BoogieBoard FAQ
Territories are hard, we're here to help
Frequently Asked Questions
Do you have a territory planning template I can use this planning season?
Yes, one of our most valuable resources is our territory planning notion template to help streamline your planning season. This template is designed to assist with mapping, balancing, and optimizing territories to ensure fairness and maximize potential. Read the full guide to territory planning here.
How does AI fit into territory planning?
With the introduction of AI, we are now able to quickly create territory permutations and score them against our desired balancing goals. The sheer number of possible scenarios is mind boggling (see this post from our CEO), and, withouth AI, would take humans forever to find the perfect results. AI solves this for us in seconds.
How can I carve georaphic terriories?
The traditional way of carving geographic territories requires time, spreadsheets, and a mapping tool. These approaches are time consuming and prone to imbalance. Another option is to use BoogieBoard's AI-powered territory design platform to instantly carve traditional geographic territories or hybrid, GeoAware™ territories.
How do I distribute the results of my territory planning? Is there a good template?
Yes! You can downlod our free Google Slides territory presentation and rebrand it for your business.
What are territory mapping and design best practices?
Leverage data to identify high-potential client profiles and balance territories based on customer demographics, geography, and account size. Regularly review and adjust territories using a territoriy platform like BoogieBoard to ensure optimal coverage and alignment with business goals. Watch this great interview with Watershed where Trevor outlines his territory best-practices.