I've searched FAQ's and this forum.

I have imported 600 companies into MapPoint 2004.

I manually created territories (using census tract).

Now, I want to export those companies and see what territory they are in.

Preferably using excel.

It seams MapPoint 2004 cannot do this.

Am I correct?

Thank you,

playadude

MapPoint doesn't have that function.
It can be done programmatically.

Mike Mattys

Thanks Mike,

Am I missing something here? It seems like importing hundreds of customers, then making territories...

Logic would say that I would want to reference the territories with the customer data.

Does MapPoint 2004 have a feature that would serve this purpose?

Sorry if this question is basic.

The other folks may have a better answer ...

MapPoint seems to work strictly by the data you put in.

Apparently, it is assumed that a territory has already been assigned to
each of your companies in your own managed database.


Mike Mattys

Mike,

I thought your answer was fine.

I think a mapping software should help me assign geographic territories to my customer data.

I think it's logical to be able to import 600 records, layout my territories, and then export the results with the territory information.

So I can give the customer data back to my salesforce.

Thank you for trying to help me.

OK, but I can manage your territories, do analysis and reporting, provide
excellent graphics ... just thought I'd offer

Mike Mattys

MapPoint isn't really a territory design tool. It is more of a viewer that lets you visualise maps and the info you plot on them, plus the Postal boundary files can be many years out of date. If you are looking for a professional tool to create balanced and optimised territories then I would recommend Regiograph Planning. This costs circa £3,500 ($5,500). If you wanted help designing territories then we could help you on a service basis. See Sales territory alignment, sales route planning, franchise territory mapping, customer targeting (faststats), database enrichment, data migration. My email is graham.barlow@tech4t.co.uk

Graham Barlow, thanks for your input and welcome to the forum!

There's so many different mapping packages and tools out there, I'm not familiar with Regiograph Planning, but I'm sure it's worth every penny for some people for what it does.

I'm not 100% sure until I try it, but I think the ObjectsFromPoint method might be able to extract at least the census tract if not the territory that each point lies in... it's probably worth a shot anyway. Actually I'm not so sure you couldn't get the territory, as MapPoint is more sophisticated under the hood than I sometimes realize.

Alternatively, you could draw a quick freeform around each territory and do Export to Excel, although if you a lot of territories, manual work like this might be very time-consuming.

Eric