Your RevOps workflow,
rebuilt around territories

Multiple Territories

Support flexible territory assignments so your customers are completely covered across every touchpoint, even during change periods.

Role Mapping

Assign the right mix of sellers, CSRs, and specialists to each territory so coverage stays clear and consistent.

Auto Routing

Leverage built-in opportunity routing using custom rules engines built in BoogieBoard and pushed to ETM.

Scale Smarter

Easily manage multi-product and overlay teams with clear territory assignments that reduce conflict and create consistent focus for every seller.

How it works

Get started with BoogieBoard's AI territory design in four simple steps. From data upload to balanced results in minutes.

  1. 1

    Connect Salesforce and BoogieBoard

    Seamless integration in under 5 minutes

  2. 2

    Build your territory model in BoogieBoard

    Visual drag-and-drop interface

  3. 3

    Sync territories, rules, and assignments into ETM

    One-click deployment to Salesforce

  4. 4

    Drag users into roles and watch ETM run itself

    Automated territory management

Seamless CRM Integration

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.

HubSpot Integration

Sync territories directly with HubSpot CRM. Features out-of-the-box CSV integration for a modern territory management solution.

HubSpot Integration Features

  • Out-of-the-box CSV Integration
  • Territory Assignment Automation
  • Direct API connection Coming Soon

Salesforce Integration

Native Salesforce integration built for modern territory management. Sync data automatically and import custom objects to match your sales workflow.

Salesforce Integration Features

  • Real-time Territory Visibility
  • Plug-and-Play ETM Support
  • Direct API connection

Microsoft Dynamics 365

Enterprise-grade integration with Microsoft Dynamics 365. Seamlessly manage territories within your existing Microsoft ecosystem.

Microsoft Dynamics Integration Features

  • PowerPoint Exports
  • Built-in Teams Collaboration Coming Soon
  • Direct API connection Coming Soon

Start designing territories today

Take action now to transform your territory planning process with BoogieBoard's innovative solutions.