Mapping Customers with Service2000*

Would it be helpful if you could see all of your customers on a map? Imagine what you can learn and the types of insights you can gain from seeing this information displayed on an interactive map.

Here is quick tutorial on how you can see your customers with Service2000 and Microsoft MapPoint.

1) Click "Reporting" from the Main Toolbar

2) Within Reporting, we select the "Mailing & Marketing" section which contains the "Customers" report we seek.  In this example, our final goal is to see all of our customers on a map, so we select "All Matching Customers" and click the "Go" button to run the report. Service2000 can narrow this report further to get a more specific list of customers, (i.e. only Active Customer's whose Zip matches "01776") but for this example we are going to view all customers.

3) Here are the results of the report as per our specifications. Now we click "Run" to save the list as a .csv (comma deliminted file) which we will open and view in Microsoft Excel.

4) Here is our customer list in Excel. We can sort it, re-arrange it, and even graph it if we want to. It is not necessary to view the .csv file in Excel if we want to view it in MapPoint, this image simply shows how the list appears in Excel.

5) After opening Microsoft MapPoint, we use the Import Data Wizard to import our customer list. We click "Next" to step through the Wizard and make any adjustments we desire and then click "Finish".

6) Here is the list of customers displayed on the United States map. There is a total of 6,000 customers each represented by a pushpin on this map.

7) With a simple click-and-drag action of our mouse, we zoom in for a closer look at customers located in the state of Michigan.

8) We can zoom in even further to get a closer view of customers within the Detroit area.

Congratulations! We just plotted "All Active Customers" on an interactive map that can be saved and scrutinized more closely later on.

MapPoint can go far beyond the features explored in this tutorial with extensive mapping and analysis capabilities such as population densities. This is just a glimpse of the power you possess when you combine Service2000 with Microsoft MapPoint.

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