Vehicle Routing Using MapBusinessOnline

Following the demise of Microsoft MapPoint, here at MapBusinessOnline, we began to receive more frequent calls, chats, and emails from people seeking optimized vehicle routing.

MapPoint gave away some powerful routing functionality, leaving many users at a loss for where they could go for efficient routing services, driving time and distance queries, and vehicle tracking services.

While MapBusinessOnline Standard and Pro do not offer vehicle tracking, they offer vehicle routing tools and the ability to generate powerful driving time and distance queries. MapBusinessOnline Pro offers advanced driving time and distance analysis at an very affordable price compared to other solutions in the marketplace.  MapBusinessOnline Standard provides one address point driving time analysis as a search tool option.

But taking a few steps back, I thought it might be helpful if I wrote about some of the parameters MapBusinessOnline has regarding vehicle routing and route analysis.  As I mentioned above, MapPoint gave away features by including them in the overall cost of a MapPoint license, roughly $350.00. After MapPoint’s business mapping software was canceled, systems built on those tools had no place to go for tracking and routing services.

Routing in MapBusinessOnline

To route many stops in MapBusinessOnline, it is best to import a list of addresses.  Import your spreadsheet using the Dataset button under Adding to Map on the Master Toolbar. The Datasets button offers an import wizard to help you through the process of importing data.  Read more here.

You could also place incremental stop points on the map, one location point at a time, by using the Address Bar in the upper left of the application. Make sure to use this format: Address, City, St, ZIP Code. The incremental data plotting process lets users create a dataset and name each address location as they import data.

Incremental Data Additions

 

Once address datasets are imported or created in MapBusinessOnline, a route user can build an optimized route, one route at a time, with up to 150 stops per route. There are three approaches to routing:

  1. Map Centric – On the map, use your cursor to hover over a point, or click into the Callout label, and click the green Car icon to select a point for route inclusion. The Routing application lets the user choose the address location’s Route role – Start, Finish, or Stop.
  2. Data Window – Tabular views of imported address data let the user hover their cursor over the far-left columns of data exposing that same green Car icon, enabling Routing.
  3. Add to Route – In the Data Window view, with your imported data layer selected, select or filter to develop a group of data records in the Data Window, then click the Add to Route button on the Data Window toolbar.

Any of these approaches launches the Route window. Once the route stops are selected, and the Route window is open, MapBusinessOnline provides the following capabilities:

  • Optimize the route for the most efficient travel time or route in stop dataset presentation order.
  • Adjust route stop order Manually by moving the stops up or down in the route list with your cursor.
  • Create a one-way route or a round trip Route.
  • Time windows are supported – you’ll need arrival and stop duration times in your spreadsheet.
  • Generate turn-by-turn directions – Create a PDF file with detailed directions or just a trip plan with a list of stops.
  • Export route files in CSV, GPX, HTML, ITN, and PDF file formats
  • Share Map routing capabilities with non-subscribers using the Map Share button on the master toolbar. Non-subscribers can create incremental routes using those shared web maps.
  • Lat/Long Support – Imported data records can be geocoded by latitude/longitude coordinates. Export options include GPX files that contain latitude and longitude coordinates, but the tool does not support lat/long generation.

MapBusinessOnline Routing imitations

  • MapBusinessOnline routes support up to 150 stop-off locations per route.
  • MapBusinessOnline only presents one route at a time. A user cannot generate multiple routes at the same time on one map. You could, however, generate multiple maps, each with one route displayed at a time.
  • MapBusinessOnline route stops do not include data fields to support extra data. The data fields allowed include Name, Street address, City, State, and ZIP code. If you require additional label data, we recommend adding it to your name field in the original dataset upload. Use MapBusinessOnline marketing lists in the Data Window to show points on the map with additional data columns.
  • MapBusinessOnline does not track vehicles.

MapBusinessOnline offers routing services to each subscriber and provides a shared map routing tool with incremental routing for non-subscribers.

Popular MapBusinessOnline routing applications include:

  • Outside salespeople and traveling technicians routing to customer calls
  • Sales admins tasked with map sharing and route generation for traveling salespeople
  • Home care and traveling medical professionals
  • Retail merchandisers maintaining regional and national store displays
  • Long haul freight routing for furniture and LDL hauling (MapBusinessOnline does not include trucker routing data)

MapBuhttp://www.mapbusinessonline.com/sinessOnline routing is affordable and easy to process. The tool provides excellent sales territory mapping tools. Ex-MapPoint users will be glad to find an online routing service with up-to-date street data and ZIP codes.

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews or review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

Posted in Business Mapping Software blog post, How to instruction | Tagged , , | Leave a comment

9 Ways Business Mapping Enhances Professional Presentations

Visual business presentations are everywhere. So much so that they are in danger of saturating their audiences and losing precious views.

As business people, we are presented-to at work, in board rooms, and conference rooms. At home, we find ourselves presented-to by slideshows on Facebook or YouTube. We might even click on a Ted Talk to learn this or that.

We see so many business presentations we tend to skip whole sections or just move on, if the presentation doesn’t immediately catch our attention. Because of the large volume of talks and tutorials we’re constantly exposed to, those slideshows must include eye candy to retain viewer interest.

MapBusinessOnline is an affordable map generation tool that offers easy access to compelling map images that stave-off presentation overload.  If you’re creating your presentation using business presentation software, consider supplementing your slideshow with map images from a business mapping software like MapBusinessOnline.

Why Use Business Maps to Enhance Presentations?

Business maps are valuable visual enhancements to business presentations for a variety of reasons:

  • Maps are sexy. People like to view maps, especially maps that provide contextual spatial awareness.
  • Maps hold the viewer’s attention because they offer a non-script alternative image that breaks up the monotony of the written word and provides a pleasant background image that compliment lectures and slideshows.
  • Maps connect presentation concepts with real-world locations. A presentation on Boston begs for a map of the city for refence.
  • Most people are comfortable viewing map images. Map comprehension is taught in elementary school. Today, maps are used by millions of travelers daily as navigation aids.
  • Maps are for sharing. Business maps communicate business concepts and help focus a team on a goal or a project.

