Is it possible to set up sales areas with Territory Mapper by state or county and then import a list of customers and have them assigned to the defined territories?
Yes, this is easy to accomplish with Territory Mapper. Territory Mapper contains a feature called AutoAlign which will automatically align any unassigned areas (or points such as customers or prospects) to the nearest assigned area. You can then export your territory definitions for each County, ZIP Code or account. TTG also offers a professional level territory design product called AlignStar that will optimize your territories for you automatically while creating balanced, travel efficient territories. You can get more information on AlignStar here.
Related Questions
- My local city or county government has already required that I be trained for off premise sales of alcohol. How does this State law effect my certification and do I need to be retrained?
- Is it possible to set up sales areas with Territory Mapper by state or county and then import a list of customers and have them assigned to the defined territories?
- Is an Annual Pass valid at State Parks or local city/county recreation areas?
