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:
“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
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.
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:
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.
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.
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.
A street-based territory tool that provides advanced zone
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 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.”
“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.”
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.
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.
The automatic territory creation tools are available free with the latest version of Maptitude. Please contact Caliper Sales at +1 617-527-4700 or email@example.com for more information.
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.
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.
Build territories with the Maptitude territory mapping tools:
Create territory map with Postal 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.