Many business presentations stand to benefit from map visualizations and map-based demographic analysis. Your business presentation should include maps if:

  • The presentation topic has an administrative district association. If addresses, cities, ZIP codes, or other administrative districts are associated with the topic, a map will always augment the presentation.
  • The discussion presents monetary values or demographic data metered out by district. Sales histories, population growth, household income are all data that enrich a business presentation.
  • Location-based data is associated with societal trends or events such as crimes, epidemics, or demographic shifts. Map images often reveal unique perspectives on collected location data. Examples abound of serial criminal activity tracked by location and then mapped, revealing likely perpetrator sources.

Crime Map Using MapBusinessOnline

  • Your business already uses business maps. Retailers use business maps to organize and track marketing campaigns. Real estate pros use business maps to organize their address-based opportunities. Insurance companies use business maps to evaluate risks, monitor claims, track sales and manage sales territories.

Easy-to-use Mapping Tools

Business mapping software offers a variety of graphic tools designed to develop compelling visualizations for presentation support.  Background map options can include recent and cartographically accurate street and topographic layers – excellent base maps for any professional slide presentation. Satellite and aerial imagery views are popular tapestries behind city or county map areas because they combine vegetative canopy with building footprints in a way that is recognizable by most map viewers.

Business maps provide administrative district map layers such as ZIP codes, Counties, City Limits, and States that serve as reference guides for target audiences. These districts also present natural units for demographic data aggregation.  ZIP code or County population and household statistics can be visualized by numeric value in district map labels or color-coded by administrative map layer.

Presentation creators have choices regarding which eye candy will best capture their target audience’s attention.  Additional tools include libraries of demographic data, business listings, and geographic segmentation. The ability to highlight map objects – circles, polygons, or drive time areas – can be used to emphasize important areas relating to presentation subjects. Business mapping tool also offer the very powerful capability to import and display relevant proprietary business data.

Business map images import into presentation software as Jpeg, PNG, or PDF files, for easy inclusion in a PowerPoint presentation or a slide show. Typical software license terms allow embedding maps in presentations if the slideshow isn’t a revenue-generating service.

Whether your business map supports market analysis, sales territory management, or strategic planning, make sure your next presentation is made in front of a wide-awake audience by embedding map images from MapBusinessOnline.com.

To try a business map in your presentation, go to MapBusinessOnline.com and sign up for a FREE trial.

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews or review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

Posted in A story, Business Mapping Software blog post | Tagged , , | Leave a comment

Color-coding Large Quantities of Customers on a Business Map

Business map users often have an address-based dataset to import into their mapping applications. Sometimes these datasets have full addressing. At times, they have only a ZIP code associated with each record, or each point may be geolocated by latitude/longitude coordinates.  MapBusinessOnline supports all of these location plotting options.

Color-coding Points

Suppose a MapBusinessOnline user imports an address-based dataset under Adding to Map. In that case, the Dataset process leads to map points representing all of the addresses in the imported dataset. Those points can then be color-coded by a column in the data, providing point differentiation on the map by classification.

Classification is a fancy way of saying by type. If, for instance, you imported a customer dataset with a column for Customer Type, then the color-coding process could color-code by customer type. Each customer type will display as a specific color point on the map. Bakeries might be green, Hardware Stores might be red, Hospitals might be blue, and so on.

Use the Symbols button under Color-coding on the Master Toolbar to color-code your imported data. Read more about color-coding points here.

MapBusinessOnline allows for up to 100 color variations for any imported list of points. So, if your dataset has less than 100 types, classifying all records by color is possible.  If it has more than 100 types, you may need to split the data into multiple datasets.

However, before you go color-coding 99 points with slightly different shades of purple, let’s think this through. How do you think your map viewer will react to 99 shades of purple representing all your customers? In my experience, your map audience is not going to comprehend your map. Be careful about overwhelming the map viewer with too many color variations.

And what if you customer list is more numerous than 200 customers?  How will you represent 500 or more customers on the map?

We recognize that there are times when the higher-ups in your organization insist that you color-code every record from a large spreadsheet. We advise you to proceed with caution because data color-coded with many colors can be confusing to business mapping software viewers.

Perhaps too many colors

Not too many colors

Classify Your Customers

One way to solve this imported customer map point dilemma is to classify the customers by type.  Here’s a more expansive list of possible customer types (keeping in mind your imported data could be something else besides customers):

  • Automotive Tier II
  • Big Box Store
  • Brewery
  • Bio-chem Laboratory
  • Bakery
  • Chemical Factory
  • Dentist
  • Franchise Business
  • Manufacturer
  • Medical Center
  • Retailer
  • Paper Company
  • Plumbing Supply
  • Variety Store

The possible list of customer/data types is endless, but usually, a company sells into less than ten markets. By classifying your customer data, you will organize your list while reducing the clutter on the map. All the points representing manufacturers will all be one color shade. For extremely large or critical customers, classify those customers uniquely by coloring them with a bright red or black color for fast identification.

MapBusinessOnline makes it easy to color-code up to 100 points by color. Try different classification schemes besides customer type. You could, for instance, classify your accounts by sales dollar ranges, sales rep, or the number of employees.

Also, the color-coding by Symbols process allows a map creator to Summarize your imported data by County, State, City, or ZIP code. Summarization is presented at step one of the the color-coding process. Summarization by map layer is another way to consolidate imported data.  It’s worth a try if your imported data is large and concentrated in a particular region.

Import Territories Through Market Analysis Instead

While MapBusinessOnline limits the classification color-coding options to 100 color shades per dataset, the number of territories allowed per map is 1,000.  So, where you could only apply 100 color classifications to an imported point layer, a user could import up to 1,000 territories per map.

One thousand territories are a lot of territories.  A business map user rarely requires that many territories. But territories can solve the issue of displaying all customers on one map for any business requiring it.  And it does happen.  A territory solution will still be a busy map, but if the requirement is to show every customer on a list of more than 100 customers, territories may be the way to go.

