AI SALES TERRITORY DESIGN

Better Territories
No Spreadsheets

Ditch the spreadsheets and manual design process. Our AI-Driven territory planning platform suggests optimal territories with the click of a button.

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AI SALES TERRITORY DESIGN

Better Territories
No Spreadsheets

Sales territory map showing regional divisions for representatives before carving to make more equitable Summary table of current state sales territories comparing balancing attributes Sales territory map showing regional divisions for representatives after carving and making more equitable
Revenue Operations Teams Love BoogieBoard

Territories In Minutes,
Not Months

RevOps teams toil for months, crafting and refining territories. Countless hours are spent striving for objectivity and fairness to maximize sellers’ success. That’s why moving from manual spreadsheets and mapping tools to a fully automated, AI-based territory platform is so important. Here’s how BoogieBoard works:

Sync BoogieBoard with your CRM to pull in account and territory data. Or drive BoogieBoard with a CSV import.
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Define your sales organizational hierarchies, geographies, and segmentation rules.
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Balance territory metrics using account data and custom rules to make territories fair and quantifiable.
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View existing territory coverage, account location, and summary tables. Use BoogieBoard to auto-carve geography or generate account lists.
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Share BoogieBoard results with sales leaders and stakeholders. Give them access to make changes and give feedback.
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Screenshot from BoogieBoard showcasing available integrations with popular CRM and productivity tools. Screenshot from BoogieBoard displaying the hierarchy builder for defining sales organization structures, geographies, and segmentation rules. Screenshot from BoogieBoard showcasing the tool for setting and building sales territory balancing goals. Screenshot of BoogieBoard displaying geographical territory results with coverage visualization, location mapping, and auto-carved geographical territories. Screenshot of BoogieBoard activity stream showcasing user collaboration on territory design scenarios.
Visualization of sales territory mapping process using BoogieBoard
Visualization of sales territory mapping process using BoogieBoard
SALES TERRITORY OPTIMIZATION

We Divide, You Conquer

67%

of sales reps don’t expect to
meet their quota for 2024*

Why? Sales people are being set up to fail. Success starts with the right territories - with the right quotas - optimized with the right accounts and created in a fair and transparent way.

We believe that when sellers have full confidence that their territories are fair and their quotas are achievable, they perform better and stay with the company longer.

BoogieBoard for Sales Leaders
TERRITORY PLANNING PLATFORM

Territories in a Snap,
Not a Season

Want to make someone in RevOps sweat? Say the word “territories” during planning season 😰

Simplify the chaotic territory planning process with BoogieBoard - one home for all things sales territories.

Effortlessly design territories using different GTM scenarios. Allow stakeholders to comment on design, edit assignments, lock accounts, and approve territories all in one convenient place.

BoogieBoard for Revenue Operation
Visulization of sales territories balanced by three balancing goals.

More than a
mapping tool

BoogieBoard goes way beyond creating sales territory maps. By using AI, BoogieBoard suggests optimal territories whether your territories are geographic, industry-based, account-based, or anything in between.

Centralize territory design, management, and health. effortlessly comment, edit, approve, and store territories all in one convenient place.
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AI-Powered automation generates perfectly balanced territories in a few clicks. Create summary tables for a holistic view of account coverage.
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Create targeted account lists, geo-based territories, or a hybrid GeoAware™ book-of-business by balancing while limiting distance between reps and their accounts.
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View territory coverage and account locations anywhere in the world. Overlay heat maps from the US Census data or from your own custom data sources.
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Automatically adjust territories in real-time as new accounts, account data, market trends, changes are introduced to the model.
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Screenshot of BoogieBoard interface showing centralized territory design and management tools, with options to comment, edit, approve, and store territories in one platform. Screenshot of BoogieBoard’s AI-powered automation generating balanced sales territories with summary tables showing account coverage insights. Visualization of BoogieBoard’s GeoAware™ feature creating hybrid account lists and territories, balancing coverage while minimizing rep-to-account distances. Screenshot of BoogieBoard map showing territory coverage and account locations across Africa and Europe, with options for overlaying heat maps from US Census or custom data sources. Visualization of real-time territory adjustments on BoogieBoard, dynamically adapting to new accounts, data updates, market trends, and model changes

Cool kids use BoogieBoard

Implementing BoogieBoard was as easy as it could be. Ultimately, we ended up with some strong territories and very happy sellers.

Read the case study

Alli Manning

COO at Challenger Inc.

Headshot of Alli Manning, COO at Challenger Inc, featured in a testimonial carousel highlighting their experience with BoogieBoard.
Headshot of Alli Manning, COO at Challenger Inc, featured in a testimonial carousel highlighting their experience with BoogieBoard.

With BoogieBoard, we were done with territories in three weeks. The shining light was the equity -- the confidence that all reps had an equal shot at hitting their quotas.

Watch the case study

Trevor Hussey

RevOps at Watershed

Headshot of Trevor Hussey, RevOps leader at Watershed featured in a testimonial carousel highlighting their experience with BoogieBoard.
Headshot of Trevor Hussey, RevOps leader at Watershed featured in a testimonial carousel highlighting their experience with BoogieBoard.

BoogieBoard just works. It saved weeks of time that would've been spent in spreadsheets and created perfectly equitable territories.

Meredith Dowd

VP of Revenue at Sana

Headshot of Meredith Dowd, VP of Revenue at Sana, featured in a testimonial carousel highlighting their experience with BoogieBoard.
Headshot of Meredith Dowd, VP of Revenue at Sana, featured in a testimonial carousel highlighting their experience with BoogieBoard.

Start designing territories today