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.

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.

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.