Getting Started
Get in Touch
Where we’re located:
We live, work, and play in beautiful Tallahassee, Florida.
Billing & Payment Mailing Address:
2910 Kerry Forest Pkwy, D4-282
Tallahassee, FL 32309 USA
We are SOC 2 Compliant
Full EasyTerritory Feature Matrix
Find out which EasyTerritory products are right for your organization’s sales-mapping needs.
| Edition | Standard | Enterprise |
|---|---|---|
| Supported Data Sources | ||
| Excel and .CSV (with on-the-fly geocoding and territory building) | ||
| Microsoft Azure Maps | Includes 60K transactions/year | Includes 260K transactions/year |
| Microsoft Bing Maps | Customer supplied | Customer supplied |
| Power BI Territory Visual | Up to 20 users | Unlimited users |
| Dynamics 365 for Sales (Leads, Accounts, Opportunities, Custom Entities) | ||
| Dynamics 365 for Field Service (Accounts, Assets, Work Orders, Custom Entities) | ||
| Dynamics 365 for Marketing (Leads, Accounts, Opportunities, Custom Entities) | ||
| Custom Tables from SQL Azure feed by EasyTerritory Ingestion Data Service | ||
| Salesforce (read-only) | ||
| SugarCRM (read-only) | ||
| Business Intelligence | ||
| Add data to the map | ||
| Global street and aerial coverage with Microsoft Bing Maps or Microsoft Azure Maps | ||
| Spreadsheet of customer data with addresses (Excel/CSV) | ||
| Additional datasets provided by EasyTerritory (e.g. Postal Codes, Political Boundaries, Demographic Indicators) | ||
| High-resolution aerials and Bird’s Eye View from Microsoft Bing Maps | ||
| Traffic from Microsoft Bing Maps | ||
| US weather radar | ||
| Classify and Filter Data | ||
| Customize the symbology (shape and color) classifications of features on the map | ||
| Create classifications by range or exact value based on data fields | ||
| Filter data based on multiple criteria | ||
| Manage Map Features | ||
| Create hotspot density maps from point data | ||
| Point clustering | ||
| Create heatmap (aka. thematic or choropleth) maps | ||
| Identify callout box with feature details | ||
| Select map features by geographic region | ||
| Create travel-time rings by amount of time and method of transportation | ||
| Zoom to the map by street address or free-form text search on map features | ||
| Collaborate, Import and Export | ||
| Save and share maps with others | ||
| Join tabular data with existing map layers | ||
| Export query selection (data-grid) results to Excel | ||
| Export territories in standard geo format | ||
| Territory Management | ||
| Build, Realign, and Delete Territories on the Map | ||
| Bulk create territories from lists of geographies (Countries, States, Counties, ZIPs (Postal Codes), etc.) | ||
| Automatically build territories from scratch using geographies (States, Counties, ZIPs (Postal Codes), etc.) with balancing on data metrics (e.g. Revenue, Customer Count, or Workload) | ||
| Automatically realign territories with balancing on a data metrics (e.g. Revenue, Customer Count, or Workload). | ||
| Manually select geographies on the map using zip code, county, state, and other political boundary layers to build territories | ||
| Realign by moving counties or ZIP (postal) codes between territories | ||
| Support for overlapping (nested) territories (e.g. district>region>territory) | ||
| Edit territories by hand with snapping support | ||
| Edit by stitching, cropping and welding other territories | ||
| Export territory alignments to Excel/CSV (e.g. Postal Code, Rep Name) | ||
| Territory Statistics Features | ||
| Get instant statistics while editing territories (number of accounts, total sales, etc.) | ||
| Get statistics across all territories and color-code them by standard deviation from mean | ||
| Additional Territory Management Features for Dynamics 365 | ||
| Automatically update all CRM entities (accounts, leads, etc.) that are within the territories | ||
| Write territory records back to the territory entity or custom entity in CRM | ||
| Lead assignment support | ||
| Create Marketing List | ||
| Sales and Service Call Productivity | ||
| Partitioning | ||
| Partition (divide) locations by stop delay and drive time | ||
| Schedule visits by week | ||
| Create optimized service/sales territories by proximity, distribution and custom variables | ||
| Routing | ||
| Fine-route for drivers and get turn-by-turn directions | ||
| Print routes | ||
| Save routes | ||
| Send routes to mobile view | ||
| Mobile Sales Productivity (Mobile-only license includes just these features) | ||
| Share multiple datasets to mobile devices | ||
| Secure your data with EasyTerritory authentication | ||
| Identify and filter data on your mobile map | ||
| Leverage device’s GPS to do on-the-fly routing | ||
| Administration | ||
| Add and manage EasyTerritory users | ||
| Manage user projects | ||
| Create and manage groups (groups support project and data access to specfic users) | ||
| Create and manage catalog data layers | ||
| Advanced application level settings | ||
| Monitor system logs | ||
| Technical Details | ||
| Hosting in the world-class Microsoft Azure cloud (cloud option) | ||
| Supports Azure AD and ADFS 2016 (OpenId Connect) | ||
Request your free trial of EasyTerritory today
