FAQ - Frequently asked questions

Have questions? We're here to help

Try for free

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.

Can I have multiple owners of the same account?

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

What is the maximum number of users I can add to an account?

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.

How do I import my data?

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

What types of data can I import?

Excel data only.

Can I share a map with others?

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.

What sharing options do I have?

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.

Can I optimize sales territories?

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

Can I apply balances to my territory alignments?

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

Can I balance sales territories on multiple factors?

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

Can I balance sales territories using my Salesforce.com data?

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

Can I apply indexes to my alignments?

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

Can I share territory alignments with colleagues?

Yes, colleagues with eSpatial credentials can access desired alignments.

Can my colleagues make adjustments to alignments if I share them?

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

Can I build non-contiguous territories?

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.

Can I take into account travel times when creating sales territories?

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

Can I take into account rep locations when I optimize sales 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.

What is the difference between a weighted center and a geographic center?

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.

Do I get mapping and data visualization when I buy eTerritory?

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.

Can I create territories manually?

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.

Can I change ownership of customer accounts easily?

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

Can I create account exceptions or assign accounts spread across multiple sales territories to one person?

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

Can I compare and analyze my sales territory alignments?

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

Can I balance sales territories on different criteria, like sales or potential sales?

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.

Can I balance sales territories using a workload index?

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.

Can I plan sales blitzes on the maps?

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

Can I build optimized service routes?

Yes. You can optimize sales and service routes.

Can my sales team use this tool for prospecting?

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

Do I get mapping when I buy eRouting?

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

Can I create multi-day sales routes?

You can plan routes up to 20 days in advance.

Can I optimize sales routes?

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

Can I lock in my booked sales appointments first and optimize my routes?

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

Can I save my maps to access them later?

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

Do I get mapping and data visualization when I buy eRouting?

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.

Can I analyze my market data and plan campaigns?

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.

Can I create Powerpoint presentations of my maps?

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

Can I conduct a what-if analysis?

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

Can I layer multiple datasets on the same map?

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

Can I share my recommendations with others so they can approve my changes?

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

Can I map my competitor locations?

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

What is a heatmap?

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.

What is a bubble map?

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.

Can I filter my data to focus on a specific area?

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

Can I filter my data to focus on a specific vertical?

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

Can I filter my data to focus on a specific sales rep?

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.

Can I style my data?

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.

Can I draw a custom area?

Our polygon tool allows you to draw freehand custom areas.

Can I edit or delete points in a dataset?

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

How do I prepare my data for upload?

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.

Can I set up an admin account and control user access?

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.

Can I create a radius or drivetime buffer?

Yes. All are included in eMapping.

Can I find the nearest neighbor from any point on my map?

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

Still have questions?

Speak to a mapping expert