Territory Design and Management Platform

Territory Design and Management Platform

BoogieBoard territory planning platform interface showing collaborative territory design tools, stakeholder approval workflows, and AI-powered territory optimization dashboard for sales teams.

Plot Twist:
You’re in Control

Track every territory change, assignment, and sync conflict all from your Territory Mission Control.

BoogieBoard territory planning platform interface showing collaborative territory design tools, stakeholder approval workflows, and AI-powered territory optimization dashboard for sales teams.

Your Command Center for Territory Management

BoogieBoard's Territory Dashboard turns a complex planning process into a single source of truth. From project management to live territory monitoring, CRM syncs, and role overlays, it brings order, visibility, and control to every stage of territory design and day-to-day management.

Streamlined Territory Project Management

Stop juggling spreadsheets and endless email threads. The dashboard codifies your entire territory planning process, surfacing tasks, tracking progress, and simplifying collaboration with stakeholders, all in one organized workspace.

Real-Time Territory Monitoring

Track every change as it happens. See when accounts are added or removed, review historical assignments, monitor segmentation shifts, and decide how updates should be handled—all with full visibility and control.

BoogieBoard territory monitoring dashboard interface showing real-time territory changes, account assignments, and historical territory tracking with full visibility and control for territory managers
BoogieBoard CRM sync and role overlay management interface showing territory assignments, role definitions, and automated sync rules for clean, conflict-free territory data management

Roles, Overlays, and CRM Sync

Instantly understand who covers what. Manage territory assignments, handle role overlays, add or remove headcount with confidence, and define CRM sync rules to ensure data stays clean and conflict-free.

Customer Case Study

BoogieBoard Partners with 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.

Find out how Alli Manning, COO, navigated the tricky challenges that arise when shifting to an account based selling model and the tools she used to get the job done.

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

Start designing territories today