BoogieBoard for Operations

Simplify the territory
planning process

Alli Manning, smiling, with the quote: 'Carving territories is painful. Like doing your taxes. BoogieBoard is the TurboTax of territory carving.' Below, a large ‘Generate Territories’ button with a poised finger, symbolizing simplicity and ease of use.

How would you like an “easy” button for territory planning? Congratulations, you found it!

Revenue Operations Teams Love BoogieBoard

But why BoogieBoard?

Because it’s really frickin’ easy.

Bring together RevOps, Sales, Finance, and Leadership in a single platform for streamlined territory planning.
Create balance goals and carve territories with a button click.
Quickly build multiple what-if scenarios.
View and export summary tables, maps, territory definitions.
Integrates directly with Salesforce and Hubspot.

4x Faster

Clients using BoogieBoard for the first time complete territory planning over 4 times faster than the previous year.

86%

Clients report an increased cross-department collaboration and stakeholder alignment with BoogieBoard.

95%

Clients report greater sales rep satisfaction with their territories.

Easily create balance goals and generate summary views

Decide which metrics and account attributes are most important to create balanced territories. These balancing goals will inform the columns generated for the territory summary views.

BoogieBoard balance goal creation interface showing annual revenue bands configuration and territory summary view with new balanced columns for streamlined revenue operations planning — BoogieBoard balance goal and summary view screenshots demonstrating territory planning interface.

Balance territories with the click of a button

BoogieBoard’s AI-powered territory design algorithm generates hundreds of possible territory designs, sorting them by optimization score and built to minimize account transition.

BoogieBoard optimization score results dashboard showing AI-powered territory balancing effectiveness with performance metrics and territory alignment scores for revenue operations teams — BoogieBoard optimization score screenshot demonstrating AI territory balancing results.

BoogieBoard GeoAware mapping interface displaying account lists and geographic territories with advanced clustering technology for balanced territory design and geographical consistency — BoogieBoard mapping tool screenshot with GeoAware™ technology for geographic territory planning.

Generate account lists, geographies, or both

Whether you need to create targeted account lists or geographically based territories, BoogieBoard creates perfectly balanced territories every time. BoogieBoard’s GeoAware™ technology ensures that even account lists fall into geographical clusters to maximize both equitability and geographical constancy.

Hear it from Challenger Inc

Amidst a hectic planning season and faced with a transition away from traditional "geo-based" sales territories, Challenger Inc, the company behind the bestselling book, The Challenger Sale, chose BoogieBoard as their territory design partner.

Optimizing for timezones

Challenger wanted to ensure territories were not only equal but optimized for timezones. Alli didn't want reps to have to call into different timezones and didn't want to sacrifice equity to achieve this goal.

Luckily, BoogieBoard's balancing algorithm is GeoAware™ and can balance territories based on rep location, keeping accounts within specific geographical areas or loosely clustered by state, ZIP, or timezone!

Read the case study

Collection of business books published by Challenger Inc including The Challenger Sale bestseller, demonstrating their sales methodology expertise and successful partnership with BoogieBoard for territory optimization — Challenger Inc book collection demonstrating their expertise in sales methodology and BoogieBoard partnership.

Seamless CRM Integration

Connect BoogieBoard with your existing sales ecosystem. Our native integrations ensure your territory planning fits perfectly into your current workflow without disrupting your team's productivity.

HubSpot Integration

Sync territories directly with HubSpot CRM. Features out-of-the-box CSV integration for a modern territory management solution.

Out-of-the-box CSV Integration
Territory Assignment Automation
Direct API connection Coming Soon

Salesforce Integration

Native Salesforce integration built for modern territory management. Sync data automatically and import custom objects to match your sales workflow.

Real-time Territory Visibility
Plug-and-Play ETM Support
Direct API connection

Microsoft Dynamics 365

Enterprise-grade integration with Microsoft Dynamics 365. Seamlessly manage territories within your existing Microsoft ecosystem.

PowerPoint Exports
Built-in Teams Collaboration Coming Soon
Direct API connection Coming Soon

Simplify the territory
planning process

Revenue Operations Teams Love BoogieBoard

But why BoogieBoard?

Because it’s really frickin’ easy.

4x Faster

86%

95%

Easily create balance goals and generate summary views

Balance territories with the click of a button

Generate account lists, geographies, or both

Hear it from Challenger Inc

Optimizing for timezones

Seamless CRM Integration

HubSpot Integration

Salesforce Integration

Microsoft Dynamics 365

Need a Custom Integration?

Start designing territories today

Revenue Operations Teams Love BoogieBoard

Because it’s really frickin’ easy.

4x Faster

86%

95%

Balance territories with the click of a button

Generate account lists, geographies, or both

Optimizing for timezones

HubSpot Integration

HubSpot Integration Features

Salesforce Integration

Salesforce Integration Features

Microsoft Dynamics 365

Microsoft Dynamics Integration Features

Need a Custom Integration?