
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.