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View Full Version : Territories at the state and country level



dtrimble
06-22-2011, 02:10 PM
One of my clients is a medium-sized technology company with several offices around the world. I'm working with them to improve their sales processes, and am using MapPoint 2006 to get better visibility into the geographic spread of their customer base across sales rep territories.

They sell to governments, so their territories are actually pretty straight forward. They're mostly defined by state. Easy enough, I created territories for each region, using State as the defining element in MapPoint.

However, they have an international rep who has accounts in Canada, Mexico, Central America, Puerto Rico, and the Caribbean. Creating his territory for Canada and Mexico was easy since they both have state/province regions. In the other regions though there are several countries that are not sub-divided into states/provinces, so that rep has responsibility for the whole country. For example, Belize, El Salvador, and Puerto Rico. As a consequence, MapPoint 2006 is not letting me add those areas to his territory map because it's not of the same geographic scope as the other territories.

Do I really have to create those territories in a separate document? Seems really dumb, honestly. The whole point is to see it all in a single view with our external data sources integrated. Are there any other options or workarounds?

Alternatively, I'm using MapPoint 2006. I have no problem upgrading to 2011 if it has changed and now allows multiple territory scopes in a single document.

Thoughts?

Dan :helpsmilie:

Eric Frost
06-23-2011, 10:51 AM
There hasn't been any change in territory management with the newer versions.

One thing you might take a look at - instead of using the Territories functionality in MapPoint, try just using the drawing objects, this gives you a lot more flexibility in terms of how the map looks. You can send the shape "behind" roads and you have a lot more color choices.

hope this helps.

Eric