Mapping Your CRM to Visualize Sales Territories and Customer Locations
Atlas (free) to create and style the interactive map and layers
Data from your CRM software
Start a free trial of Atlas to explore its capabilities.
Before We Begin
In sales strategy, understanding the significance of customer location is just as important as analyzing other factors like product preferences or market trends. While businesses often focus on customer demographics and buying behavior, visualizing where your customers are — their "ZIP Code," so to speak — can have a profound impact on how sales territories are defined and managed.
Modern CRM systems are equipped with tools and integrations that enable businesses to map customer and sales data geographically. This approach not only streamlines territory planning but also enhances decision-making by aligning sales efforts with locational insights.
What You Can Do With This Blueprint:
- Map sales territories for optimal customer coverage and team efficiency.
- Create visual dashboards to showcase customer density and sales potential.
- Compare and evaluate multiple potential sales territories using maps and data.
- Analyze customer behavior and market trends with visually engaging reports and map series.
Create project and upload data
If you’re already a user, navigate to the workspace dashboard. If not, create a free account.
Upload the datasets in the free resources section.
Symbolize the data by sales rep and deal size
After uploading the data, use color coding to show which sales rep serves each customer.
Create sales territory per sales rep
Define and assign specific sales territories to each sales rep to ensure clear responsibility and efficient coverage, using customer data and convex hull operation.
Copy this project
Simply copy this template, follow the steps above, and let Atlas work its magic.
Need help?
If you have any issue, you can ask for help on email or schedule time with a Atlas expert.
