Territory Design Services

Custom Territories
that Drive Outcomes

Person on computer directing territory design

Don’t enter the planning season alone. BoogieBoard consultants and our AI software are here to guide you through the design process.

Whether you need help with geographic territories, target account lists, or existing customer books of business, BoogieBoard designs your coverage models quickly and fairly.

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RevOps professional collaborating with BoogieBoard design consultants, adding comments to territory design results to ensure balanced and effective coverage models.

We divide, you conquer.

Headshot of Meredith Dowd, VP of Revenue at Sana, featured in a testimonial carousel highlighting their experience with BoogieBoard.

"BoogieBoard just works. It saved weeks of time that would've been spent in spreadsheets and created perfectly equitable territories."

Meredith Dowd

VP, Revenue Operations

End-to-end consulting engagements

No software implementation. Engage our team of design pros during planning season and don’t worry about anything after that.

No drawing complicated maps. Our GeoAware products do this for you. And since you’re leveraging our services, we’ll use these tools to support the design.

No arguing over fairness. We'll give you a quantitative backbone to socialize with your stakeholders. No more ambiguity or complex explanations to Sales.

No more delay. Get accounts to sellers and customer managers quickly so there’s no lapse.

Visualization of sales rep Ryan’s accounts in BoogieBoard, showing two selected accounts with a comment, ‘Keep these accounts with Kyle,’ illustrating collaborative adjustments to the algorithm’s proposed territory changes.

Territories carved and delivered

Forego the hassle of implementing, learning, and managing yet another software (or forgetting its existence altogether). Let the experts at BoogieBoard handle the heavy-lifting of territory design.

  • A guided process from discovery to data gathering to territory design
  • A proprietary algorithm that delivers perfectly balanced territories
  • Territories tailored to your business criteria and goals

Our simple and straightforward approach will have you breezing through planning season - with ample time left to unwind on the beach!

“Carving territories is always painful. It is like doing your taxes. BoogieBoard is the TurboTax of territory carving ."

“Implementing BoogieBoard was as easy as it could be... Ultimately, we ended up with some strong territories and very happy sellers ."

Headshot of Alli Manning, COO at Challenger Inc, featured in a testimonial carousel highlighting their experience with BoogieBoard. Alli Manning • COO at Challenger Inc.

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.

Read more

Territory Design

Our White Glove Approach

How does it work?

​

1. Prepare

  1. Align project goals
  2. Implement BoogieBoard’s change management best practices
  3. Implement BoogieBoard project management asset
​

2. Build the existing model

  1. Ingest your account data into BoogieBoard
  2. Ingest your organizational structure into BoogieBoard
  3. Ingest your business logic into BoogieBoard
  4. Lock accounts that can’t move
​

3. Analyze

  1. BoogieBoard generates summary reports at territory and account levels
  2. Review and analyze with stakeholders
​

4. Set Balancing Goals

  1. Input the desired goals for your territory model
  2. Whether its Named Account Lists, GEO, Vertical, Existing Customer Books of Business, or a combination…Tell BoogieBoard what you want it to produce
​

5. Design Scenarios

  1. Push ‘go’ and BoogieBoard produces a balanced design
​

6. Iterate

  1. Repeat steps 3-5 until you have a result that works
​

7. Operationalize

  1. Push account ownership or business logic to CRM.
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Screenshot of BoogieBoard’s current state territory summary, displaying numerous red cells that highlight imbalances in the existing territories, providing a clear starting point for improvement.

Your "State of the Union"

We start your engagement by getting a deep understanding of how things sit today. See all that red? We’ll work to get rid of that.

Set your goals

Decide which balancing goals are important for your territory design. We  work with you to prioritize these and weight the BoogieBoard algorithm, ensuring the final results are perfectly balanced.

Screenshot of BoogieBoard’s territory summary screen displaying all green cells, indicating perfectly balanced territories and equitable distribution of accounts across sales representatives.

Let's Boogie!

Ahhh…all green. Enjoy your newly designed and balanced territories.

Start designing territories today