# BoogieBoard Reviews **Vendor:** BoogieBoard **Category:** [Sales Planning Software](https://www.g2.com/categories/sales-planning) **Average Rating:** 4.9/5.0 **Total Reviews:** 10 ## About BoogieBoard BoogieBoard is a two-part territory design platform: 1. Territory Suggestion Engine - Uses AI to automatically design sales territories - Balances accounts across sales roles and segments - Eliminates manual spreadsheet territory planning 2. Territory Design Home - Provides a single, shared workspace for territory planning - Gives full visibility into territory assignments - Allows real-time collaboration and territory adjustments How It Works: 1. Upload account and team data 2. AI generates optimized territory suggestions 3. Teams review, discuss, and refine territories in a collaborative interface Who Uses It: - Sales leaders - RevOps teams - B2B sales organizations that care about a smart approach to the market ## BoogieBoard Pros & Cons **What users like:** - Users praise BoogieBoard for its **automated territory management** , simplifying processes and providing excellent support throughout implementation. (5 reviews) - Users praise the **exceptional customer support** from BoogieBoard that enables quick setup and ongoing collaboration. (3 reviews) - Users find BoogieBoard's **ease of use** exceptional, streamlining territory management and enhancing productivity effortlessly. (3 reviews) - Users love the **mapping features** of BoogieBoard, enabling efficient territory management and clear visualizations for sales teams. (3 reviews) - Users praise the **effective territory planning tools** of BoogieBoard, enhancing organization and productivity for sales teams. (3 reviews) - Automation (2 reviews) - Users commend BoogieBoard for its **exceptional team collaboration** , enhancing productivity with superior customer support and effective territory management. (2 reviews) - Users highlight the **dedicated support and partnership** from BoogieBoard's team, ensuring successful implementation and tailored solutions. (1 reviews) - Users enjoy the **seamless CRM integration** of BoogieBoard, enhancing organization and boosting team productivity effortlessly. (1 reviews) - Customization (1 reviews) **What users dislike:** - Users find the **complexity of custom objects** in BoogieBoard overwhelming for their needs, complicating the experience. (1 reviews) - Users find the **one-size-fits-no-one territory feature** limiting and overcomplicated for their current needs. (1 reviews) - Users find the **mapping issues** in BoogieBoard to be overly complex and not suited for their specific needs. (1 reviews) - Users find the **object limitations** of BoogieBoard restrictive, feeling that they may not suit all needs effectively. (1 reviews) ## BoogieBoard Reviews ### 1. Invaluable Ease of Use with Responsive, Helpful BoogieBoard Support **Rating:** 5.0/5.0 stars **Reviewed by:** Christine V. | Director, GTM Operations, Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about BoogieBoard?** The product's ease of use is invaluable. It allows our Operations team to move more quickly, while ensuring Sales Leadership has a clear understanding of their territories. The BoogieBoard team has always been very responsive and willing to help us with any reworks based on feedback from our sales leadership. It was easy to get started with the tool, and when we had questions on features or functions, the BoogieBoard team was very helpful. **What do you dislike about BoogieBoard?** There are some growing pains with BoogieBoard, but that is to be expected with a fast-growing company **What problems is BoogieBoard solving and how is that benefiting you?** Historically, our approach to territory planning was very decentralized, with each sales team managing their own assignments. This process inevitably led to significant and frustrating inequities across the organization. Since partnering with BoogieBoard, they have truly become a seamless extension of our own team. Their powerful platform has been instrumental, allowing us to successfully create, centrally manage, and consistently maintain a complex global structure of over 100 territories, ensuring fairness and balance for everyone ### 2. Huge Time Saver for Territory Carving with Live Salesforce Data and Full Auditability **Rating:** 5.0/5.0 stars **Reviewed by:** Laura F. | RevOps Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2026 **What do you like best about BoogieBoard?** Before Boogieboard, we ran a fairly sophisticated, detailed process in Google Sheets. We had territory definitions, locking criteria, and balancing criteria, but we hadn’t validated any of it as best practice with anyone outside the organization. The sheet was so large that every refilter took 5–10 seconds to load. Mistakes were easy to make and hard to spot, and carving for ~40 reps took weeks. That meant we had to lock data weeks ahead of quarter end, and we still often saw changes. With Boogieboard, we gained a trusted partner to help validate our carving decisions. We now have live Salesforce data, quick and easy dashboards, full auditability of decisions, and a straightforward connection directly to our Salesforce ETM. We saved a huge amount of time and were able to do things we simply didn’t have the capacity for last time, like scenario planning and last-minute changes. Now that territory carving no longer ties up our capacity the way it used to, we’re looking forward to treating it as an ongoing maintenance activity instead of a major, time-consuming project. **What do you dislike about BoogieBoard?