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Sales Territory Mapping
MapPoint Alternative
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Call Planning with Optimized Routing
Excel Data Mapping
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Basics
Team basics
Plot data
Update data
Work with maps
Share maps
Color code map and locations
Search map and data
Sales territories
Radius map
Demographic data
Route
Business Listings
Customize map
Draw on map
Market analysis
Print map
Export map image
MapPoint migration
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SDK & API
Basics
Getting started
Windows & Main toolbar
Zoom & pan map
Find address
Edit layer or dataset properties
View data in table
Calculated data columns
Edit location's data values
Edit location's address and position
Change measurement units
Team basics
Setup Team subscription
Invite your team
Plot data
Prepare data for plotting
Add multiple locations on map one by one
Plot location datasets provided with the service
Plot data from Microsoft® Excel
Plot data from text file
Copy & paste data from spreadsheet
Microsoft Dynamics® CRM
salesforce.com
salesforce.com
Plot data from salesforce.com
Save data selection in Salesforce campaign
Microsoft Dynamics® CRM
Install MapBusinessOnline customization package for Microsoft Dynamics® CRM Online
Plot Accounts data from Microsoft Dynamics® CRM Online
Plot Contacts data from Microsoft Dynamics® CRM Online
Plot Appointments data from Microsoft Dynamics® CRM Online
Plot Opportunities data from Microsoft Dynamics® CRM Online
Update data
Update data from file
Work with maps
Create new map, save map, or open existing map
Share maps
Share public interactive map
Share interactive map privately
Open shared map
Color code map and locations
Color code dataset locations on map
Color code dataset locations with circles
Color code dataset locations with symbols
Show charts for dataset locations
Create heat map
Color code map or territories
Make business coverage map
Number locations on map
Change dataset symbol
Revert color-coded map to normal display
Search map and data
Find address
Search data by radius
Search data in polygon
Search data by drive time or distance
Delete search area
Search ZIP codes by city, county, or state
Search business listings
Sales territories
Sales territory basics
Design sales territories
Search by territory
More about territories
Sales territory basics
Overview
Table view of territories
Rename territory & edit notes
Change territory color, transparency & outline
Hide territory internal lines
Customize territory labels
Delete a territory
Design sales territories
Manually create territories one-by-one
Import territories from a file
Highlight and resolve sales territories overlap
Search by territory
Search customer locations in a territory
Search ZIP codes in a territory
Look up territory for a customer
Segment customer dataset by territory
More about territories
Export territory assignments to a file
Export territory ZIP codes
Highlight market area on map
Hide geographies that are not part of any territory
Import ZIP Code Territories from CRM
Radius map
Make a radius map
Make ZIP code radius maps
Demographic data
View demographic data
Aggregate demographic data in circle
Route
Optimize stops order in route
Business Listings
Search business listings
Customize map
Show ZIP codes, counties, or states on map
Add Cities, Highways, Census tracts, ZIP3 codes and other layers to map
Select type of ZIP code layer
Change data format
Add notes to dataset callouts
Customize dataset callouts
Customize map layer labels
Edit map legend
Filter map by state
Draw on map
Map drawings tips & tricks
Market analysis
Search data from multiple locations
Find nearest store for multiple customer locations
Count and summarize customer data
Summarize demographics for multiple locations
Enrich a dataset with demographic or geographic variables
Batch calculate distances and drive times, single dataset
Batch calculate distances and drive times, two datasets
Batch calculate distances and drive times, single location
Print map
Print the current map view
Print a large map
Export map image
Insert map image into Microsoft® PowerPoint
Insert map image into Microsoft® Word
MapPoint migration
Import MapPoint map
MapPoint migration tips
FAQ
Change account email address
Setup Single Sign-On Service
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Table of Contents
Chapter 1 – Improved CRM Utilization Through Business Mapping
Chapter 2 - It's Not Business, It's Personal
Chapter 3 - Team Map Sharing
Chapter 4 - Sharing Your Maps to Drive Accountability
Chapter 1
Business Maps Encourage Cross Department Problem Solving
Chapter 2
Beliefs and the Spectrum of Self-perception
Chapter 3
The Hop to Business Mapping Software
Sales Territory Alignment
Critical Sales Territory Management Functionality
Appending Sales Goals and Sales Results
Use Your Business Vernacular in Territory Map Displays
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Solutions
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Sales Territory Mapping
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Call Planning with Optimized Routing
Excel Data Mapping
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Insurance
Healthcare
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By Business Type
Enterprise
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Revert color-coded map to normal display
To remove color coding from map click ‘Clear color coding’ on MapBusinessOnline toolbar.
Select color coded data and click Clear. Use Clear All to revert all color coded data to normal display in the case you plotted more than one data file.
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