While there may be actual territories defined for each customer by ZIP code, County, or City Limit, I suggest choosing a small radius, perhaps 1 mile, so each location gets a ZIP code territory. Here’s how it works:

Import the list of Customers using the MapBusinessOnline Market Analysis button option 1 – Search and Segment Data from Multiple Centers

  1. Select the Target Dataset of Customer addresses. Be sure to match the Name with the correct column in your data for name labeling.
  2. Choose Straight Distance as your Radius search option (1 mile.)
  3. Do not bother drawing circles around each location (the maximum allowable limit is 200 drawn objects.)
  4. Process page one by clicking Next in the lower right.
  5. On page two, select the ZIP code layer for Searching.
  6. Very Important – check on the Box at the bottom of the layer list that says Create Multiple Territories.
  7. Process by clicking Create in the lower right.

This process will create a set of ZIP codes territories instead of a list of points. Each territory will have a label.

This solution works best for lists of between 100 and 500 territories. It’s also most effective if the overall distribution of the customer locations is spread out nationally or over a relatively wide region.  If, for example, you limit the search criteria for 500 records to the state of Massachusetts, the map will become too cluttered to be effective. Try it and see how it works. You can always delete the work.

In some cases, this means the boss’s desire to see every customer color-coded on the map is a bad idea from a mapping perspective. So, brace yourself. You know how very stable geniuses can be.

Once the territories by ZIP code are established, you can use the Color-code by Territory button in Map and Data to color-code each territory by a column within your data.

MapBusinessOnline provides options for color-coding points, territories, or map layer objects.  Try the various options to decide what is the best solution for your business requirements.

Just make sure your map is understandable for your map audience. Because when the attendees at the meeting tell your boss the map makes no sense, who do you think will take the heat?

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews or review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

Posted in Business Mapping Software blog post, How to instruction | Tagged , , , | Leave a comment

4 Simple Business Map Approaches for First-time Users of MapBusinessOnline

 

Jason was out on vacation last week, and I found myself once more in the hot seat answering phones and chats. As usual, I came away thinking about new blogs I could write.

One of the challenges in providing map instructions to new users, especially users new to business maps in general, is giving them a basic map to work with that satisfies their immediate requirements. Later a user can try more complex mapping options.

In the past, I’ve tried to find the most basic map example and write about it. But within a month or so, I run across a new map user with new requirements for a still pretty basic business map. So, below are four examples of basic maps a first-time user could try:

A Basic Map View Around a Central Point or ZIP Code

Not every new map user has a location dataset to import. Customer or patient datasets are a great place to start, but if your mapping doesn’t involve a dataset, try starting with your current address or ZIP code.

Put your address [Street, City, State Abbreviation, ZIP] into the Address Bar in the upper left corner of the business mapping application.  If all you have is a ZIP code, key that in. Click the Binocular Icon to the right of the Address Bar.

MapBusinessOnline will zoom into your address or ZIP code and place a point on the map with a Mini-toolbar associated with the point present in the map view. Use the Navigation Scrollbar in the upper right of the application to pull back and set an adequate map view around your area of interest.

Next, in Map and Data, turn on the primary map layers you’d like to include in your map view.  ZIP codes and States are a great starting point for map layers. You’re going to be upset now because the ZIP code layer blocks your map view of the Street background. No worries.

In Map and Data, hover your cursor over the Map Layer and click the Edit Map Properties gear. Under the General Tab, push the Transparency Scrollbar to the right to adjust the opacity of the ZIP codes. You will also find adjustments for boundary line thickness and color and a Fill check box with color options.  These tools provide controls for your map’s look and feel.  Learn to love them. Each map layer has identical controls.

Tweak the map to your liking. Consider additional layers in the Add Map Layer button on the Master Toolbar. Add city limits, highways, or even Census Bureau marketing statistical areas (MSA’s) to your map.

Sit back and review your work.  Check you spelling. Delete layers and draw objects you don’t need. Keep your map simple and focused on your map’s purpose. Try different map backgrounds or even no map background.

A Basic Map Around a Zip Code with National Geographic Background Map

A ZIP Code Map

ZIP code maps come in several different flavors – Read more about ZIP code maps. So, flavor-wise, there are multiple approaches to ZIP code mapping for the new user:

  • Use a polygon Search Tool to select a group of ZIP codes and save that selection as a territory or area of interest. This initial group of ZIP codes will be color shaded. You can easily add or remove ZIP codes as required. Read more about map editing.
  • Import a list of ZIP codes and color-code MapBusinessOnline’s ZIP5 code layer based on your imported list. Turn off the imported point layer and view the color-shaded ZIPs. You can color-code based on Count or a numeric column in your imported data. Use the Boundaries button on the Master Toolbar’s Color-Code section to color shade ZIP codes based on imported data.  For some users, this is all they require from MapBusinessOnline.
  • You could leave your imported ZIP code dataset or address dataset on the map and color-code those points you’ve imported using the Color-Code Symbols button on the Master Toolbar. Remember you can always aggregate numeric data from your spreadsheet into the flexible label fields of your data points or map layers (like ZIP code labels.) Read more about labeling here.

ZIP Code Map by Count

An Imported Address Spreadsheet Map

Many first-time MapBusinessOnline users import address spreadsheets that show customers, patients, or resources against an accurate map. MapBusinessOnline provides an easy Dataset import process that begins by clicking the Datasets button in the Adding to Map section of the Master Toolbar.

Follow the import dialogue provided when you click Datasets under Adding to Map or  read more about the process.

With data imported into the business map, there are a plethora of things you can do with it:

A Basic Demographic Map

Another common first map requirement is a basic Demographic map.  This mapping approach doesn’t necessitate importing user address data. But it will likely include map objects on the map.

MapBusinessOnline lets users access Demographic Data through the Summary Button.  Any selected map object includes a mini-toolbar with a Summary Button option.  Select the Summary button and choose up to ten Demographic categories to add to the map object for quick and easy export or map placement of a spreadsheet. Read more about quick demographic maps here.

Open the Data Window for a more detailed tabular data view of mal layers including, ZIP codes, counties, city limits, and user-created territories.  Use the Choose Columns button to add demographic layers to your map analysis. Read more about Choose Columns here.

Any of the above basic map approaches are an excellent place to start business mapping.  The new user, armed with an understanding of how these basic mapping processes work can consider sales territory mapping as a next step.

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews or review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

Posted in Business Mapping Software blog post, How to instruction | Tagged , , , | Leave a comment

Private Map Sharing for Co-Editing in MapBusinessOnline

Business map users sometimes desire to share map editing privileges with their associates.  In other words, one subscriber to MapBusinessOnline business mapping software would like to share their business map with another subscriber to get more editing input – to leverage more than one head towards a solution.  Sometimes two or more map editors are better than one. Sometimes a whole team of map editors is the best solution.

