Blog Articles

This September, eSpatial will release an update that will allow you to create point-based or account-based territories that can be independent of geography. You can also build hybrid alignments that are geographic but allow you to upload non-geographic named account exceptions. After the release, you will see three options when you start to create a new territory alignment.  Here's how to choose which option is right for you:   Create Areas Manually: Choose this button if you plan to manually select territory areas such as ZIP Codes, Counties or States to create your territories.   Areas From File: If...

This eSpatial update was released on July 25, 2021. This summer, we will release a new update focused on improving eSpatial's Territory Manager. We want to make it easier for you to get the exact results you need, so these changes will give you more insight and control over how you align and optimize your territories. This update will span both standard and advanced territory features and will make it possible to use Territory Optimizer in Canada and the UK, in addition to the US. A few of the...

Today's field sales teams, fleet managers and delivery drivers have plenty of technological options at their fingertips. From digital calendars and schedules to GPS-based navigation apps that provide turn-by-turn directions, it seems like the modern road warrior has everything they need. Route optimization software should be a key weapon in the arsenal of any member of your organization who travels on a regular basis. But not all tools that bill themselves as route optimization solutions are created equal. Failing to...

The business world has been fundamentally changed by the events of 2020 and 2021. Even as businesses reopen, more people get vaccinated and the threat of COVID-19 lessens, certain company processes (namely sales) will need to evolve to keep up with current best practices. Even after these transformations, your employees will still need to travel by car in various contexts. Field sales reps may take fewer trips, but they won't phase out in-person routes entirely. Depending on your business, you...

Economies around the world are beginning to re-open. Many are taking a phased approach, allowing certain businesses to open earlier than others. If some of your customers are opening in an early phase, you need to have a plan to serve them. Depending on your business, you may need to start delivering a product, providing a service or having a salesperson get in touch. In all these cases, you have to identify which of your customers are opening and when....

With a hectic year already underway, it's critical for sales team leaders to address current priorities as well as future concerns. These straightforward moves can help boost your chances of sales success this year and beyond.

The ability to create maps in Excel is one of the useful features of the signature Microsoft Office spreadsheet software. However, there are notable limits to what you can do with a map chart in Microsoft Excel. After all, it's a data analysis tool primarily focused on the simple but effective spreadsheet format - it was never meant to be a mapping method. What you need instead is a comprehensive tool for sales territory mapping like eSpatial. In this post,...