FAQ - Frequently asked questions

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General

Can I have multiple users on an account?

Each plan has a set amount of users you can add if you require to add additional users; that is no problem. Your Customer Success Manager will assist you with this.

You can set multiple users to be the admins of your account. To note, eSpatial does not support concurrent users.

Each plan has a set number of users you can add if you require to add additional users, no problem. Your Customer Success Manager will assist you with this.

By clicking on the "Add data" button from the Control Panel.

Excel data only.

You can securely share maps with your users on your account or export & share your maps via PDF, PowerPoint, JPEG, and interactive public map links.

You can share maps via PDF, PowerPoint, JPEG, and interactive public map links.


Territory

Can I design balanced territories?

Yes, users can balance territories on any metric – revenue, potential revenue, Workload, number of accounts, for example, while also minimizing drive time in each territory.

Yes, our tool allows you to automatically optimize your sales, service, or other territories in seconds.

You can balance or break down any numeric field in your data per territory.

Yes, users can create a calculated attribute and balance on that metric.

Yes, users can bring in salesforce.com data directly with our integration or from an outside source like a spreadsheet.

Yes, users can create a calculated attribute based on multiple existing fields and use it as an index.

Yes, colleagues with eSpatial credentials can access desired alignments.

Yes, colleagues with eSpatial credentials can access desired alignments and be granted the proper rights to modify those alignments.

While not recommended manually, users can assign accounts and postcodes to any territory they wish and create territories to meet any need. Typically, territories should not have "islands," however, you can make exceptions.

eSpatial's optimization algorithms can and do take into account travel time when designing territories.

You can select your center point, which can be a rep's home location, to build your territories around. However, we recommend that you build territories around customers rather than reps.

A geographic center is what it sounds like, the center of the territory based solely on geography. A weighted center considers where the work is or the customers are and suggest a "center" or the location ideal for the rep as it is central to most accounts or work in the territory.

Yes, our solutions come with our core mapping and data visualization platform. Customers can add our eTerritory or eRouting modules on top of that to meet their needs.

Yes. We expect that most companies will benefit from our optimization algorithms. Still, even then, we also expect it to be a 90% solution with manual tweaks and changes to account for local knowledge from the field.

Yes. There are multiple ways to identify and reassign accounts from one territory to another. Most take just a couple of clicks.

Yes. eSpatial allows for exceptions, whether for Named Account purposes or otherwise. It's as simple as reassigning the account to a different territory.

Yes. It is a powerful feature allowing a user to see maps side by side with corresponding tables showing the before and after.

Yes, users can balance territories on any metric or an index created from multiple variables. Typically, users will balance on a Workload or Potential Sales metric–either strategically better than historic revenue or simply the number of accounts.

Yes. It is advised, as it will best maximize your organization's resources. We consider the duration of account visits, frequency of those visits, and travel time to make those calls.


Routing

Can I analyze my sales reps' routes to help them become more efficient?

eRouting has sophisticated reporting capabilities to enable you to analyze and optimize sales routes.

Yes. Many customers use eSpatial to plan and visualize sales blitzes. Ask one of our team to share some approaches with you.

Yes. You can optimize sales and service routes.

Sales teams use eSpatial as a critical component of their prospecting plans.

Yes. With eSpatial, you get the best of both worlds.

You can plan routes up to 20 days in advance.

Yes, you can optimize up to 20 days in advance.

Yes. Easily optimize sales routes around your most important sales appointments.

In eSpatial, you will access your library, where you can store and access your maps.

Yes. With eSpatial, you get the best of both worlds.


Mapping

Can I analyze my sales data and see trends and patterns?

Yes. eSpatial is packed with data analysis features like heatmaps, bubble maps, proximity maps, and drivetime analysis. All offer invaluable new insights into your sales data. You can easily spot trends and patterns.

Yes. eSpatial is packed with data analysis features like heatmaps, bubble maps, proximity maps, and drivetime analysis. All offer invaluable new insights into your data. You can easily plan marketing campaigns.

One of eSpatial's export options is direct to a PowerPoint presentation.

What-if-analysis is a core feature of all our products. It is perfect for sales, sales operations, and marketing.

Yes. You can add all of your datasets directly as layers to your maps.

eSpatial is a perfect solution for your approvals process. As an administrator, you can set up user access rights.

Yes. You can overlay a dataset as a separate layer that shows your competitor's locations.

Density heatmaps show you the hotspot/ cluster areas of your data geographically like a weather map. A regional heatmap aggregates and color codes your data by regions, such as Counties or Zip Codes.

It is a way to visualize your data in the form of bubbles. For example, If you wish to see how many customers you have in each US State, a bubble will be in the center of each state and sized bigger or smaller based on your customer volume.

Yes, you can select a territory or ZIP code, county, etc. And filter your data to that region.

If you open the table, you can filter by any verticals in your data.

Yes, you can filter all the data within a sales rep's territory on the map or filter the data from the "Account Owner" column in the table.

We have many styling options. You can change the color, size, and label of your data. Click on the "Style" button in the control panel to see all your options.

Our polygon tool allows you to draw freehand custom areas.

Click on the point, and the information pop-up box appears. From here, you can edit the record and delete it.

All data must be imported via an Excel file. Please ensure that you have separate columns for street address, city, and state information. Plus, separate columns for all other metrics you wish to add.

Yes. Admins can set up groups and assign users to each group(s). Each group may or may not have specific permissions that the admin also controls.

Yes. All are included in eMapping.

Yes, you have access to our nearest neighbor functionality in eMapping and eRouting.

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