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These are the distinct books of business that BoogieBoard will calculate and balance. The more territories or "target account lists" you need to manage, the higher tier of service you will fall into.

At the MAX tier, additional 50 territory bundles can be added for $1,250 per month.

BoogieBoard provides a centralized platform where RevOps and stakeholders can collaborate, manage feedback, track change requests, and maintain a complete history of territory design changes, ensuring transparency and stakeholder alignment throughout the planning process.

ICP (Ideal Customer Profile) integration allows you to optimize account distribution by incorporating firmographic data and customer profiles into territory design, ensuring sales efforts focus on the highest-value accounts that align with your ideal customer characteristics.

Territory scenario modeling enables you to create multiple what-if territory designs, test different balancing metrics, analyze territory equity effects, and compare account distribution outcomes before finalizing your territory plan.

Territory plan memorialization provides comprehensive documentation and storage of territory designs with complete change tracking, creating a historical record for year-round territory management and serving as a foundation for future planning seasons.

Sales territory planning is the process of dividing markets into specific geographic or account-based areas assigned to individual sales representatives. Effective territory planning ensures balanced workloads, fair quota distribution, and maximized sales potential.

AI analyzes vast amounts of data including account values, geographic factors, sales history, and market potential to suggest optimal territory boundaries. This eliminates manual guesswork and creates more equitable, data-driven territories that improve sales performance by 4x faster than traditional methods.

Yes, BoogieBoard integrates with popular CRM platforms including Salesforce, HubSpot, and Microsoft Dynamics 365. Features include out-of-the-box CSV integration, live sync capabilities, custom field mapping, and direct API connections for seamless territory management.

Automated territory planning uses AI algorithms to generate balanced territories based on multiple criteria including revenue, geography, account count, and custom metrics. BoogieBoard's automated territory balancing reduces planning time from months to minutes while ensuring fair quota distribution.

BoogieBoard offers native Salesforce integration with real-time territory visibility, plug-and-play ETM support, territory hierarchy sync, and advanced security compliance. Territories can be automatically deployed to Salesforce with custom field mapping and direct API connection.

AI territory planning uses machine learning algorithms to automatically generate balanced sales territories based on multiple criteria including revenue, geography, account count, and custom metrics. It reduces planning time from weeks to hours.

Clients using BoogieBoard complete territory planning 4x faster than traditional methods, with 86% reporting increased cross-department collaboration and 95% achieving greater sales rep satisfaction.

BoogieBoard can create perfectly balanced territories in minutes, not months. Our AI-powered automation analyzes your account data and generates equitable territory assignments with just a few clicks, dramatically reducing planning time from weeks to minutes.

BoogieBoard uses advanced AI algorithms to eliminate manual spreadsheet calculations and subjective decision-making. Our platform analyzes vast amounts of account data against your ICP with lightning speed, ensuring data-driven, equitable territory distributions every time.

Yes, BoogieBoard excels at both geographic territories and account-based territory design. Our GeoAware technology optimizes geographical regions while our AI planning features create targeted account lists, giving you the flexibility to break free from traditional geographic constraints.

GeoAware territory optimization is BoogieBoard AI-powered technology that creates perfectly balanced geographical territories by analyzing account data and geographic boundaries. It cuts territories by states, counties, postal codes, or metros while ensuring equitable distribution and proximity optimization for maximum sales rep efficiency. It is a blended approach where the algorithm tries to minimize distance while still creating balance.

Hybrid territory planning combines traditional geographic territories with account-based selling strategies. BoogieBoard blends geographic convenience with strategic account targeting, minimizing travel distances while ensuring balanced account distribution aligned with Ideal Customer Profiles for comprehensive territory allocation.

BoogieBoard uses artificial intelligence and advanced algorithms to analyze firmographic account data and generate balanced sales territories automatically. The AI processes vast amounts of data to create equitable territory distributions in minutes, replacing manual territory planning that traditionally takes months.

AI territory planning eliminates guesswork and subjective decision-making by analyzing account data against your Ideal Customer Profile (ICP). This data-driven approach ensures each territory is meticulously crafted to maximize revenue potential with precision and foresight that manual methods cannot achieve.

BoogieBoard AI can generate balanced, equitable sales territories in minutes rather than the months typically required for manual territory planning. The advanced algorithms process firmographic data and create optimized territory distributions with unprecedented speed and accuracy.

Account family management involves handling complex parent-child account relationships within sales territories. It includes managing corporate hierarchies, subsidiary relationships, and ensuring optimal territory assignments for related accounts while maintaining flexibility in rollup rules and account treatment.

BoogieBoard provides flexible hierarchy rules that allow you to define how parent and child accounts should be treated. You can set conditional logic based on geography, revenue, or firmographic data, rather than being forced into rigid one-size-fits-all rules across all territories.

Yes, BoogieBoard tracks upstream and downstream relationships dynamically. When mergers, re-orgs, or hierarchy changes occur, you can preview the impact, see which segments are affected, and rebalance territory ownership with conflict-free adjustments.

Unlike traditional systems that force rigid rules, BoogieBoard offers smart suggestions based on your territory structure, provides visibility into account groupings, and allows flexible conditional logic. You maintain control without being boxed into inflexible constraints.