[See Terms of Use Agreement that prohibits multiple editors logging into the same Standard Subscription. Collaborative editing through private sharing requires a minimum of two MapBusinessOnline Standard subscriptions.]

MapBusinessOnline encourages users to share maps. We offer two different approaches to map sharing:

  1. Public Sharing (View only) – Sharing your saved map as an interactive, view-only, web map. We call this public sharing and it does not enable collaborative editing. Public map sharing is provided at no charge for up to one hundred web sessions per month. Through this process the map creator can share interactive web maps for view only access.
  2. Private Sharing (Co-editing) – Sharing your saved map for collaborative editing.  We call this private sharing and it requires annual subscriptions to MapBusinessOnline for both the initiating map editor and the collaborative editing map user.

Any two annual MapBusinessOnline subscribers can share maps for co-editing. Private sharing allows two or more subscribers to have the privilege of editing a shared map.

The two critical points to remember:

  1. All map editors must be annual subscribers to MapBusinessOnline
  2. You can only have one Editor at a time using the map. Once the editing is complete, save the map and let the next person know it’s their turn

Private Sharing – Allows Editing | Public Sharing – View Only 

Shared editing functionality is not possible with publicly shared interactive web maps.  That process allows shared map viewing only. An allocation of publicly shared view-only map sessions is included with every MapBusinessOnline subscription, at no additional fee.

To share maps for co-editing between two MapBusinessOnline subscribers, the initiating map editor first creates a map and saves it.

Invite the Targeted Shared User to Your Map

  • To Share a map for editing, a map editor must go to Account, now located in the Green Circle with the user’s first Initial above the upper right-hand corner of the application. Click that Green Circle button.
  • Click Account and select Users and Teams. Under All Users, at the bottom, click Invite User.  Fill in your shared target user name and email, then click Invite User.  Your target co-editor will receive an email from you. From that email they must accept the invitation.

Private Sharing Users & Teams Setup in MapBusinessOnline

  • Once the map creator receives confirmation that the invitation has been accepted. He or she clicks the Share Map button on the Master Tool Bar and chooses Private Sharing
  • In Private Sharing click the Share with Users button
  • Select the target co-editor’s email address, which should now show in the list of users
  • Select the desired role you’d like the shared co-editor user to have – that’s up to you. Options are View Only, Map Editor, Data Editor, or Map and Data Editor.
  • Click Add Selected Users in the lower right
  • Back in the Share Map dialog, click the Apply Sharing Settings button in the lower right

Maps Shared with Me Folder

Now the process moves to the co-editing target user’s Map Business Online application.

  • The receiving MapBusinessOnline user, targeted to co-edit the shared map, clicks the Open Maps file folder button on the Maser Toolbar
  • In the drop down choose Map Shared with Me
  • Choose the map shared with you by the initiating map editor
  • Proceed to edit the map – save  the map when changes are complete

Maps Shared with Me Folder

Substantial Therapies

Solicit feedback with shared editing

Team Co-Editing

MapBusinessOnline also offers Team Subscriptions starting at quantity five. These team subscriptions offer a quantity discount and provide administrative tools for setting up groups of co-editing users.

Team subscriptions require a designated Team Administrator to manage the subscription and the groups of co-editors. Sometimes the admin and the user are two different people, but usually the same person manages team and the subscription.

Once purchased, the Team Administrator sets up the protocol for their team’s MapBusinessOnline experience. The administrator must manage the following tasks:

  • Sharing the subscription with the individual members of the team. Tools to do this are located in the MapBusinessOnline Account section of the application. Click Account and find the listed menu item – Users & Teams
  • Once subscriptions have been confirmed the Administrator configures Users and Teams for sharing
  • Maintenance of teams and users – deletions, additions, and adjusted controls
  • Subscription renewal notices will be sent to Team Administrators

Co-Editing User Allowances

Team members sharing a MapBusinessOnline subscription have full MapBusinessOnline functionality to create and manage their own maps. Maps that are shared for co-editing with team members include access privileges which are controlled by Team Administrators and Map Creators. Co-editing user privileges include the ability to edit maps, edit data, edit both maps and data, or be set up as view-only.

View-only makes sense for Teams that require private sharing and full subscription features, but may need to limit data access.

Suggested Use of Shared Maps

Maps created for informational purposes like call center support, ZIP code look ups, sales territory sharing, and website location maps should utilize public map sharing, view-only maps. No map editing is allowed for these map viewers.

Maps used for group problem solving, cross-department operational planning, hands-on sales management, and other strategic applications may do better with private map sharing, shared map editing privileges.

Maps are for sharing and communicating, which is why businesses should be aware of how they are sharing maps. Know when your work demands privately shared map co-editing, or when public view only maps could be more appropriate.

Maintain Cyber Security at All Times

Your imported data is your data. It is important that you and your users know what data is allowed to be imported and what data is not allowed. Never import private information to a web application. Do not import social security information, bank accounts, credit card information, or patient healthcare information. Your imported data is your responsibility.  If you have questions about your data and privacy see your data manager or your boss.

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews and review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

Posted in Business Mapping Software blog post, How to instruction | Tagged , , , | Leave a comment

How Can Business Mapping Help Solve Business Problems?

 

Online business mapping software looks kind of interesting, but I’m not sure if it would benefit my business.”

Clearly, those of you thinking these ‘interested only’ thoughts haven’t solved all your business problems using traditional methods. Traditional methods involve the usual seat-of-our-pants approaches most businesses I’m familiar with use including, Excel spreadsheets, endless speculation & mansplaining, and SWAG.

Spreadsheets are a Godsend, without a doubt. But spreadsheets only tell part of the story. Spreadsheets may let you know if your business is in the black or in the red. They may indicate that things are trending better or trending worse. But spreadsheets can’t show spatial patterns or demographic trends by area, absorbed at a glance. For example, spreadsheets can’t show the relationship between crime patterns and an address, or a pandemic spread by county over time.

Maps transform spreadsheets into map visualizations of customers, sales histories, and progress towards company goals. Maps turn a compilation of data records into visualizations that drive actions. Business maps display business over an area and over a duration.

