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.
Maptitude sales territory map software can map territories from smaller areas, such as states and provinces, with your data attached.
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.
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.
“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.”
Andy Zoltners
“Sales Territory Alignment:
An Overlooked Productivity Tool”
Northwestern University Kellogg School of Management
Benefits of Sales Territory Mapping Software |
- Define and modify your sales territories based on
geography, demographics, or your corporate 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 quickly 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)
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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 visualization 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.
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 visualized using an "edge" style.
Maptitude sales area mapping software allows you to create overlapping territories and visualize them with an "edge-based" color 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.
Sales territory mapping by ZIP Code. Group together ZIP Codes to make ZIP Code territories that are balanced by sales, customers, population, or other values
with Maptitude territory optimization 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 visualized by sales representatives.
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
hospitals.
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“Maptitude just works! We now build our franchise
territories with ease. Our organization 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.”
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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, analyzing sales performance, or
trying to analyze 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 minimized. 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 is the perfect alternative to:
Automated Territory Creation
Maptitude sales territory software 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 organizes 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 organizes 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
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Maptitude territory planning software can
automatically cluster and organize features into compact groups
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“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.”
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Esat Angun Director - Sales Operations, Octapharma, USA |
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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.
Create territories
from any level of geography within a country
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Create territories
from countries on a global scale
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How to Use A Sales Territory Manager
The Maptitude Territory Manager contains tools for working
with and modifying territory layers. For example, an Excel file
that contains information on customers, their addresses, their
sales volume, and the sales territory to which they belong can
easily be used. Once the Excel file has been used to create a
territory layer in the map, you can then use the tools in the
Territory Manager to modify and rebalance the territories, and
then finally to export those changes back to Excel.
Below we walk you through these steps. Alternatively, you can
watch the video here.
1
First, you use the Maptitude “Create-a-Map Wizard” to create
a geocoded point layer of your customers on a map.
2
Next you
start the Territory Wizard and use either the geocoded point layer
or the Excel file to create
the territories, and balance the total customer
sales in each territory. You can also choose to see other
variables such as the population, number of households, or
disposable income in each
territory. Maptitude adds the territories to your customer map
and opens the Territory Manager. On the territories tab you will
see a list of the territories and the total sales for all the
customers located in each territory.
3
Some of the territories may
have “holes” in them. Such holes are where there are, for
example, ZIP Codes that were not in your Excel file because
there were no customers located there. You can fix the holes by
using the selection/lasso tools and clicking where the holes in
the territory are to select the underlying ZIP Codes.
4
You can
also monitor how sales vary by territory and adjust the
territories so that the sales totals are more balanced, tracking
how the sales totals for the territories change as you move ZIP
Codes from one territory to another.
5
The final task is to update the customers with their new territories. You can
automatically compare each customer with the changed territory layer and
fill a field with the name of the territory in which the
customer is now located. You can export all this information
about the territories back to Excel, including the population,
estimated household income, number of households for various
income ranges, age, racial distribution, and housing data.
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 maximize 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 Excel/sales territory mapping Google Maps
What are territory mapping tools?
Maptitude includes territory mapping tools for manually
adding features to a territory. You can click on, drag a
rectangle or circle around, click a line that intersects, or
lasso areas to add them to a territory. In addition, you can
control the rules for assignments, such as whether districts can
overlap, whether you can choose from unassigned or empty areas,
and whether you can reassign areas.
Maptitude territory mapping tools make it easy to build
balanced territories by letting you track a running total of a
variable of your choosing. For example, you can track the
population or number of target prospects when building franchise
territories. In addition, the ability to automatically create
and balance territories, and to automatically readjust existing
districts to have equal values, are both ways territory tools
can save you time.