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Create Territories based on Radius and Drive-Time

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Build Balanced Territories Around Your Sales Team’s Locations

It is important that sales territories are balanced. This ensures that there is enough value in each territory for every sales rep to give them the best opportunity to be successful. It also optimizes your companies allocation of accounts and pipeline.

It is equally important that the defined territories are workable and can be easily covered by the responsible rep. If a rep has to travel 4 hours to visit a key customer, that could be a whole day allocated for a single on-site visit, which isn’t the most efficient use of their time.

Using buffers, both radius and drive-time, you can define your territories based on manageable distance and drive-times. You can define your territories as Zip Codes within a 90 minute drive-time from a sales reps home, or 100 miles from an engineer’s office. Not only are you creating a territory that is workable by your staff, you are creating more efficient working areas for your company, minimizing travel costs, overnight stays, and maximizing the time that your staff get to spend with your customers.

Learn how to do this quickly in eSpatial with our quick steps below.

Steps to Define Your Territories Based on Buffers

You should consider the following before starting. You will need to decide what is the starting or center point for these territories. Is it your office locations? Is it your sales reps’ home location? Do you have a spreadsheet file of these locations or have you already uploaded these to eSpatial?

Once you know this, you are ready to start building your territories using eSpatial.

1: Create a new Territory

Make sure that you are in the territory builder. You can use this feature for a new territory definition or on an existing territory dataset. Click on the Add Territory Button to create a new territory.

Add territory

2: Selecting the Starting Point

You can use any of the following methods to set the starting point:

  • Select a point on the map: If you already have the starting point on the map, click on the point and select the “Buffer” button.
  • Add an Address Point: Click on the “Add an address point” option from the top toolbar, drop the pin the desired location and click on the “Buffer” button.
  • Search for an address location: Using the Address Search functionality in the top toolbar search for an address. This will be added to the map. A pin will be added to the map, select the “Buffer” button.

3: Select the Buffer Type

There are two buffer options. You can select the Radius option that will select within an as the crow flies distance. You can use the Drive Time option to select areas that are within a certain drive-time of the point.

  • Select the territory you want to update. The areas returned will be automatically added to the territory if they are not already allocated to another territory.
  • Select the distance and the measurement unit.
Drive Time
  • Select the territory you want to update. The areas returned will be automatically added to the territory if they are not already allocated to another territory.
  • Select the drive-time in minutes. (120 minutes is the maximum drive-time allowed).

Use Distance and Drive Time to Build Your Territories

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