Friday, 10 February 2012

Free Customer Mapping Software. Map Customers from Outlook to GIS Maps



Free customer mapping software has been on my list of wants for some time so I was delighted to find the Squork Mapping site gives you a free 14-day trial.  It's plenty of time to pin-up all of your customers and work out how you could get more from your sales and marketing activities.  I've been using Squork Mapping this week to publish the locations of all of my customers for free from my Outlook Address book.

Preparing my data.
1. This is pretty easy to do.  I first downloaded the CSV template from the site that opens up in Excel.  There are a number of different templates depending on which regions you are looking to map to.  As mine was UK it wasn't any trouble because the UK template comes with postcode referencing.
2. Then I exported my data from Outlook into a CSV format too.
3. The next (and trickiest task)  was to populate the CSV templace with my Outlook data.  I did this by opening both spreadsheets - the Squork Mapping CSV template and my Outlook export as a CSV - in Excel while dual-screening so that I could simply cut and paste a column at a time.
4. Next, I changed the names of the column headings in the spreadsheet so that Squork Mapping would pick up this detail and use it as field labels (cool!).

Now to the upload!
5. I logged into my Squork Mapping account and clicked on the Manage Data area, chose the Upload data screen.
6. I then walked through the Upload Data wizard that appears, selected my file and gave it a name (etc.)  All really easy!

...And that was it!


I've since gone back to the data and segmented it by the opportunity potential of accounts so that I can be more focused on the larger opportunities.  It's quite remarkable to see your own customers on a map.  It sets you thinking about all the things you SHOULD be doing to improve your marketing effectiveness!

I.

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