A Word About Territory Mapping

The most common application of territory mapping, a feature of MapBusinessOnline, is sales territory mapping. Territory mapping is sales territory mapping for 90% of the MapBusinessOnline user base. The application of sales territories is common and wrestles with the same challenges other territory applications wrestle with, namely these six tasks:

  • Defining accountability
  • Managing areas of overlap
  • Controlling travel expenses
  • Clearly communicating company goals and objectives
  • Tracking progress against goals
  • Organizing outside travel tiers

The value of sales territory mapping is linked directly to financial results. For a given period, sales results are often tracked, posted, and compensated for through sales territory mapping. Expense reporting is also tracked against territory results. Sales trip and expense reporting have usually included the submittal of travel receipts, mileage reports, and airline stubs, in addition to succinct write ups of contacts made, contracts negotiated, and purchase orders gathered.  Sales territories organize all of the various sales pieces over a shared geographic coverage area.

Read More About Sales Territory Mapping

Color-code Territories by Demographic Makeup

Sales Territory Mapping & Organizational Structure

Really large companies may require sales territories that roll up into regions and divisions better know as hierarchical sales territories (MapBusinessOnline Pro).  In this way, management tiers are put in place that communicate clear company objectives across a sales force that could number into the thousands. Vice presidents at the division or national level oversee regional directors across the country. Local sales managers supervise individual sales reps who travel within state or county jurisdictions.

Not all tiered sales operations follow this exact formula, but it is a common approach for online mapping software users. For companies that cater to regional areas only, simple sales territory maps usually suffice.

Usually, sales territory maps are based on a business mapping application’s ZIP code map layer.  ZIP codes provide familiar and manageable area segments for territories that often cover cities with dense populations. Counties are also popular, if the organization caters to a more regional, rural, or state-wide audience. The state map layer tends to be used by large conglomerates or businesses that cater to a worldwide customer base.

Map layer choices usually reflect the traveling representative’s areas of accountability. Traveling business people, those submitting only occasional overnight hotel receipts will be well suited to ZIP code-based territories. Expenses should also coincide with map layer realities. For example, expense submittals from ZIP code-based territories will rarely include airline tickets. If they do, you may want to investigate.

While I don’t believe most salespeople pad their expenses, I know from experience it happens. The good news is, expense padding is wicked easy to expose because receipts, phone records, and mileages tell the story. All you need to do is spreadsheet out the details. Maybe make a few calls to verify dinners etc. You’ll catch the blatant violators.

Demographic Analysis by Territory Segment

Sales territory mapping enables demographic data inclusion in support of market analysis, assignment logic, and product applicability studies. The US Census Bureau publishes demographic data that conveniently matches standard map layer segmentations. These demographic categories are varied and regularly updated, meaning territory analysis is extremely useful for market projections and territory assignments.

Available demographic data covers a wide variety of subjects including, population, consumer spending habits, housing data, household statistics, and more.  A map creator may wish for additional categories that match a particular product or service requirement. If the data has a location component – a city, ZIP code, or county, – a user can import that data into business mapping software.  Don’t be shy about asking MapBusinessOnline about additional demographic layers. We’ll consider adding new categories that come up often.

Territory alignment is often demographically generated, especially for consumer-oriented products. For instance, pharmaceutical companies may assign territories to sales reps based on the population levels of elderly residents by city or ZIP code – Census categories for population ages 65 and up. Retail establishments may prefer to view consumer expenditure patterns, or ethnicity data by county or ZIP code.

Impactful though demographic data may be, the most important location data a business can bring to bear on territory mapping is their own business location data.  Historical sales data, customer locations, prospect locations, and other relevant location datasets magnify the power of territory mapping analysis. Viewing your key business measurements next to demographic categories can be very enlightening.

Additional Territory Map Segmentation

Less frequently, additional map layers serve as territory mapping segmentation. City limits, Census tracts, MSA’s, and ZIP3 Codes act in the same way as a ZIP5-Code map layer when applied. A City limits layer is ideal for urban area market studies.

Demographic data layered across urban areas is a telling projection of how the sale of a product or service will fare in that territory. Many companies must be tactical about sales coverages. Actively selling catheters in a New England college town is difficult to justify when Florida’s ever-aging population is buying up the USA catheter inventory faster than you can say UTI.

City limits or city limits grouped into urban territories ranked by demographic profile can indicate the most fertile areas for new distribution warehouses, retail stores, or sales hires. City limit demographic views are perfect for market expansion analysis and confirm the gut feeling of managers being asked to direct sales growth for expanding firms.  Read more about market expansion in this case study.

Non-sales Related Territories

While most businesses use territory maps as sales territories, many companies use territory management for other applications. Specifically, technical support, medical home care agencies, and construction site management are examples of non-sales territory map applications.

Those six aspects of territory mapping I referred to earlier still apply. Construction managers track progress against goals and monitor expenses just like sales managers. Technical support teams will mete out areas of accountability and monitor their reps’ activities, including travel expenses to trouble spots, as required.

Territory Map View

And traveling clinicians for homecare agencies may have the most challenging job of all. Homecare schedules are incredibly tricky. Unplanned cancelations, weather-related delays, medical emergencies can all play a role in travel disruption. Not to mention the incredible unpredictability of COVID-19 issues that can ruin a day. (Don’t get me started.) Within home care agencies, managing travel expenses and minimizing overlap while also taking advantage of overlap are significant challenges.

Whatever the challenges facing your business, territory management tools can help organize, communicate, and control areas of your mobile operations. Replace Microsoft MapPoint with MapBusinessOnline.

MapBusinessOnline territory mapping tools are available in both Standard and Pro subscription options.

Choose MapBusinessOnline Standard for basic sales territory mapping:

  • Create territory alignments by polygon lasso or imported spreadsheet
  • Edit territory segments with mouse cursor clicks, polygon data collection, or through data filtering
  • Access full demographic analysis views with location data reporting
  • Address overlapping territory concerns with color-coding options
  • Color-code territory assignments by demography or imported business data
  • Segment territories by ZIP5 codes, ZIP3 Codes, City Limits, Counties, States, Census Tracts, or MSA’s

Choose MapBusinessOnline Pro for advanced sales territory mapping:

  • Includes all the features of MapBusinessOnline Standard
  • Create region and division territory hierarchies
  • Automatically build multiple sales territories from radius searches or driving time and distance queries
  • Enrich imported dataset with demographic and geospatial data
  • Conduct map-based market analysis that combines geographic, demographic, and driving time analysis

So, while territory mapping and sales territory mapping are virtually synonymous, pay attention to your organization’s unique requirements. Look for flexibility in the applications you choose, but remember full customization of any software application can lead to the poorhouse.

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MapBusinessOnline access has officially transitioned from Web Browser (Adobe Flash Player) access to the Map App download access.

  • Please 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. You can drag the icon to the taskbar for a quick launch button.
  • All saved maps will be available through your Map Library Folder, the second button in from the left on the Master Toolbar. (Green File Folder icon.)

Map App access to MapBusinessOnline.com provides enhanced features and a better user experience.

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

Value-Added Resellers – Offer the tool to your customers as a reseller. Make money on training and consulting. Contact us with further interest in reselling MapBusinessOnline.

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.

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

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