Thursday, November 25, 2010

How to use TargetMap as a Territory Manager

There are two ways of using TargetMap as a Territory Manager. 

1) The simple way. Just click on territories to assign to a responsible, salesman, a commercial delegation…
It is quite useful if the areas you want to assign are not too many (States in USA, “Departemenents” in France, “Provincias” in Chile…)
You will have your map ready to export into your presentations in minutes

But if you have to deal with a great amount of data and/or you want to create a more detailed map you should work with Excel files.
2) Upload your data in an Excel file. If you upload your data by zip/postal codes you will be able to create very powerful maps.
If you want to assign smaller territories (counties, “municipios”, “comunas”…) or you are working with lots of records this is a better option. For example, you can have an excel with all your customers located by zip/postal codes, which salesman is responsible for each one and their sales.  If you upload this excel you will be able to locate all customers on the map, analyze their sales and see your sales organization all in one map.

Have these videos been useful to you? Add commnets to ask for questions or suggest features.

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