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Whose territory does a new prospect belong to?

Does this sound familiar to you? We talk to companies all the time who have problems with who to allocate a new customer or prospect to when they ring the sales or franchise company or call centre. Sales territories have always been a bit of a problem to deal with, but this will no longer be a problem for people who use GeoSmart’s new BIonaMAP business intelligence SaaS (Software as a Service) application.

Old school BAU (Business As Usual) is still the way most sales and service companies work. They pin a map on the wall, draw the territory on it with a sharpie pen and write the name on the map. There are always arguments over whether a territory includes both sides of the road, where the suburb boundaries are and don’t even start about what happens when you want to modify a territory.

Queen Street

If the call centre or people taking the calls don’t have access to the map when new customers ring, there can be major time wasting and potential for problems ensuring that the right person is dealing with the client quickly and professionally in order to secure new business. There are also issues over making sure the address is correct. There are a dozen Queen Streets in Auckland and we have heard plenty of stories about people driving up and down a road in the wrong suburb looking for a client they are meant to be meeting with. Then there are vanity suburbs like the person on Remuera Road who say they are in Remuera, but they are actually in Newmarket and knowing which numbers of the street belong in which territory. It is a problem that has been around for years.

This problem goes away with BIonaMAP and there are a number of ways that we can deal with it. Some companies are simply going to use a query on the BIonaMAP home page which effectively allows you to start entering the address, with an autocompleter allowing you to select from a drop down menu to get the right one. Some companies are going to integrate this function right into their accounting software, CRM or other business database application, which means that the full correct address with Post Code and correct suburb as well as the coordinates are recorded into the right fields.

What makes this different? Database applications on their own can deal with suburbs or post codes, but typically can not deal with spatial queries, i.e. in what territory or polygon does this belong to? The answer effectively will be one of the following:

  • It belongs in Territory X.
  • It appears in Territory X and overlapping Territory Y (e.g. a sales and a service territory)
  • It doesn’t appear in any territory

If this is an issue that you have to grapple with in your business, why not contact us and ask us how BIonaMAP can help you?

BIonaMAP is available for New Zealand and Australia and has a host of location based business analytics capability. It is Software as a Service which means no software installation and it can be accessed by using a web browser. We also welcome inquiries from sales, service, franchise and other business consultants, resellers and systems integrators.

May 1, 2012 Posted by | Australia Maps, Business Analytics, Business Intelligence, Business Tools, Data Mining, Distribution, geosmart, GIS, map tools, Mapping Applications, Marketing, new zealand, new zealand maps, SaaS, Sales, sales territory, systems integrator, territory management, Uncategorized | , , , , , , , , , , , , , , , , | Leave a comment

Giving Location Based Business Intelligence to Middle Management

In the traditional corporate environment location based information about your business tends to come from the IT or GIS department. This tends to result in traditional reports based on historic requirements. They tend to be standard reports that you receive in the same way as you receive your financial reports. In New Zealand only large corporates even have access to GIS data. BAU (Business As Usual) means results as usual at best, but if someone else is working smarter, that means that they are likely to be taking business off yours.

Our BIonaMAP application changes that. There is no installation required and it is now simple for a Sales Manager, Service Manager, Product Manager, Marketing Manager and others to have access to what is going on in their business in ways they haven’t been able to before.

One of the most basic areas I have found in previous lives as a Sales Manager and as a Franchisor has been creating fair territories on a map. This traditionally involved buying a map, using a sharpie pen to create a territory and covering it in different colours of map pins. Of course as soon as you created a territory and needed to change it, it was start again and of course now your office wall is covered in holes. Now it is as simple as clicking with your mouse and your new territory has been created. Zoom in on the map to tidy it up so that you can split streets up to left and right if necessary and now you can start viewing what is going on in your business.

Understanding what is happening in a territory

Any information you have about your customers in a CRM, accounting software that you can export can now be viewed on the map and you can run queries about that data and view the results straight away on the map. Examples might be profitable customers, customers who haven’t bought anything in the last month, customers who buy one product but not another, prospects who use a competitors product. You can count results and compare territories with each other with ease. Why is one territory better than another?

I wish I had browser based software like this in the past, it is just so powerful and easy. What information would you like to unlock from your business? Find out more at www.bionamap.co.nz

April 22, 2012 Posted by | Business Analytics, Business Intelligence, Business Tools, Data Mining, GIS, new zealand maps, Sales, sales territory, Uncategorized | , , , , , , , , , | Leave a comment

Business Territory Mapping

Mapping Sales Territories has always been a fundamental component in business, usually involving printed sheet maps, marker pens and perhaps map pins. You don’t want modify the territories because its a messy or painstaking job. It’s relatively one dimensional, you can’t show everything you want to be able to see, which limits the functionality and benefit you can achieve from it.

Territory management is of course very important and the map is only part of it. It allows you to delineate an area, usually to manage field workforces. It makes it easy for example if a potential client calls, to allocate resources to deal with an opportunity.