A great example is sales territory mapping. I’m sure some companies track sales territories by spreadsheet. “Adam has these ZIP codes in his territory,” Said Ethel. But that list of ZIP codes doesn’t help Adam decide which account to visit this week. A business map could inform Adam which accounts to see based on a color-coded symbol indicating overdue visits. It can even suggest additional stops for prospects or legacy accounts that can fill in for cancelations. Maps drive actions.

A Territory Map Using MapBusinessOnline

Maps Solving Problems

A spreadsheet is just a list of customers. Even a CRM is still only a database, albeit a fancy one.  Business mapping software converts that customer address list into an awareness of where all your best customers exist. A map creator can augment that awareness to include other important facts or characteristics about your customers like:

  • Median income levels in their ZIP code
  • Population levels by age, gender, or household in their immediate area
  • Business resources within 25 miles of their home address
  • Crime records
  • Donation histories
  • COVID-19 recovery statistics
  • The number of cats owned over a lifetime (well, that data should be out there)

Solving business problems takes time. Sometimes that time can stretch into years. Geographic and demographic map perspectives, provided by business mapping tools, present a new view of old problems. Moreover, new perspectives tend to generate new ideas.

Not all business problems are sales-related. Sure, business mapping can show where sales are happening and NOT happening, but what other solutions do business maps provide?

Because maps represent spatial reality, they can provide unique perspectives on operational activity. Maps have a habit of pointing out the obvious, such as the most efficient driving directions from point A to point B, but via points, C, D, and E. These efficient routes are called optimized routes. Optimized routes can help solve traveling sales problems like workload balancing and customer retention issues. Driving efficient routes saves time and money.

Law enforcement pros use business maps to clarify events. For example, crime maps provide a geographic view of repeat offenses where the offender is still at large. In addition, a crime map tends to narrow down the likely perpetrator list because it connects criminal acts with home or work locations. So often, crime maps indicate clusters of crimes within an area, and some other clue points to a suspect’s home location within driving or walking distance of the cluster.

Crime Map Using MapBusinessOnline

Getting the Word Out

Every business must work diligently at getting its marketing messages across to their existing and potential customers. Today, marketing messages must travel across multiple mediums. Online mediums and ‘old school’ mediums compete to attract eyeballs and bend ears towards a finely tuned marketing message.

Business maps help organize marketing campaigns. They provide a platform for recording the placement of marketing messages and tracking each campaign’s effectiveness . MapBusinessOnline has customers using business mapping to monitor the following types of marketing campaigns:

  • Advertising flyers inserted in local and regional newspapers. Ads are placed based on demographic characteristics of urban area ZIP codes. Campaign results tracked by matching coupon redemption to purchases by ZIP code
  • Retail stores design sales promotions focused on specific populations sorted by ethnicity, age group, or income level. Stores sort mailed marketing pieces various ways that can then be monitored to reflect which offers were most successful by demographic category or area
  • Billboards are old school as hell, but they work. Business maps track billboard placements and monitor campaign deadlines for ad change-outs. Effectiveness is tracked by billboard calls-to-action, but that may be a little sketchy. Keep those hands on the wheel!

Map-based Market Analysis

Sometimes the business problems we undergo require analysis:

  • Strategic problems – How will we expand our core market to assure business viability over the next ten years?
  • Logistical problems – Where should we locate our next transportation hub to support our new customers west of the Mississippi?
  • Financial problems – Profit margins for core products in the Northeast have been significantly lowered due to competition. Do we consolidate and downsize or find more profitable areas and expand?

For example, MapBusinessOnline market analysis suggests the most lucrative growth areas identifying core customer demographics by region. With existing demographic drivers identified, vital demographic characteristics can be revealed in untapped regions of the nation, solving one part of the ‘where to grow’ strategic puzzle.

For example, MapBusinessOnline market analysis suggests the most lucrative areas of growth through the identification of core customer demographics by region. Once existing demographic drivers are identified, key demographic characteristics can be revealed in untapped areas of the nation, solving one part of the ‘where to grow’ strategic puzzle.

A free trial of MapBusinessOnline is available – no credit card required. You can access the help documentation, blog articles and get Chat, e-mail, and Phone support, to build your first business map. Once onboard, you are well on your way to using map-based business analysis to help solve your business problems.

Sign up for MapBusinessOnline today and get geographicized, or locationated, or spatially woke.  Or just sign up and start mapping.

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews or review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

Posted in Business Mapping Software blog post, Sales and marketing | Tagged , , , | Leave a comment

MapBusinessOnline 7.3 Released – 4 New Features

Last week, MapBusinessOnline version 7.3 was released.  Any subscriber to MapBusinessOnline can access the new features listed below by running the Map App’s ‘MapBusinessOnline Updater’ option from the Windows Start Menu or the Mac Applications Folder.

The Updater updates your business mapping software to the latest release. You will need to log out of MapBusinessOnline to run the Updater.

Below are the four major features included in the 7.3 release.

Color Control for Map Object Highlighted Selection

Up until now, when a MapBusinessOnline user selected a Map Object – a ZIP code, county, state, territory, or city limit – the object becomes highlighted in bright Yellow. With the 7.3 release that Map Object highlight color is selectable.

Map creators can go to Map and Data, select Map Options and select a new color under the Geographic/Territory Selection color box option.

Color Control for Highlighted Map Object Selection

Easy Export of Boundary and Point ZIP Codes

As many MapBusinessOnline territory mappers have discovered, USPS ZIP5 Codes come in two flavors: Boundary and Point ZIP codes. Boundary ZIP codes are the classic ZIP code areas we all remember as kids. Boundary ZIP codes have an area with a boundary. Point ZIP codes, on the other hand, do not have an area. They represent large facilities like hospitals or military installations that constitute a one-stop drop-off point for bulk mail deliveries.

As of today, there are 33,309 Boundary ZIP codes and another 7,688 Point ZIP codes. (Remember this for Jeopardy.)  Until now, to access the complete list of all ZIP codes by type within MapBusinessOnline, the map user had to upload the complete file from Public Data under Datasets. Not the worst thing in the world, but it did add 40,000 location records or more to your map work (MapBusinessOnline’s limit for Standard is 100,000.)

