Planning

The EasyMap DistrictManager Edition is used for the planning, optimization and documentation of sales and field service areas and their locations.

Sales territory planning - location planning

The special strength of EasyMap DistrictManager Edition lies in the combination of digital maps with area and location data. This offers convenient support in all phases of sales territory planning:

  • Manual entry of an existing area division from maps or lists >>
  • Automatic transfer of an existing area division e.g. from the customer database >>
  • Automatic transfer of data for the evaluation of areas and locations from customer database, spreadsheet etc. >>
  • Area analyses, location analyses, area comparisons >>
  • Change of area boundaries, optimisation of areas and locations, simulation games >>
  • Documentation with area maps and reports >>
  • Automatic transfer of the optimized territory structure to the customer database (e.g. in SAP or CRM) >>

The map shows the areas of work or responsibility of sales representatives, dealers or franchisees, but also the carrier districts for newspaper delivery or brochure distribution in different colors. The borders can be changed directly with the mouse in the map.

Data for the evaluation of the areas can be linked to the map. These can be the number and turnover of customers; furthermore, customer visit times and rhythms and the most diverse market potential data can be used.

Guideline for familiarizing yourself with the EasyMap District Manager Edition

Prepare - In this chapter we will show you the most important basic terms that you will encounter while working with EasyMap DistrictManager Edition. You will find a conceptual introduction to sales territory planning in the subchapter Planning scenarios. In addition, tips for the correct data preparation are given here.

Create - In this chapter we will guide you step by step through creating a new territory structure. Here you will learn how to create locations for territories and how to attach additional data to the sales territories so that you have a better overview of your structures.

Reviews - Have you set up your territory organization and now want to evaluate it? We will show you how to connect external data, such as sales or potential, with your structure. In addition, EasyMap DistrictManager Edition offers various analyses to evaluate areas according to specific criteria.

Analyze - This chapter describes in detail analyses that are offered specifically for territory organization.

Change - Set up planning alternatives and compare them with your status quo. We show you how to change customer assignments to sales territories - manually in the map or automatically using tables. Then compare the before and after situation with each other.

Optimize - Optimize your territory structures, e.g. based on turnover, potential or number of customers. In this chapter we will show you these and other possibilities for area and location optimization.

Communicate - After you have set up, changed or optimized your territory structures, you can export them again and use them in other workbooks. Create a Report for individual areas and export the section maps as a graphic and additionally as a data table. Or even easier and faster - share your maps with your colleagues and superiors via EasyMap Xplorer.