In the franchise business, the franchisee buys the rights to do business in a predefined area and the area has a value based partly on the land area, but really it is more about the number of potential clients in that area. Those clients might be other businesses, or it may be consumers. Of course the clients are then also categorised. For example if you are selling medical products for resale, your target clients are going to be pharmacies, medical practices etc. If you are offering lawn mowing or gardening services, your target market is consumers who can afford your services and perhaps are time poor.

GeoSmart is about to launch a SaaS web application which will allow you to not only create your business territories, but also to display existing potential clients, query population census demographic information from the New Zealand Department of Statistics and display that on the map and much more, as outlined in our end of year newsletter.This product will be available for New Zealand and Australia.

To learn more about this new application, please contact us or subscribe to this blog, where we will be exploring ways that you can analyse your business opportunities and results on a web map.

Creating Territories on a web map

January 10, 2011 Posted by | Auckland, Australia, Australia Maps, Delivery, Distribution, geosmart, GIS, location based services, map tools, Mapping Applications, maps, Marketing, new zealand, SaaS, Sales, sales territory, software, territory management, Uncategorized, Web Map, web maps | , , , , , , , , , | Leave a comment

Route Optimisation for Retail Merchandisers

In the last few blogs I have been writing about route optimisation for retail delivery vehicles, using a furniture shop as an example of how to to achieve significant return on investment. Of course the principles apply to commercial travellers.

Take the example of a retail merchandiser. There are hundreds of people travelling around the country daily visiting supermarkets, dairies, pharmacies, liquor stores and pretty much every type of retail store. A large percentage of these people have a mix of urban and rural stores in their sales territory that they visit on cycles. Some of them are regular cycles that they repeat periodically, others may be more ad hoc.

Typically retail merchandisers change jobs or territories fairly often, which means that they will not be familiar with where their clients are, or what the best order is to visit them in. They are often under a lot of pressure to make as many visits in a day or on a trip as possible.

Route2GO is the perfect tool for these people and their Managers. Just like the retail delivery people in the last blogs, there are many factors that determine Return On Investment.

The first and most obvious one is travel distance and time. The obvious one is to look at a day’s calls, calculating the best order to do the visits in, putting in the start location which could be the office, warehouse or even the person’s home and then the end location. If it is local and just a day trip, it is going to be pretty easy to calculate the order. This will provide travel time and distance. It could also include driving directions.

If it is a longer trip which includes overnight stays, you could look at the entire trip as if it was on one day to optimise the entire trip and then cut it into chunks for each day. One of the things that is often difficult for a traveller is estimating the travel times. Barring traffic accidents, congestion etc, we can provide a very good estimate of travel time. The traffic information itself we also provide by way of the Roadwatch and AA Maps websites. For $1.95 you can also subscribe to real time traffic alerts which you can receive by SMS or email for a 4-day trip at AA Traffic. This would give you some advance warning if there are any real issues. For example over the last couple of months, many highways including State Highway 1 have had road closures due to slips and floods. Being forewarned means that you can plan ahead.

Now that you know the travel time from one retailer to the next, you can start to do some planning. In merchandising their are obviously a variety of types of call. Some are easy to plan because it is simply shelf management and the merchandiser will know which products are ranged and have an idea of how much time a call will take. In some cases they don’t even need to see the manager. By doing a spreadsheet similar to the one in this blog, you can get a pretty good idea of what you can achieve.

Obviously where there is actual selling going on, or even getting orders signed, there can be extra delays, waiting to see the buyer and time on site will vary. This comes down to experience.

As per previous examples, the immediate tangible ROI is that Route2GO can tell you the best order to make the visits in and advise you of time and distance. This can save you tie and money and we invite you to contact us and send us a couple of trips in the order they were done in and we can optimise them and return them to you so you can see the order we would recommend and what the savings would be. There is no cost or obligation to you for this evaluation.

The next obvious benefit is establishing whether, with the time saved, you can either make more calls in a day or maximise the time spent on the calls to find ways to generate more revenue. Perhaps managing shelf facings, recommending new products or doing product knowledge training. We all know that if you don’t manage your shelf facings, they can shrink as your competitors products squeeze them out. Another issue is out of stocks. In today’s economy many retailers manage their inventory on a Just In Time basis. That means that if you do not meet your call cycle, you could have a situation where you are not only missing out of sales, but the out of stock situation could be introducing the retailers’ customers to your competitors alternatives.

Optimising and planning your trips, especially out of the city means that you can also do some advance planning, making appointments with buyers, with a reasonable degree of certainty as to when they can expect you. This is of course a professional way of doing business that will help your customer relationships and give you a competitive advantage. Lets face it, everyone is extra busy these days and the easier you are to do business with, the more likely you are to get an unfair share of the shelf space.

Probably the best part of Route2GO is that it is really easy to use. You don’t need a specialist, just the ability to create a list, with addresses of the customers you intend to visit. There is no up front cost, you pay as you go, which means that it pays for itself from day one. Why not give it a try for your next trip?

October 5, 2010 Posted by | AA Maps, AA Traffic, Delivery, driving, driving directions, Freight, Furniture Delivery, geosmart, location based services, map tools, maps, Marketing, new zealand, new zealand maps, petrol, Retail Profit, Return On Delivery, ROI, route optimisation, Route2GO, Sales, software, Uncategorized, Web Map, web maps | , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment