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Saving Maps, Grouping Contacts

8/28/2023

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In the same way that we create Contact groups for Companies or Individuals, using Categories, we can filter, sort, and save our lists used to make Maps of our various sales territories.  When we do this, it is easy to pull up those entries later, review and add to as necessary.
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Filtering Maps

​When you filter the list, the map automatically filters to the matching area.  I typically switch over to Grid layout and filter from there, since I find the spreadsheet-style filtering more intuitive (by right-clicking on a column header); but you can actually filter from any screen, using the "..." (3-dots) button in the upper-right...  The views are all linked (including Charts), so when you filter in one, the others also filter to match.
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Saved Filters

The last filter for each view that each User makes is saved; and Sales Reps when they login would typically only see their own assigned territories anyways, so they kind of take care of themselves.  If you would like to see a territory at a time, you would just filter on the Sales Rep column to get their specific list of Customers.
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Geographic Filtering

Another nice filtering options is either City, or even partial-Zip Code (to get a metro area, for example).  For the Zip Code example, you would filter on the Business Address column, using the "contains" filtering option.   For example, contains "787" will get me all of greater Austin, while contains "7874" will get me the lower and west-suburbs.
 
The kind of filtering you do will mostly depend on customer-density, so it is going to vary from one rep and geography to another.  Let me know if there is a specific combo / area you are trying to achieve, and I can probably be more specific with the filters.  
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Categories are Groups / Keywords

Use Categories to save groups of customers after you do some filtering.  Here are the steps as they are now:
  1. Go to Companies, filter by City and/or State, Sales Rep, Company Type, etc.
  2. Click the "Select All" button in the top-left column header of Grid view (checks all the entries you are currently showing).
  3. Use the Batch Edit button to assign a new Category, such as "map: Greater Boston".
  4. Repeat for as many variations as you like.  In the future, filter on the Categories column (using contains again) to pull up everyone in a particular group.
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I am not sure how much you use Categories now, but the usage of it is as a generic / keyword grouping mechanism for both Companies and Individuals.  Here are some that we use, just so you get an idea:
  • Newsletter: Users
  • Newsletter: General Audience
  • Industry: Jan/San
  • Industry: Automotive
  • Member: AIM/R
  • Member: PTRA

We actually have probably 100s of these checkboxes, so that we can easily pull up groups (and combinations of groups) for our various sales efforts.  More information on Categories in general, can be found here: https://www.mrsware.com/apps/search?q=categories

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You can see all of the Categories you have been using in Web, under the Contacts menu -> Contact Categories.  If you haven't been tracking keywords, it does take some setting-up to get running.  Buying Groups, Industry segments, even Job Title are all things that you can track, and may be able to import lists of those or use Batch Edit to add multiple contacts to a group all at the same time.​
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Request for Feedback

We are also planning to do some more features around mapping, so any input you have would be great.
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MRSware Pre-Fall Promotion, Customer Mapping, Google Sync, and Sales Importing

8/24/2023

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This is a repost from our Newsletter that goes out via email.  If you wish to subscribe, fill out any of our forms found here on MRSware.com or send an email to [email protected].

Pre-Fall Newsletter Promotion

Temperatures in Austin are still over 100 on a regular basis, and Fall can't come fast enough!  Let's usher it in with a pre-fall promotion exclusively for our newsletter recipients...  Feel like you are stuck in your current software because it is too expensive to get your data into a new system?  Prepay a year in MRSware and receive FREE data import from your current system.  If what you are using can spit out a spreadsheet file, we will import that for free.  We'll take up to 4 years of data and put it in the right spots to get you up and running right out of the gate with no downtime.  As always, MRSware includes training and support, so we'll also get you productive in your new system from the start.

MRSware for Manufacturers Reps, Sales and Commission tracking from Order to Commission Payment, Opportunity tracking, Activity reporting, and many integrations with other systems available.

Ideas, Enhancements, and Requests
Current MRSware User and have an idea to make the system better?  Not a MRSware User and not finding any solution for your company's current data challenges?  Open to all, the Ideas site is the place to enter what you need, review what other people are looking for, and rate/rank what you would like to see next.
 
Reps Around the Web
Security Sales & Integration
Alarm Protect adds LRG as Manufacturer’s Rep
Alarm Protect has announced that it has added Lanier Rep Group (LRG) as its newest manufacturer's rep to cover the southern region.
 
Gifts & Decorative Accessories
Top 12 Sales Representatives in the Gift Industry Named the Best of 2023
New this year, the REAs will recognize four Sales Reps of the Year, one in each of four regions. See why these reps were named the best.
 
Supply House Times
2023 Rep of the Year: Signature Sales
Tempted by a robust Riverside, California home construction market in 1989, my wife Beverly and I set out to pursue the American Dream.
 
Foodservice Equipment & Supplies
Forward Solutions Curating a New Rep Group
The consolidation bug bit the manufacturers' rep community the week of April 17. That's when Forward Solutions merged with both BSE Reps and...
 

Active Customer Map

When planning your visit to a particular area, make sure you don't miss anyone.  Filter Customers by City, State or Zip, sort top-down by year-to-date dollars, see where they are at on the integrated map and set up appointments.  Find yourself with a little extra time between calls?   See what prospects are in the area and get turn-by-turn navigation directly on your mobile device.  When the call is complete, don't forget to leave a note about the visit, to make future calls more productive.
 

ChangeLog: Invalid Emails view in Individuals

Easily find those addresses that are incorrectly formatted and make corrections.  Sometimes those lists we get from shows and other sources are hit-and-miss, use this feature to trim out the misses ahead of time.
 

Google Multi-Calendar Sync with MRSware

Each team member can synchronize their Google Calendar directly with MRSware, allowing the rest of the team to easily block-out times for meetings and report back to Manufacturers on important touches.  Google sync allows for the separation of business and personal calendars as well, so you don't have to mix work and home when you don't want to.
 

MRSweb Sales Import Process

Sales Import, the video!  Watch as we walk through a sales import, which can be any and all of the reports from PO to Order confirmation, Invoice shipping report, and Commission statement.  Get importing Manufacturers' spreadsheets done in minutes; large Wholesaler reports in under 20 minutes!
 

Free Trial

We always offer a Free Trial of MRSware for those that are interested in kicking the tires to see what this is all about.  Sign-up on the web, with MRSweb, to take a look at our Demo installation with sample data ready to review.  When you are ready to test with your own data, just let us know and we will enable your own blank installation to get started.

No credit cards required to take a look, no hassles to get a feel for what MRSware has to offer.
 
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Active Customer Map

8/7/2023

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I want to make sure I am not missing any of my customers on a trip through the territory next week...  Give me a map of my active customers, ones who have been buying from me in the last year.
  1. Find Customers under the Contacts menu. 
  2. Use one of the pre-defined filters that shows just the Active Customers. 
  3. Switch to Maps view.

The addresses for each customer are marked with pins on the map.  Zoom using the the buttons on screen, or your mouse cursor and wheel, to view specific areas of interest.  Click on the pins to show each Customer's contact information and some sales numbers.

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    MRSware Blog

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