** I can’t think of anything specific. The product is still evolving, so we’ve shared feedback on features and views that would be helpful for our team. Tyler and Kevin have been extremely responsive, taking our input seriously and even building what we need on the fly. We’ve had to adjust how we think about a few things as we move from Google Sheets to a true SaaS solution, but I see that as a normal part of adopting a new process. **What problems is BoogieBoard solving and how is that benefiting you?** Boogieboard helps us segment our 130k accounts into clear territory definitions and equitably distribute those accounts across roughly 40 salespeople in eight sales teams. It does this quickly and easily, with full auditability and transparency throughout the process. Tyler and Kevin are experts we’ve relied on to help validate our assumptions at every stage. The tool’s ease of use and reporting make it possible for us to make fast decisions and revisions, share the resulting balance with leadership, and upload directly into Salesforce. As a result, we’re getting time back to focus on other parts of annual planning, and our RevOps team earns more trust from leadership because we can clearly trace our decisions back to the underlying logic. ### 3. BoogieBoard Makes Sales Territory Planning Effortless and Perfectly Balanced **Rating:** 4.5/5.0 stars **Reviewed by:** Skylar J. | Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2026 **What do you like best about BoogieBoard?** BoogieBoard completely transformed the way we carve territories for our sales reps. We used to manually carve territories in Excel, which was extremely tedious and prone to human error. With BoogieBoard, the territories are perfectly balanced across our specific criteria without manual intervention. It is also great to be able to visually see the territory splits and how the reps' books compare across the various parameters and share those visuals with sales managers. We also had fantastic support from Kevin and the BoogieBoard team that really allowed us to get up and running quickly. **What do you dislike about BoogieBoard?** Hardly anything! In general, our team likes to configure tool set-up ourselves, and with BoogieBoard, Kevin did most of the actual configuration and adjustments based on what we asked for. So in the future we are aiming to be more hands-on in the backend of the tool, but this really wasn't a blocker in any way during our implementation. **What problems is BoogieBoard solving and how is that benefiting you?** BoogieBoard completely transformed the way we carve territories for our sales reps. We used to manually carve territories in Excel, which was extremely tedious and prone to human error. With BoogieBoard, the territories are perfectly balanced across our specific criteria without manual intervention. Using BoogieBoard for our territory carve this year dramatically sped up our process and resulted in much more fairly carved books for the reps. ### 4. BoogieBoard Eliminated the Territory Black Box **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica W. | VP Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about BoogieBoard?** We had a lot of issues collaborating with Rev Ops and scaffolding different territory schemes prior to roll out. BoogieBoard helped bring the entire team in alignment allowing for creativity and open discussion. **What do you dislike about BoogieBoard?** It creates an immense amount of transparency for the sales team around HOW territories were constructed and what that means for the integrity of their book while that previously felt like it existed in a black box. **What problems is BoogieBoard solving and how is that benefiting you?** Annual and quarterly territory design and roll out had been a consistent nightmare for our Sales Leadership and Rev Ops team to align around. With Kevin's expertise and the BoogieBoard tool we were able to quickly and easily view different builds, make edits, and visualize the outputs for the team. ### 5. Incredibly Easy to Use with an Amazingly Responsive BoogieBoard Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about BoogieBoard?** Ease of use is incredible - the tool is very straight forward. When setting up the tool, we gave the BoogieBoard team our criteria and they handled the rest. Their team is amazing to work with - super responsive and hands on. **What do you dislike about BoogieBoard?** Only callout here is that we're not fully autonomous within the tool yet, but we'll get there! **What problems is BoogieBoard solving and how is that benefiting you?** We're a Global team serving hundreds of reps and hiring quickly. Managing territories out of sheets wasn't scalable or sustainable. We knew we needed a territory management tool to help us automate the process, move quicker, and allow us to rebalance/top off easily. ### 6. Automated Territory Modeling Made Easy—with Great Team Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2026 **What do you like best about BoogieBoard?** Working through territory models in spreadsheets is extremely difficult, each iteration requires a complete reworking of the books. With Boogieboard, you only have to manage the criteria and the creation of books is automated. It's so much easier and the team helped us every step of the way. **What do you dislike about BoogieBoard?** Territories are one size fits no one. The tool is extremely flexible to accommodate tons of scenarios, but that also means the custom objects in SFDC were a bit overkill for what we needed. Potentially something we'll grow into but we decided not to use them. **What problems is BoogieBoard solving and how is that benefiting you?** Allows us to quickly create territories using multiple criteria which normally takes a lot of time. The meant we could launch a new territory model in 1 month that normally would have taken 3+ months. ### 7. President of 1880 Warehouse & Transfer **Rating:** 5.0/5.0 stars **Reviewed by:** Zach M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2025 **What do you like best about BoogieBoard?