Territory Organisation

is used for planning, optimization and documentation of sales and field service areas and their locations. easymap district manager and in easymap professional at your disposal.

Sales territory planning - location planning

The special strength of the easymap. This offers you convenient support in all phases of sales territory planning:

  • Manual entry of an existing area division from maps or lists >>
  • Automatic transfer of your existing territory division e.g. from the customer database >>
  • Automatic transfer of data for the evaluation of territories and locations from your customer database, spreadsheet etc. >>
  • Visualization of your areas, locations or potentials >>
  • Optimization of your existing territory structure and locations >>
  • Documentation with area maps and reports >>
  • Automatic transfer of the optimized territory structure to the customer database (e.g. in SAP or CRM) >>

The map shows the areas of work or responsibility of sales representatives, dealers or franchisees, but also the carrier districts for newspaper delivery or brochure distribution in different colors. The borders can be changed directly with the mouse in the map.

Data for the evaluation of the areas can be linked to the map. These can be the number and turnover of customers; furthermore, customer visit times and rhythms and the most diverse market potential data can be used.

Guide for the familiarization with the

prepare - In this chapter, we will show you the most important basic terms that you will encounter during your work with the

Create - In this chapter we will guide you step by step through the creation of a new territory structure. You will learn how to create locations for territories and how to attach additional data to the sales territories to give you a better overview of your structures.

Evaluate - Have you set up your area organization and would now like to evaluate or report on it? We show you how to connect external data, such as sales or potential, with your structure. Furthermore the

Analyze - This chapter deals in detail with analyses that are offered specifically for the area organization.

Change - Set up planning alternatives and compare them with your status quo We show you how to change assignments of customers to sales territories - manually on the map or automatically with the help of tables. Then compare the before and after situation.

Optimize - Optimize your territory structures, e.g. based on turnover, potential or number of customers. We will show you these and other possibilities for territory and location optimization in this chapter.

Communicate - After you have set up, modified or optimized your territory structures, you can export this structure again and use it in other workbooks. Create a report on individual territories and export the section maps as graphics and additionally as a data table. Or even easier and faster - share your maps with your colleagues and superiors via theeasymap explorer.