Friday, February 18, 2011

New Territory Manager implemented in TargetMap.

Great news!!!
From now on, if you are a prĂ­vate user you can use the Territory Manager to allocate customers and resources to optimize sales territories.

You will be able to:
- Assign customers or prospects to your sales team with just one click on the map
- Create multiple scenarios to analyze changes in your sales organization
- Load your current structure and start working from it
- Analyze groups by revenues, economic potential, size…

Here you can see a video of how our Territory Manager works.

Thursday, February 3, 2011

Work with templates

If you do not have your data in an excel file you can use the “Value Typing” feature to insert your data by clicking on each territory.
The problem is to know exactly where all the territories are. It is sometimes difficult to locate USA counties or France Regions if you are not from those countries.
So, it is more efficient and faster to use Excel templates.
See the video below to learn how