** The Territory Designer is my favorite part of BoogieBoard. When managing a high number of reps and territories, the platform helps to take all of the guess work out of the equation and provide clear and concise direction for territory planning and implementation. **What do you dislike about BoogieBoard?** I do not have one thing I didn't like about the BoogieBoard platform. The entire product is intuitive, helpful, and easy to navigate. **What problems is BoogieBoard solving and how is that benefiting you?** BoogieBoard is helping me to solve territory planning and design for my sales teams. ### 8. BoogieBoard is Exceptional **Rating:** 5.0/5.0 stars **Reviewed by:** Michaela P. | GTM-Data Integrity Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2025 **What do you like best about BoogieBoard?** The team at BoogieBoard is exceptional. I have collaborated with Kevin Davis over the past two years to establish equitable geographic territories for our global sales organization. BoogieBoard's software and customer service are outstanding; they analyze your account data and recommend the most suitable territories based on your business needs. They also assist in creating new territory logic for Salesforce Territory Planning, previously known as Enterprise Territory Management (ETM), which is invaluable. BoogieBoard does not simply sell you a tool and walk away; they partner with you throughout the entire process, from defining new territories to communication and rollout. I look forward to partnering with BoogieBoard for our FY26 territory planning and beyond. **What do you dislike about BoogieBoard?** Nothing, I highly recommend BoogieBoard! **What problems is BoogieBoard solving and how is that benefiting you?** BoogieBoard's software and customer service are outstanding; they analyze your account data and recommend the most suitable territories based on your business needs. They also assist in creating new territory logic for Salesforce Territory Planning, previously known as Enterprise Territory Management (ETM), which is invaluable. BoogieBoard does not simply sell you a tool and walk away; they partner with you throughout the entire process, from defining new territories to communication and rollout. ### 9. Results Delivered **Rating:** 5.0/5.0 stars **Reviewed by:** Daire M. | Manager, Sales Strategy & Operations, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2025 **What do you like best about BoogieBoard?** The software and team at BoogieBoard are top notch. I worked with them at an org that was implementing geographic territories for the first time, and their consultative and thoughtful approach meant that we were able to implement a structure that was both tailored to the business, while also drawing on best practices. The biggest pro of working with BoogieBoard is that they are extremely focused on delivering results. They are not going to sell you a tool and walk away, they will partner with you all the way from determining your carving methodology, through communications and rollout. Kevin and his team are excellent and I would recommend them to any organization. **What do you dislike about BoogieBoard?** I struggle to think of anything here - BoogieBoard were very effective. **What problems is BoogieBoard solving and how is that benefiting you?** Territory carving, book balancing for Account Managers. ### 10. Awesome service, awesome team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2025 **What do you like best about BoogieBoard?** The mapping tools are easy to use and give a clear visual of territories, which makes assigning reps a breeze. I love how the reporting and analytics are right there. Plus, it syncs perfectly with our CRM, so everything stays updated without any hassle. It’s been a huge help for keeping things organized and boosting productivity across the team. **What do you dislike about BoogieBoard?** There were a few missing features when we first got rolling but the team has been excellent in adapting to our needs and we couldn't be happier now. **What problems is BoogieBoard solving and how is that benefiting you?** Making territory planning and management way less of a headache. Before, keeping track of territories and making sure reps weren’t overlapping or missing areas was a pain. Not to mention all the conversations around territory equity. Now, it’s all mapped out clearly, so there’s no guesswork or confusion. - [View BoogieBoard pricing details and edition comparison](https://www.g2.com/products/boogieboard/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+11%3A43%3A43+-0500&secure%5Bsession_id%5D=ed0b4308-d4e5-4990-978f-2971b54b49ca&secure%5Btoken%5D=5e1e7f993f520ebf5c35b45b665dbdaba4c658041595b4a3bb81642adf968668&format=llm_user) ## BoogieBoard Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## BoogieBoard Features **Routing** - Master Routing - Default Routes - Route Assignment **Sales Performance Features - Sales Planning** - Account Scoring - Revenue Planning - Account Segmentation - Sales Performance - Sales Forecasting - Integrations - Scenario Modeling **Scheduling** - Master Schedule - Constraints - Adjustments - ETA **Territory Management - Sales Planning** - Territory Management - Territory Planning **Optimization** - Priorities - Real Time - Dynamic Routing **Quota & Capacity Management - Sales Planning** - Quota Management - Capacity Management - Quota Planning **Analytics** - Performance - Time & Costs - Productivity **Agentic AI - Sales Planning** - Autonomous Task Execution - Multi-step Planning ## Top BoogieBoard Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,579 reviews) - [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) - 4.7/5.0 (3,407 reviews) - [Xactly](https://www.g2.com/products/xactly/reviews) - 4.2/5.0 (1,070 reviews)