May 2017 - Version 5.0
In 5.0 we’ve made significant improvements and enhancements to our sales territory mapping feature. While our focus was on better territory design we didn’t forget your other requests and added or reworked a number of other Map Business Online’s functions.
What’s new in territory mapping?
- Now territories constitute a separate map layer. What does it mean for you?
- You can turn on/off all territories at once with a click in Map & Data window.
- It is possible to view both alignment layer (ZIP codes or counties) and territory layer. For example you can color-code ZIP codes by population and view territory outlines at the same time.
- MBO supports territory hierarchy, e.g. additional territory layers: Regions based on Territories and Divisions based on Regions.
- One of the mostly requested features is now part of MBO – you can turn on and off internal lines in territories. Imagine having ZIP codes and thick blue outlines indicating territories. Isn’t it great?
- Territories are available in Data window now. In older versions you could only select single territory in Data window to see its content. With this release Data window also shows the list of all territories in a territory layer with a number of easy to access functions like viewing demographic or sales data aggregated by territory.
- Data window also features easy access from territory layer view to a territory content and reverse.
- Now MBO allows setting up auto-calculated (formula) data columns for a territory layer similar to what we already had for datasets and other map layers. For example you can calculate market penetration per territory.
- Another frequently asked feature has been implemented – color coding territories. You can color territories by sales similar to how you did it before for ZIP codes.
- Spatial search works for selected territory. Just click a territory on map and then search customers or ZIP codes like you did it before with drive time or polygon.
- Data aggregation is now available by territory. Select desired variables then generate and export a report per territory containing demographic or sales data.
- You can search customers or prospects by multiple territories. In older versions the feature was only available by single territory. For example now you can find prospects in all new territories you are going to develop.
- For a feature or dataset location you can view all territories it belongs to or served by. Isn’t it amazing? Image a customer on phone, you quickly find the customer on map, lookup territory, and connect the customer to the sales rep responsible for the territory.
- Now you can segment dataset locations or a map layer by territory when exporting data from Data window. For example export customer list segmented by territory (sales rep name). Another great feature inspired by you – our customer.
- In line with above feature we’ve made it simpler to export territory assignments from Data window.
- Finally MBO offers full stack of undo/redo features for territory mapping.
Here are more features suggested by you and implemented in 5.0.
- Now it is possible to re-order layers on map from the Map & Data window. Just press left mouse button when pointer is over a layer and drag the layer to a new position.
- We’ve added Auto-fill control. In old versions when states drew above counties, state layer color fill would automatically go away. Now you can control that behavior with the Auto-fill check box in Manage map & data dialog.
- Existing marketing list and territory math (Add to, Update, Remove from, ‘Remove from except’ operations for combining lists and territories) has been extended with Complement and Intersect operations. For example using complement you can search customers by radius, check the Complement box in the dialog, and get list of all customers not in the radius. Simple solution making your job much easier.
- You can search data by a feature selected on map. Just click a feature on map and then press the binocular button in the mini-toolbar that will appear. For example you can select a state and spatially search for all counties in the state. One use of the feature is territory re-alignment. If you have territory defined by state and want to go to counties level, just select the territory, search counties by the territory, and build new territory out of the counties.
- Finally you can delete a record from dataset right from Data window.
- Now latitude/longitude geocoder supports multiple formats. In the past we had only decimal degrees supported.
- In older version you could select only whether a color fill is opaque or transparent. Now you can define level of transparency from 10% to 90% acquiring full control over map display. Very nice feature for those who need to view multiple geographic extents at a time.
What may work differently when you are migrating to 5.0?
The biggest challenge may be related to the fact that territories draw as a separate layer now. Here are some of cases you may need to be aware of:
- If you have a map filter applied to a territory alignment layer (ZIP codes or counties) then you will see that territories are not filtered anymore. The solution is to filter territories after automatic map migration.
- If you use multiple alignment layers (for example territories by county and state) and the bottom-most layer is hidden then your territories will be hidden as well. The solution is trivial – just make the territory layer visible.
- If you use multiple alignment layers and setup custom labels differently depending on alignment layer then territory layer will inherit label settings only from the bottom-most layer. The solution is to go to Manage map & data dialog and rework the settings for the territory layer.
Whenever you need our help with map migration to 5.0, don’t hesitate and contact us at any time.