With this month’s 7.3 release, to secure the complete ZIP code list, a map subscriber may export the ZIP5 code map layer using the Export button on the far right of the Data Window toolbar.  The user has multiple options for export:

  • Add Point-only ZIP codes to the ZIP5 codes (boundary ZIP code) export.
  • Export only ZIP code records assigned to a territory.
  • Segment exported ZIP code data records by territory.

For many of you, this new feature will be sweet relief.  Exporting all ZIP codes for tracking sales and other business operations by ZIP code generally mandates that  it includes ALL ZIP codes.

The feature saves a series of steps, and it avoids adding 40,000 records to your map data, which can be tricky for those of us importing large datasets under 100,000 records per map limit.

The Public Data folder complete ZIP code list will remain available.

Quick Summary Button Demographic Reporting by Territory

MapBusinessOnline began offering summary button data reporting by specific map objects, like circles and polygons, several years ago.  With the 7.3 release, the MapBusinessOnline subscriber can access the summary button for fast demographic reporting AND place ten subject list of demographic data columns directly on a territory map.

The Summary Button appears as a menu button when the map object – drawn object or territory – is selected. Summary provides immediate access to demographic data and a dropdown option for the inclusion of imported data columns.  The resulting spreadsheet is limited to ten rows but can be exported out as a CSV file or placed on the map for map viewer reference.

Such quick and easy reporting lets a MapBusinessOnline subscriber mix their business data with Census Bureau demographic subjects quickly. The Data Window territory analysis view is always available for more in-depth reporting using the Change Columns button. Read more about Change Columns here.

Calculated Data Columns Now Supports Scripting

MapBusinessOnline includes the Calculated Data Function that enables simple mathematical formulas to be applied using columns of data associated with specific map layers. Calculated Data Columns are map layer-specific. That means a user would set up a formula for the ZIP code layer or the County layer – not both.

With the release of 7.3, MapBusinessOnline Calculated Data Columns now supports scripting. Click the embedded link to read more about scripting. Most of us have a vague understanding of scripting and its impact. If you have nerdy developers interested in your business mapping tools, this new feature is for them.

Calculated Data Columns sum related demographic layers. For example, users can sum the population of elder Americans across the five again population demographic layers.

MapBusinessOnline Release 7.3 is an excellent example of features being added to the product because customers requested them. Keep those cards and letters coming. Or email us through the contact button on the website or at either of the emails noted below.

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews and review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

 

Posted in Business Mapping Software blog post, How to instruction | Tagged , , , | Leave a comment

Demographic Data and Business Mapping Software for Business Users

Both MapBusinessOnline subscriptions for Standard and Pro include access to Demographic Data by subject. The USA demographic categories are sub-divided into rough annual release years, mirroring the Census Bureau’s American Community Survey (ACS) segmentation by release date.

MapBusinessOnline Canada coverage subscriptions provide access to Canadian demographic data.

For any given year, MapBusinessOnline lists the demographic categories by subject. Click on any map object and select the Summary button for a quick analysis of up to ten subjects. As a reminder, a map object is:

  • An object on the map drawn from a polygon, circle, drive time, or freeform draw or search tool
  • A map layer object – ZIP code, Census Tract, County, State, or City Limit
  • An object on the map derived from a driving time and distances query
  • A territory, region, or division

Read more about the Summary button here for first-time users of MapBusinessOnline.

Data Window Views for Analysis

In addition to the selected map object’s summary button, the map user can open the Data Window analysis view compiling a relevant set of demographic data associated with covered geography.  The Data Window lets the user select the entire ZIP code map layer, as an example, and apply Demographic Data to that layer using the Choose Columns button in the lower right corner. Read more about Choose Columns here.

All MapBusinessOnline demographic data is exports as a CSV file. After compiling your data in the Data Window view and perhaps filtering the view to fine-tune the results, use the far-right button on the Data Window toolbar to Export the demographic analysis data. Read more about accessing demographic data in MapBusinessOnline.

The process described above provides a simple demographic analysis of any designated area in the United States or Canada. Whether the area is relatively small or huge, all selected areas provide access to demographic data in MapBusinessOnline.

Demographic Data Subjects

The demographic data subjects are listed below. When searched for and applied, many of these subjects include sub-categories by range, by age, or by income level:

Demographic Subject Categories
General Population
Population by Gender
Population for Group Quarters
Population Density sq mi/sq km
Population by Age
Number of Households
Average Household Size
Median Household Income
Households by Income level
Median Age
Race – White, Black, American Indian
Race – Asian, Pacific Islander, Other
Race – Hispanic, Not Hispanic
Education – Up to 9th, 9th to 12th
Education – High School Grad, College Grad,
Education – Some college, Associates, Bachelors
Education – Graduate or professional degree
Employment Status
Housing Units – Tot, Owner, Rental
Housing Units – Median Value
Families
Households – Marital status, Male/Female
Consumer Expenditures by type

Each of the above demographic subjects is covered thoroughly. Some of the subjects, such as Race or Age, present multiple listings with breakdowns by ranges.

If a MapBusinessOnline user cannot find a category of interest in the MapBusinessOnline demographic library, please let us know so we can explore adding it to our growing demographic library.

Demographic data in MapBusinessOnline adds significant value to sales territory projects, market analysis maps, and general business analysis. All MapBusinessOnline demographic data is exportable.

MapBusinessOnline includes Calculated Data Column capability, which enables summation across like demographic data layers.  Read more about Calculated Data Columns here.

MapBusinessOnline’s USA demographic data library is stored and accessed by year of release. The current two years (2019 and 2020) are projection datasets from a third-party provider. Business map users desire projections because the US Census Bureau has not released data updates for the most recent years.  The projection data is sourced from a third-party source that specializes in developing accurate demographic projections.

See It or Count It

MapBusinessOnline demographic data is applied visually as a thematic topic across a map layer, such as ZIP codes or Counties.  Thematic visualizations allow ZIP codes to be color-coded based on population density or median household income, to name a few examples.

Demographic data library selections can be appended into map layer and territory labels. Any ZIP code, county, state, or territory provides five flexible label fields that accept  demographic data for labeling. Thus, a ZIP code label will display the ZIP code number with population, income, ethnicity, household, or consumer spending data reflected beneath it. Read more about appending labels here.

