Happy new year!
In 2025, we scaled the Gradient Works product significantly to help more teams manage more of their account selection and assignment processes. And we know you've been just as busy, so you've probably missed some of the updates. Here's a roundup of what we shipped in 2025.
Gradient Works now supports both dynamic books and traditional territory models, helps you scale activity reporting, systematize a disqualification process for reps, and identify new and high-potential prospects. We do this through both our Salesforce managed package, Bookbuilder, as well as our web app.
What's new in Bookbuilder?
Bookbuilder, our Salesforce managed package, is the backbone of our dynamic books platform. And it now includes tons of reporting and other functionality for all sales teams, not just the ones with dynamic books of business.
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Pipeline Creation Analytics: We rolled out all new analytics in Bookbuilder. These reports are a huge improvement over the older Bookbuilder reporting, work a LOT faster, and have more useful pipeline creation and coverage metrics.
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Pipeline creation dashboard: Overview of recent pipeline creation activity
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Rep report: Detailed reporting into rep activity and pipeline creation
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Coverage report: Insight into coverage of a particular market segment
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Exports: You can export all this data for further analysis.
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Manager View: A reports-only view for frontline sales managers
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Rep View: A reports-only view for sales reps
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Activity Thresholds: More granular insight into how thoroughly reps are working their assigned accounts
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List-Based Distributions: Create a list in app.gradient.works and use it for distributions in Bookbuilder
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Target Books
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Queue weighting
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Better performance if you have lots of target books
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Filtering and search
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Recently Engaged Contacts: See exactly who reps have engaged with at any account
Note for managed package customers: If you're not on version 1.134 of the Salesforce managed package, it's time to upgrade! Go to the settings section of either the Bookbuilder or Routing apps. If you're on an older version, you'll see an active "upgrade" button - click it and you'll be set.
What's new in the Gradient Works web app?
Our web app, which includes Market Map, Carve and AI Researcher, has become a lot more robust over the past year, and includes a lot of functionality that isn't just limited to Salesforce. Here's what's new.
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Carve: Carve and rebalance territories
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Carve started in beta in August, and is now a full-fledged part of app.gradient.works. (You can sign up here for free!) Chat with our Carve AI agent and create or update balanced, intelligent territories with a fraction of the work.
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Market Map: Score and segment accounts, with better industry labels and clustering
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Integration with Carve, so you can use Market Map data to inform territory design
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AI Researcher: Enrich account data, now with an even smarter AI engine
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Select which OpenAI model you use for each research task
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Accuracy evals help the Researcher learn by rating results
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Lists: Create a list of accounts from a Salesforce report, get detailed reporting on that segment's performance
Sign up for beta access to Carve and Market Map for free!
Check out our help documentation for more details. And please reach out if you have any questions.
