As a new sales manager, Buddy Woods needed to make sure he understood how his customer base is distributed across the USA. He also wanted to make sure his sales associates had ready access to the same information. After all, knowing your customer is a critical element of selling.
Problem: A sales manager desires a broad map visualization of all customers across the USA to share with his staff. He’d like them color coded or symbolized to reflect customer type and he would like to include labels noting 2016 Sales, Key Contact, and Phone number.
Solution: Import a customer address spreadsheet into business mapping software, such as MapBusinessOnline. Include a column for customer type: house account, bio tech, distributor, and reseller. Adjust labeling options through the import process and using the color code by symbol button choose or import a symbol of your choice.
Buddy first job was to sit down with his best technical sales people and make sure the data was available. It required a little bit of clean up and a few more location components to the data. His predecessor had only required ZIP codes location data. Buddy knew that was problematic for data accurate visualizations. If he imported only ZIP codes onto the business map he’d get multiple points piled on top of one another.
Our sales manager asked his admin to collect and update addresses for all customers. That way he’d see an accurate distribution of all customer across the map. MBO allows importing up to 250,000 records per map.
With the data cleaned up Buddy let his admin import the data into MapBusinessOnline.
With the customer data on the map, Sales Manager Wood’s administrator chose an appropriate symbol for all customers and color coded and sized the symbols to reflect customer type. Color coding points is easy, starting with clicking the Color Code with Symbols button:
Data point color coding can be easily adjusted by simply revisiting the process.
Buddy made a few suggestions and in short order his map was done and his customer visualization was ready to be shared. Buddy used MBO MapShare to publicly share his business map customer visualization through interactive web maps with his sales team. With MBO for teams, sharing is included in the subscription.
Buddy’s team, for the first time, could easily click on an MBO map link and see the entire customer breakdown. They were able to look up customer records by name or ZIP code, query customer contact info and view other data that Buddy shared.
Now that’s a sales team.
Billy Taylor of Stop Hunger Now, one the world’s great nonprofit organizations said:
"Thanks for the great product, I use it all the time in our non-profit."
Billy and his team use MBO to create regional lists from their organizational data. MBO is a great data segmentation tool supporting market analysis. Users can segment data geographically and append a variety of data layers to exported results.
Billy Taylor
Director
Stop Hunger Now
"I wanted to thank my customer service rep Jason for always going above and beyond every time I call for answers...AND THIS IS WHILE I AM USING A TRIAL VERSION!!! With this kind of service, why would you ever use another software company?"
David imports his USA-wide network of restaurant service suppliers and uses the map to visualize his contacts for instant access.
"Every time I use MapBusinessOnline…and I always get what I need."
David Ziviello
Sales
RositoBisani
"MapBusinessOnline has helped my organization visualize our territories in very little time. I created maps that allowed us to see where we are doing well and where we may be struggling. Getting this information has helped us capitalize on our opportunities and build our brand throughout the country."
Elwin Warsh
Strategic Sales Analyst
The Honest Kitchen