of locations, allowing your probable market coverage, for example, to be easily visualised by sales representatives.

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 such as these that are based on the shortest travel time to various stores.

Sean Young

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

 Sean Young
The Glass Guru
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 organisation.”

  Esat Angun
Director - Sales Operations, Octapharma, USA

An easier way to create new territory plans

Maptitude is a sales territory mapping tool that provides an easier way to create new territory plans.

Sales territory planning and management software needs to provide a clear visual representation of your sales distribution. Sales maps with territory overlays are the best way to understand your prospects and sales rep territories. But the mapping process must be intuitive, whether you are plotting pins for new reps, analysing sales performance, or trying to analyse territories to support sales capacity planning.

Effective territories mean higher sales by creating fair and equitable territories for your sales people because sales overlaps are minimised. Sales managers can use predictive insights and quota planning with their sales data to create an accurate sales territory plan. Maptitude meets these needs, coming with the sales tools and the software tools you need in a versatile territory planning solution.

Automated Territory Creation

Maptitude has tools for automatically creating territories. These territories can be balanced so that they contain equal numbers of customers, sales, population, or any other value.  

  • Partitioning organises postal zones, counties, or other regions into territories based on proximity or similarity, to produce territories that are contiguous, compact, and balanced. Partitioning supports service territory alignment, sales and marketing, redistricting, and many other applications.
  • Clustering organises customers, facilities, or areas into groups that are compact and can be serviced efficiently. Territories can be restricted to a certain size, such as a customer or population maximum. Clustering is very flexible and can be used to solve many problems such as sales force deployment.

The automatic territory creation tools are available free with the latest version of Maptitude. Please contact Caliper Sales at +1 617-527-4700 or sales@caliper.com for more information.

Maptitude 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 organise features into compact groups

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

Create National or International Territories

You can create national territories using your chosen Country Package at any of the levels of geography provided. In addition, you can also create maps that span multiple nations or even the entire globe. You can select/lasso entire countries, or just 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 organise features into compact groups

Create territories from countries on a global scale

Example: One of the big issues you face, especially if you are in the franchise industry, is providing fair and balanced "protected" territories. You want to maximise market potential while avoiding cannibalizing the sales of an existing location. But you may also need to establish such boundaries clearly, to adhere to the legalities of a sales or franchise agreement. Maptitude allows you to track and balance as many territory characteristics as you want, allowing 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

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

Maptitude Territory Mapping Videos

Build territories with the Maptitude territory mapping tools:


Create territory map with Postal 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?

 Buy Now  Learn more about Maptitude

See also: Sales Mapping Software

Maptitude Mapping Software Logo
G2 ReviewsCheck out our G2 Reviews
4.7/5 of 125 reviews
4.7 stars