Combining thematic map layers and demographic label presentation creates a compelling map that informs the map viewer of the diversity of characteristics that define any area of interest.

Demographic analysis or simply thematic theme presentation enhances sales territory maps, strategic maps, market analysis maps, even plain old ZIP code maps. All major markets apply demographic data to their map projects:

  • Construction
  • Large Enterprise
  • Finance
  • Franchising
  • Health Care
  • Insurance
  • Manufacturing
  • Retail
  • Technology
  • Transportation & Logistics

Demographic data is the hot fudge on your business mapping software vanilla ice cream. Enjoy your Memorial Day weekend.

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews and review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

Posted in Business Mapping Software blog post, How to instruction | Tagged , , , , | Leave a comment

4 Ways to Generate Images for Documents Using MapBusinessOnline

Business maps are for business analysis, sales planning, and even for legal records.  Modern business plans and market analysis are supplemented with location-based analysis in the form of a business map. MapBusinessOnline’s data window makes such analysis both possible and easy to achieve. Read more about MapBusinessOnline analysis views here.

Sales planning is a widespread application of MapBusinessOnline.  The tool offers optimized routing tools to plan sales trips and visualize customers. For MapBusinessOnline sales professionals, the sky is the limit because the tool provides excellent sales territory management and market analysis tools.  In addition to analysis, MapBusinessOnline also serves as a great company goals and objectives communication tool. I highly encourage sales pros to present to their peers using MapBusinessOnline as a live business mapping presentation tool. Business maps provide clear and concise map visualizations of company sales efforts.

I’ve also mentioned before how helpful business mapping software is for franchise sales organizations. ‘Maps sell franchises!’ is the cry and credo of franchise map geeks everywhere. (There are a few.) Franchise officers can compile digital business map representations of a franchise territory to sell the franchise and document the opportunity as legitimate.

Franchise territory maps record a protected area of interest for the franchisee. These maps also provide demographic and sales proof of market viability. The entire map analysis, including the map visualization, is printed and filed with records of the franchise sale for future reference. These printed maps or map image records are easy using MapBusinessOnline.

Baseline Market Analysis Map Documenting Existing Markets

Map Image Files

The most straightforward map image to generate is a Map Image file in Jpeg or PNG file format. Such image files are created by clicking the Export Image button, four buttons from the right on the Master Toolbar.

The Export Image button will take an image snapshot of a user’s map as saved in MapBusinessOnline. The resulting image will not include the Master Toolbar, Map & Data, or the Navigation Scroll Bar. The image will include a Map Legend if one is associated with the map.

When considering producing a map image, the map creator should optimize their map to support their map project’s purpose.  Read more about map visualization optimization here.

Map Image Files can be saved as either PNG files or Jpeg files. PNG files are used for PowerPoint presentations. Jpegs are a better option for emailing map files because they are smaller files.

Going Old School – Printing Maps

Click the Print Button on the Master Toolbar to print an 8-1/2 x 11-page map view on your desktop printer. Make sure your printer settings are set to landscape orientation – which is the natural perspective for map printouts. Your map screen is literally a landscape view. Literally.

You can also print to larger plotter printers. This brings us to saving map files as large format PDF files.

Large Format PDF Files

The two lower options on the Print Button dialogue are for saving a map view  as a large format PDF. I wrote about this process in detail in this article on PDF map files.

Here is a shortlist of things to keep in mind when saving large format map PDF files in MapBusinessOnline.

  • Be patient. This functionality is advanced and is more of an art than a science
  • Try both the ‘customer printout’ and the ‘select a draw tool’ options. I find the draw tool approach works best for my saved map views
  • Try over zooming into your map. These PDF files are huge and are designed to grab a lot of map detail. Over zooming often better defines your focused map view
  • PDF map generation takes a lot of time to process. If the result isn’t what you want, delete the file, adjust a few settings, and try again
  • Be sure to adjust the dialogue’s paper size options, zoom levels, and map orientation
  • PDF files of your map in MapBusinessOnline will place a legend on the map for you. The map legend is movable, before you save your PDF. Movable map legend in a PDF view is a new feature

Large format printing and PDF file saving is an advanced feature. Take your time and approach it from a Zen perspective.

The Snipping Tool

Microsoft Windows machines have a convenient Snipping Tool for capturing images. I’m not a Mac guy, but I understand similar tools exist in the Mac world.

The Snipping tool takes a snapshot of your computer screen within the bounds of the rectangle you select. For MapBusinessOnline maps, this is a convenient way to take a picture of your map with the Data Window open to a specific data view.

You can maximize your map view by closing a few of the tools on your map screen:

  • Click the Tiny Down Arrow about the Master Toolbar, just above the Map Layers button. This hides and opens the Master Toolbar
  • You can minimize the Navigation Scroll Bar in the upper right corner of the application by clicking the Up arrow closed
  • Map and Data can be put away for a while by clicking the tiny X Button in the upper right-hand corner. Open Map and Data up again by clicking the Arrow button on the far left of your screen – right in the middle of the left-side panel

Now the Snipping Tool can be focused on the map subject at hand. Proceed with your rectangle placement and save the map view.  Snipping images are usually Jpegs.

The map creator documents a geographic view of a sales transaction, a business operation, or a business status by creating map image files. These snapshots provide a frozen image of reality tied to a point in time. They are a record of how things were, a reference for review if necessary. And, unfortunately, sometimes those reviews are necessary.

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews and review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

Posted in Business Mapping Software blog post, How to instruction | Tagged , , , | Leave a comment

3 Advanced Concepts in MapBusinessOnline Territory Mapping

Advanced territory mapping challenges arise from time to time. By advanced, I mean above and beyond the standard territory mapping scenarios MapBusinessOnline typically serves. MapBusinessOnline has a few advanced business mapping software tools that can help represent more complex territory schemes that fall outside the scope of typical territory creation.

Creating Territories from Filtered Ranges

ZIP code ranges can be used to define territory extent. A business map users can set up a simple, greater than, less than filter in the MapBusinessOnline Data Window to generate that territory scheme in a few minutes.

