BOOGIEBOARD FOR OPERATIONS

Simplify the territory
planning process

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

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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.

A series of screenshots from BoogieBoard showcasing the balancing goal process: the first screen displays the balancing goal user interface, the second shows the creation of a new balancing goal where annual revenue is divided into three user-defined integer bands, and the third highlights a territory summary view with the newly created revenue bands as columns, offering an organized overview of balanced territories.

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.

Screenshot of BoogieBoard results screen displaying the optimization score, emphasizing the effectiveness of the territory balancing process and overall alignment with set goals.

Screenshot of BoogieBoard mapping tool illustrating account lists and geographic territories, highlighting GeoAware™ technology for creating balanced, geographically consistent clusters.

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

Image of four books published by Challenger Inc, a happy BoogieBoard client, including the New York Times bestseller The Challenger Sale, showcasing their influential sales methodologies.

Experience seamless integration

BoogieBoard seamlessly integrates with your existing CRM and sales tools, making it easy to incorporate into your existing sales workflow. Our user-friendly interface and intuitive features make it simple for your sales team to adopt and utilize BoogieBoard without any disruptions to their current processes.