This has helped us get rid of manual spreadsheets and those Frankenstein territory maps. It integrates with our CRM to pull in up-to-date data and sync bi-directionally, so changes stay aligned on both sides. I also appreciate that we can apply custom logic and run different iterations of territory builds whenever we need to. The Boogieboard team has been a pleasure to work with and was extremely supportive throughout the entire process. Review collected by and hosted on G2.com.

At times, it was difficult to navigate between tables and maps, especially when switching across different iterations and cuts of the business. Secondly, we weren’t always able to fully drive changes within the tool ourselves, since certain updates required support from the BoogieBoard team. Most of this fixed itself with more practice and familiarity with the tool. Review collected by and hosted on G2.com.

We upgraded from spreadsheet based territory building with BoogieBoard. The biggest game changer here has been the territory balancing functionality, which allows us to create equitable territories based on multiple criteria rather than relying on a single rule or trying to workshop them together in a spreadsheet.

It's simple to apply new logic and test potential territory scenarios - we have a fairly large data set that it's able to run new scenarios on in minutes so it is no longer a massive time consumer to make territory adjustments.

We are able to give our sales leaders controlled levels of access so they can make adjustments themselves, reducing ops burden.

Hierarchies/logic are intuitive and easy to navigate as well.

Best pricing and contract terms out of several tools we've evaluated.

Additionally, Kevin, Tyler, and team has been incredibly responsive, communicative, and hands on throughout + post implementation. Review collected by and hosted on G2.com.

The only area I'd call out is the SFDC integration - I would not fully label it a downside but I wouldn't call it a true out of the box integration in our experience, although our use case has some complications. Easier to navigate if you have some SFDC knowledge or dedicated SFDC resources on your team.

This one can go either way - I think we'd appreciate a little more autonomy to make configuration changes without needing the BoogieBoard team to step in. However, if you're a small team or low on resources, it's also valuable to have an expert that can make the changes you need for you quickly. Review collected by and hosted on G2.com.

Territory cuts used to be a manual slog. BoogieBoard handles the actual carve-up, so balancing territories is a short exercise instead of a multi-day project. The rebalances come out even without me hand-tuning them. Support is the other half of it. Fast responses, and they actually understand what we're trying to do with our territory structure instead of pointing me at docs. Very willing to hop on a call and work through things. Review collected by and hosted on G2.com.

Nothing major so far. We've been happy with the product Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There are some growing pains with BoogieBoard, but that is to be expected with a fast-growing company Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Only callout here is that we're not fully autonomous within the tool yet, but we'll get there! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I do not have one thing I didn't like about the BoogieBoard platform. The entire product is intuitive, helpful, and easy to navigate. Review collected by and hosted on G2.com.