FAQ - Frequently Asked Questions

Yes, you can designate multiple users as admins on your account. However, it's important to note that eSpatial does not support concurrent users, meaning multiple people can't be logged into the same user account at the same time.

eSpatial is ISO 27001:2022 certified, which ensures we have a world-class framework for information security. We are regularly audited by a third party to manage and maintain our security certification. We use industry-standard security controls such as firewalls, intrusion detection, and change management. Our written security policies are reviewed regularly.

How does eSpatial integrate with our existing tech stack?

eSpatial offers direct, two-way integration with Salesforce to keep your data in sync and save your team from manual work. Our platform also provides flexible APIs for custom integrations with other cloud-based ERP or business intelligence systems.

Yes, you can bring in your Salesforce data directly using our integration or import it from an external source like a spreadsheet. This gives you the flexibility to use your most up-to-date customer information and access eSpatial’s advanced territory optimization features.

While BI tools are great for data analysis, eSpatial is purpose-built for location intelligence. We help you visualize any critical metric by region and map your customers, team or assets geographically. This visual storytelling is what Power BI and Excel can't show you, helping you identify new opportunities and tell compelling data stories.

Yes. eSpatial is packed with data analysis features that help you uncover valuable insights. For instance, heatmaps show you geographic hotspots and clusters, while bubble maps visualize your data in the form of bubbles sized by data volume. This allows you to easily spot trends and patterns you couldn't see in a spreadsheet.

Yes. For sales, marketing, and operations teams, analyzing multiple datasets is essential. We've made it easy for you to add all of your datasets directly as layers to your maps, enabling you to see how different data points relate to each other visually.

Balancing on multiple factors is critical for sales and sales operations, so we made it easy. Adding balances, weighted balances, or a workload index takes seconds.

A geographic center is a bit like a donut, located in the middle of your territory. A weighted center ignores the locations of your field teams and hones in on customer concentrations. This allows you to choose the ideal location for a field rep, slashing travel times and boosting service levels for customers while reducing costs.

Yes. Our scenario planner allows you to see "before" and "after" maps side-by-side. You can visually compare your territory alignments and see corresponding data tables to analyze the changes you've made.

Absolutely. You can use our platform to analyze and plan new facilities or choose the best location for your assets based on where your customers are and what the market potential looks like. This helps you try out different scenarios to find the most efficient and cost-effective solutions for your business.

Sales, marketing and operations teams globally, to use their words, describe eSpatial as a game changer. The ROI is delivered in a number of ways but you can expect to:

• Uncover hidden sales potential and opportunity (many get up to 12% uplifts in revenue at field level).
• Find new pockets of untapped growth (ThermoFisher identified $50m in new sales potential using our sales territory mapping optimizer)
• On average, it's also up to 95% faster to complete projects with maps.

But everyone and every organization is different, ask for a personalized demo with a team member and we can figure out together if there is a business case for our mapping software.

Yes, as long as you have granted them the necessary permissions, your entire team can access and even modify alignments. This creates a seamless collaborative workflow.

Yes. eSpatial's admin features allow you to custom-craft who sees what, who tweaks what, and who gives final approval on your territories and maps.

When you become an eSpatial customer, you can expect world-class onboarding and support from a team of committed mapping experts. Our team will guide you through a 5-step process to get you up and running fast. Our support continues after the onboarding process, with real people solving your problems in real time.

Ready to see how eSpatial can transform your business? Contact us to learn more about our plans and pricing.

When you start an optimisation, you're essentially creating a scenario. Our platform allows you to create and save multiple scenarios, which are essentially different versions of your territory plan. We recommend creating a new scenario for each significant change you want to explore. For example, you could have "Scenario 1: Current Territories", "Scenario 2: Optimised by Revenue", and "Scenario 3: Optimised by Account Count". You can name them whatever you like and easily switch between them to compare results.

Yes, this is a core feature! After the system has run an optimisation, you can manually adjust territories by dragging and dropping accounts, postcodes, or other geographic boundaries. You can then use the scenario comparison tool to see the 'before and after' difference in key metrics like revenue, account count, and workload. This allows you to fine-tune the automated results and find the perfect balance.

Absolutely. The data table is highly customisable. When you're viewing your territories, you can add columns to the table to display a wide range of metrics, such as total revenue, number of accounts, number of employees, or even custom metrics you've uploaded. This helps you get a complete view of what's happening in each territory at a glance.

Yes, the scenario report is a direct reflection of your optimisation goals. If you choose to balance territories by revenue, the report will clearly show the total revenue for each territory, the percentage deviation from the average, and how well the territories are balanced against this metric. This gives you a clear and concise summary of the results based on your chosen criteria.

This is a great question and it's something we call 'balanced against' in the optimisation settings. You can choose to balance your territories based on multiple criteria, and you can assign a weight to each one. For example, you could set the balance to be 75% on revenue and 25% on account count. While you can't set exact percentages for each territory (like 50% for A and 25% for B), the system will use your chosen weights to create a more balanced and equitable distribution of workload.

We actually have three main access levels: Admin, Editor, and Viewer. An Admin has full control over the account and can manage users and data. An Editor can create and modify maps and scenarios. A Viewer can only view the maps you've shared with them, making it a great way to distribute information without risking any changes.

When you share a map with a sales rep, you can control the level of detail they see. For example, you can create a map view that only shows them their specific territory and the accounts within it, but hides other territories and all other data. This ensures they only have access to the information relevant to their role and no more.

Yes, both are possible and very useful. You can colour-code your territories based on any metric, such as total revenue, number of accounts, or even the manager's name. You can also create a heatmap, which shows you the density or concentration of your data (e.g., where your high-revenue customers are located) and then overlay your territory boundaries on top of it. This helps you visually understand the distribution of your data within your territories.

Absolutely. Labels are essential for a clear map. You can turn on labels to display the name of a territory, the postcode, the account name, or any other data field you need. This helps you quickly identify and understand the elements on your map as you're designing your territories.

Yes, you can. You can use the search bar to find and zoom in on any postcode, city, or address. This is great for quickly finding a specific location and seeing which territory it falls into.

There are a couple of easy ways to do this. You can use the search bar to type in the name of the account, and the map will automatically zoom to its location. Alternatively, you can find the account in your data table and use a shortcut to have the map focus on that specific record.

Our platform supports up to 6 levels of hierarchy. This allows you to model complex sales structures and apply your optimisation strategy at each level.

No, you don't have to start over! This is a common scenario. When your list of managers is updated, you can simply upload the new data and choose to update the existing manager field in your territory hierarchy. The system will then automatically reassign territories to the new managers based on your design. This is an efficient way to manage changes without having to rebuild everything from scratch.

This is very simple to do. You can either manually drag and drop the territory from one manager to another on the map, or you can go to the data table, find the territory you want to move, and simply change the manager's name in the corresponding field. The map and all associated metrics will automatically update to reflect the change.