ZIP5 codes come in number sequences. I grew up in ZIP 01966. A couple of towns over, and the number ranges shifts to 01800. Each state has their five-digit ZIP code ranges. Massachusetts has a whole array of 5-digit sequences starting with the 3-digit 010

up to 028. The further west you go, fewer 3-digit range starters are required because populations are generally more spread out, and the ZIP codes get humongous (wicked big.)

Because those sequences tend to fall in a contiguous fashion, ranges can be an effective way to define territories. So, once you’ve got a number series in mind, in the MapBusinessOnline Data Window, click the Filter button:

  • In the left-hand panel, drop down to General, and then ZIP5 Code
  • In the right-hand panel, select the modifier > (Greater than) and key in the lower ZIP code five-digit range (01900 – for example.)
  • Click the Green Plus icon just below your first filter entry to add the end range of the filtering sequence
  • Drop down to General and ZIP5 Code
  • In the right-hand panel, this time select < (Less than) and key in the high ZIP code range  limit (01999 – for example)
  • Process the query and click the New Territory button along the Data Window toolbar. Select the option that collects the geography displayed in the Data Window view.
  • Name the territory

A Filtered ZIP Code Range Territory

A territory creator could continue adding filter options to create multiple territories at once.  A user could even make a territory by ZIP code range, then add another two filter functions and create a territory by county name. These multifaceted approaches are for seasoned territory and database users. Get used to polygon and imported Excel sheet territories before you get all rangey. Read more about basic sales territory mapping here.

Why Bother with Ranges?

Filtering ZIP code ranges to create territories has several advantages:

  1. Not everyone has a complete understanding of their Zip code coverage area. A business manager for a new company or product may have a limited set of customers in the field. Using a list of customer locations as a set of ZIP code ranges and placing those points on the map, an outline of a coverage area is exposed. A simple polygon selection of that region can also net the ZIP code area bounded by those points revealing the coverage area
  2. Consecutive ZIP code numbers generally represent specific areas of a state. For instance, a range of Massachusetts ZIP Codes: 01900 to 01999, converted into a territory, will cover most of coastal Northeast Mass. Commonly referred to as the Nawth Shaw (North Shore.) Boston Strong!
  3. A ZIP code range doesn’t have to be a filter of ZIP code numbers. A map creator can filter ZIP codes based on demographic information such as population, median income, or consumer expenditures. There are plenty of demographic subjects that cab be used to filter ZIP codes. Such map-based market analysis can result in a set of ZIP codes that represent your ideal market. For instance, show me all the North East Mass ZIP codes with Median Household Income > $75,0000

Filtering isn’t limited to ZIP codes either. Counties, states, and city limits are all filterable by various subjects, including imported customer data.  Read more about creating territories from ZIP code ranges.

Multiple Territories from Multiple Radii

MapBusinessOnline includes a Market Analysis button, eight buttons in from the left on the Master Toolbar. The first option in Market Analysis is called Search & Segment Data from Multiple Centers. This Search & Segment tool allows the map creator to conduct radius searches on a list of many points at once. In MapBusinessOnline Standard, the allowable Market Analysis search is by radius. In MapBusinessOnline Pro, a business map users can conduct the multiple point search by driving time or distance in addition to radius search.

You will note that the third dialogue page in this operation presents a check box to be checked if the map creator would like to create Multiple Territories in one pass from the boundaried ZIP code map layer. This check box will default to creating Marketing Lists if the map layer selected is a point layer. Either way, this tool is a helpful way to query more than one area at a time for data.

By checking that Multiple Territory check box, a territory manager can create multiple territories at one time. Pro users can create multiple territories based on:

  • A specified radius from all points
  • A dataset column of specific radius lengths
  • A specified drive time radius from all points
  • A specified driving distance radius from all points

The above options provide various territory configurations that offer marketing and sales analysts fast and accurate assessments across hundreds of areas at once. These assessments are beneficial for market expansion planning and strategic planning.

Drive Time Territories

Along with other Search Tools, MapBusinessOnline users can create territory maps using Driving Time and Driving Distance searches. Creating these drive time territories one territory at a time is easy. The MapBusinessOnline search tools include a Driving Time/Distance polygon search too. I consider it advanced territory mapping because the results are so valuable.

A driving time or distance query combines the critical characteristic of how far a customer is willing to drive to get access to a product or service with the assignment of an area bounded by that distance. The resulting territory is then readily armed with Census data categories that identify major demographic characteristics of the covered area.

That territory area defines the sweet business spot for many types of sales organizations:

  • Retailers, service shops, and restaurants benefit from drive time estimates based on what they know about their customers. How far or for how long will a typical customer drive to pick up a gallon of milk, or a pizza. How far will a repair client drive to drop off a watch for repair?
  • Direct sales representatives, manufacturer’s reps, or other traveling salespeople will find drive time territory analysis beneficial in defining sales coverage areas. How far do travel budgets permit me to drive for this $5,000 deal? How far for a $100,000 opportunity? How many customers can I visit in one day at this driving distance?
  • Franchise sales organizations will find the same benefits in driving time and distance analysis as they define coverage areas that contain vital demographics. Franchise businesses exist across all industries. Franchisers will use drive time maps to illustrate the franchise opportunity.

MapBusinessOnline advanced territory management capabilities, include driving time and distance analysis, an entire demographic data library, and a business listing search engine, bringing together to a plethora of location-based tools that offer companies like El Gaupo Inc. much more than just a sweater.

_______________________________________________

Find out why over 25,000 business users log into www.MapBusinessOnline.com for their business mapping software and advanced sales territory mapping solution. The best replacement for Microsoft MapPoint happens to be the most affordable.

To access MapBusinessOnline, please register and then download the Map App from the website – https://www.mapbusinessonline.com/App-Download.aspx.

After installing the Map App, the MapBusinessOnline launch button will be in the Windows’ Start Menu or Mac Application folder. Find the MapBusinessOnline folder in the Start Menu scrollbar. Click the folder’s dropdown arrow and choose the MapBusinessOnline option.

The Map App includes the Map Viewer app for free non-subscriber map sharing.

Please read customer reviews or review us at Capterra, or g2crowd

Contact: Geoffrey Ives geoffives@spatialteq.com or Jason Henderson jhenderson@spatialteq.com

Posted in Business Mapping Software blog post, How to instruction | Tagged , , , , , | Leave a comment