Multiple Territories
Support flexible territory assignments so your customers are completely covered across every touchpoint, even during change periods.
Territory management in your favorite CRM is finally easy. BoogieBoard turns ETM into a clean, automated engine for account coverage, role assignment, and opportunity routing.
Support flexible territory assignments so your customers are completely covered across every touchpoint, even during change periods.
Assign the right mix of sellers, CSRs, and specialists to each territory so coverage stays clear and consistent.
Leverage built-in opportunity routing using custom rules engines built in BoogieBoard and pushed to ETM.
Easily manage multi-product and overlay teams with clear territory assignments that reduce conflict and create consistent focus for every seller.
Get started with BoogieBoard's AI territory design in four simple steps. From data upload to balanced results in minutes.
Seamless integration in under 5 minutes
Visual drag-and-drop interface
One-click deployment to Salesforce
Automated territory management
Connect BoogieBoard with your existing sales ecosystem. Our native integrations ensure your territory planning fits perfectly into your current workflow without disrupting your team's productivity.
Sync territories directly with HubSpot CRM. Features out-of-the-box CSV integration for a modern territory management solution.
Native Salesforce integration built for modern territory management. Sync data automatically and import custom objects to match your sales workflow.
Enterprise-grade integration with Microsoft Dynamics 365. Seamlessly manage territories within your existing Microsoft ecosystem.
We work with your technical team to build custom integrations with any CRM or sales platform. Our REST API and webhook support make integration straightforward.
Take action now to transform your territory planning process with BoogieBoard's innovative solutions.