Segment Customers with Excel Data

Excel Mapping for Customer Segmentation Data

Customer segmentation has never been easier than with Excel mapping. By mapping with Excel data, you get a clear visual representation of information that was previously only available in spreadsheet format. With Mapline you can segment customers based on any data you have in an Excel spreadsheet. Let us give you an example.

Let’s say you want to be able to segment and differentiate your customers based on which policy they buy. First you need to map Excel data.

Once you have all your locations mapped, you can use the Sublayer tool to group your pins by any column from your spreadsheet. So, just click on the layers options and select the Sublayer option. Then you can choose the Policy column from your spreadsheet. Done! You can see trends on where certain policies are being sold to help you segment your customers and enhance your marketing efforts.

That’s how simple it is to segment customers by mapping Excel spreadsheet data. Market segmentation data can be invaluable for understanding what’s happening with your business and getting a leg up on the competition. Decide on the right plan and pricing for you and try it out for yourself.

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Visualize Sales Territory Performance

Mapping gives you a whole new way to report sales territory performance visually.

A territory heat map is the easiest way to visualize performance. Just paste your spreadsheet sales performance data into Mapline to show your customers or locations on a map. Then, you can easily overlay territories to your map to see performance by postal code, county, or state. Each territory will be colored according to the sales performance of all customers or locations within that territory. Also, clicking on a territory will give me a summary of all the included data. And you can easily export that back to Excel if needed.

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Alternatively, you can also use the Draw Pad if you want something super quick. Just draw a shape on your map that encompasses multiple sales territories. Then, you can click on the shape to see all the data for the locations inside the shape. You can then group it by Rep, Policy, Active or not, or anything else.

That’s how easy it is to visualize sales territory performance in mapping. Sign up to get started!

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Identify Growth Opportunities With Mapping

Mapping opens a whole new world when you need to identify growth opportunities for your business. Let me give you an example of how simple it is to make better decisions when figuring out where to grow.

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Let’s say you want to open a new Mexican restaurant, but you want to find the best location that isn’t near a competitor. Don’t get me wrong, I’m sure your food is pretty yummy, but I’m assuming you don’t want to fight with competitors if you can help it.

Just paste your spreadsheet list of competitors into Mapline. Once they are on your map, you can use the Filter option to only show other Mexican restaurants. Now you can see your direct competitors and where they are relative to your potential locations. You can even add a 10 mile radius around each of them to see their network coverage. Then you would be able to identify a couple locations that could be HUGE opportunities with NO competitors!

And that’s how easy it is to find growth opportunities with mapping. Sign up to start your analysis now!

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Minimize Transportation Costs Using Mapping

Let’s say your transportation costs are too high. With Mapline, you can easily optimize your transportation costs by identifying the closest distribution center to your retail stores.

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Just take your Excel spreadsheet with the list of your store locations and the list of all the distribution centers. You want to find the distribution center that has the shortest distance to each store location. So, once these are pasted into Mapline, just select the Distance Calculations option. Now you need to pick the two data sets that represent the distribution centers and the stores. Once you hit download you will get a spreadsheet that shows the distances between each store and each distribution center.

Now, using Excel, you can easily run a minimum formula to find which distribution center is closest to each of your stores.

And that’s how easy it is to minimize transportation costs using Mapline! Sign up to try it out yourself.

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Streamline Operations with Mapping

Mapline makes it simple for you to streamline operations by identifying backup supply options.

Let’s say that you own some gas stations, and there are occasionally supply outages from your fuel supplier. You want to find some backup supply options so that your operations aren’t affected.

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This is simple to do with mapping. Just plot your gas stations and suppliers in Mapline. This can be added with a simple paste from your Excel spreadsheet.

Once the gas stations and suppliers are on your map, just go to the Distance Calculations option and select these two data sets. Once you hit download you’ll get a spreadsheet showing the gas stations along the left rows and the suppliers along the top columns. Where the Row and Column intersects is the distance between the two points.

Now that you have a huge distance grid spreadsheet, you can easily run a =SMALL() formula in Excel to identify the first, second, and third closest supply locations to evaluate your options!

And that’s how you can streamline operations using Mapline! Sign up to start streamlining your operations with mapping.

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