Looking for the best sales territory mapping software? You’re looking for eSpatial.
There are many benefits to mapping your sales territories geographically such as identifying hidden patterns and trends in your sales performance, reducing conflict between salespeople, and ensuring a fair and profitable workload for your sales reps. Once you know that you want to map out your sales territories, your next job is to ensure that you’re choosing the best sales territory mapping software for your organization. We believe that eSpatial is the best choice, whether you have a sales team of 10 or 1000. Let us tell you why!
1. Load Existing Files or Build Sales Territories from Scratch
Having a starting point that is straightforward and easy to use is a key factor in choosing the best sales territory mapping software for your team. Our eSpatial Territory Builder helps you to get started in minutes, whether you want to import your existing geographic sales territories or build them from scratch.
Existing territories can be uploaded quickly from a CSV file exported from your CRM or other databases. Simply match the territory definition such as State, County or Zip with our eSpatial regional dataset. Set your territory identifier such as Territory Name and complete the process to see your current territories on a map. You can then realign and balance your sales territories as required.
Building from scratch is equally as straightforward. This is done by selecting a region dataset such as State, County, or Zip Code to start building on. You can add regions to your sales territory either individually or in bulk using the Polygon Draw tool. If you accidentally add a region to the wrong territory, that can be fixed quickly by clicking on the region in question to remove it from the territory you are working on.
2. Global Third-Party Boundary and Demographic Data
eSpatial has a library of third-party boundary and demographic datasets to help you build and balance your territories. In fact, every account comes with nearly 200 boundary and demographic datasets which you can overlay onto your territories for further analysis and better sales territory assignment. For example, use the boundary datasets to help you create and define your sales territories. Or use demographic datasets along with your own customer and sales data to ensure those territories are aligned, balanced, and assigned based on available and potential markets.
We currently have datasets for the USA, Canada, UK, Ireland, Europe, Australia, Asia, Latin America, in addition to global data. We have boundary datasets at ZIP, Postcode, County, State and Worldwide level. Also, our demographic datasets include age and gender data as well as income, housing, and education datasets.
3. Hierarchies and Delegation of Sales Territories
One feature that makes eSpatial stand out as the best sales territory mapping software is our territory hierarchies. Territory hierarchies allow you to match a territory definition with your company’s hierarchical structure (e.g. National, Regional, Local). This means that the people using eSpatial can quickly access the maps that are relevant to their roles within the organization. For example, sales reps may only see their own territories, while regional managers see every territory within their region and national managers can see all regions and territories.
The territory hierarchy feature is a big advantage as they provide more flexibility over data visibility and delegation between managers and sales reps. For senior managers it makes it simple to quickly access and determine how each territory is doing and who exactly is responsible for them, increasing transparency and accuracy. For sales reps, it will make it easy for them to access the information that is relevant specifically to them, saving time that is better spent with customers.
4.Sales Territory Balancing
A regular source of frustration for sales people is the unbalanced assignment of sales territories or workload. This can lead to sales team members feeling irritated or undervalued. By balancing your territories, you are helping to ensure that your sales team all get equal opportunities to show their potential. Additionally, balancing territories will help with spotting gaps in coverage as well as problems in how territories are defined.
eSpatial has taken this frustration into consideration and has built-in balancing functionality that will help you to align sales territories so that your sales teams get an equal and fair share of available and potential markets. You can balance your sales territories by factors such as area, population, and value. Also, you can balance your territories on your own datasets, such as sales value or sales volume.
5. Editing Sales Territories
Building and defining sales territories is often an iterative process. You will have to dip in and make changes as team members come and go, or as business objectives change. The last thing you want to be doing is going through the same process of creating territories again and again. With eSpatial, editing your sales territories is quick and easy. For moving regions from one territory to another, you can edit from within the table on your map. Simply choose the territory you want to move the region from, select the regions you want to move, and choose the new territory from the “Move To” drop down.
If you want to make changes to your sales territories but maintain a historical visual record of your existing territory, you can export your territories to a CSV and create a new one using the exported file. You can then edit, balance, and reassign territories as you see fit. Being able to edit territories will allow you to quickly update and customize your territories as the sales landscape changes.
6. Sales Territory Styling
One of the most common sales territory styling types is simple color coding. Each territory is assigned a different color so that each sales representative will know at a glance which territory is theirs. In addition to color coding your sales territories, you can also style your territory with multi-line labels. These labels can contain important information such as Territory Name, Territory Owner, and Territory Potential Revenue. By having well designed, clear, color-coded sales territory maps you are helping ensure that presentations to colleagues and maps generated for sales teams are easy to understand.
eSpatial provides you with a vast range of styling options to add color and clarity to your sales territory maps. You can customize the pin style, size, and color of the data you are overlaying on your territories. You can use our color palette storage function to save the color palettes you use to differentiate each sales person’s customers. This makes it easy to maintain consistency from one map to another, allowing your reps to comprehend the data much quicker.
7. Add Your Sales Territories to a Map
Sales territories can also be used outside of the eSpatial Territory Builder. For example, you may want to create a regional heatmap to analyze sales performance or create radius buffers to examine scenarios for expansion.
Luckily, this is easy to do and you can add your sales territories to a map in seconds. These territories can then be combined with your existing customer or competitor data to generate maps for deeper analysis. It also means that your territories can be used in multiple different types of maps that communicate different information to different audiences. This will save you time by quickly transferring territories instead of recreating them for each map.
8.Export Your Sales Territories
Many sales teams have sales territory maps printed and put up on the office wall or displayed on a screen so that team members can see at a glance how their territory is performing. Many sales reps like to have a printed copy on the wall of their cubicle or home office for the same reasons. That’s why at eSpatial we’ve ensured that you can create high-resolution printable versions of your sales territory maps. You can print at 3 different sizes up to A1 at 300dpi
Additionally, you can export territories to MapBook which will allow you to keep all your territories in a handy printable booklet. This can be a helpful prop to have at meetings and presentations to hand out. Also, the Mapbook is exported as a PowerPoint Presentation so it can be easily edited and or inserted into your other documents, reports, presentation decks. Each page highlights an individual sales territory, with a contents page to make it easy to find the right information quickly.
From building your sales territories to sharing those territories and everything in between, eSpatial has you covered. We help our customers define, build, delegate, and analyze their sales territories every day so we are confident that eSpatial is the best sales territory mapping software for you and your organization. Don’t just take our word for it! Sign up for a trial and let us prove we are the best sales territory mapping software!
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