Territories. Always on.

Bookbuilder is a native Salesforce package that manages dynamic account books, automatically assigning and refreshing accounts for each rep based on fit, timing, and capacity.

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Bookbuilder - Pipeline Overview Dashboard

Better books. More pipeline. Less effort.

Bookbuilder replaces manual territory maintenance with a continuous cycle. It fills each rep’s book from a scored pool, pulls back unworked accounts, and rebalances automatically — all inside Salesforce.

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Live Territory Definitions

Build a new kind of territory with Target Books

Target books define book size, ICP criteria, and segment mix per role. One template, applied across the team. Bookbuilder keeps every rep's book aligned to it continuously.

Bookbuilder automated account distributions

Automated Account Assignment

Distribute and retrieve accounts with precision

Distributions fill open capacity with the highest-scoring accounts from the pool. Retrievals pull back unworked accounts automatically. Books stay balanced without manual intervention.

Powerful Feedback Loops

Tag and return accounts as reps engage

Reps tag accounts with return reasons as they work — bad data, no fit, timing wrong. That feedback sharpens scoring and selection over time. The pool gets smarter with every cycle.

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Salesforce-Native

Work great accounts without learning another tool

Bookbuilder runs as a Salesforce managed package. Reps see a scored, prioritized book in standard list views. Every assignment and return tracked in native fields, no data leaving the org.

Built for the whole team

Bookbuilder turns static patches into focused, prioritized, dynamic books where accounts are automatically assigned and refreshed.

RevOps - No more annual re-carves. Bookbuilder keeps every book balanced through continuous automation.
Sales leaders - Every rep gets an equivalent book. Balanced attainment, one more opp per rep per month.
Reps - A focused book of 100–250 great accounts. Save 1–2 hours a day. Less researching, more selling.

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"This has been my favorite transformational system change for our business. You're never going to get it right the first time, creating channels to get feedback and figuring out how to implement it is how this works."

Nora Soza, Sr Director GTM Strategy & Operations, Box

"Each AE shouldn't have more than 100 accounts in their name. More than that takes away our ability to work them. If they're not doing the outreach, we need to take them out of their name."

Brandon Smith, Head of Sales Operations, QuotaPath

"With dynamic books, we can quickly react to what's going on in the market and refocus our energy on industries where deals are still moving."

Kevin McKeown, CRO, Beekeeper

Account scoring flows in. Pipeline visibility flows out.

Bookbuilder draws from Market Map scores to decide which accounts fill each rep's book. The highest-scoring accounts fill open capacity first — reps don't need to know why an account ranked, they just work it.

Analytics tracks whether books are being worked. Coverage reports generate automatically when a target book is set up, so RevOps sees worked vs. unworked accounts from day one.

Bookbuilder FAQs

What is Bookbuilder?

Bookbuilder is Gradient Works' account book management product. It automatically assigns high-fit accounts to reps in focused books of 100–150 accounts at a time, and reclaims accounts that reps aren't covering so they can be reassigned. Reps always have a current, quality book — without manually prospecting for accounts.

How is a dynamic book different from a territory?

A territory hands a rep thousands of accounts and tells them to prioritize. A dynamic book is a smaller, curated set of the highest-fit accounts available to that rep right now. When an account is worked and moves on, Bookbuilder automatically replaces it with the next best one. The book stays small, fresh, and full of accounts actually worth calling.

What does Bookbuilder do when a rep isn't working their accounts?

Bookbuilder retrieves accounts that have gone untouched past a defined threshold and makes them available for redistribution. This prevents account hoarding — where accounts sit in a book for months with no activity — and ensures your best accounts are always getting worked.

Who configures and uses Bookbuilder?

RevOps configures Bookbuilder: they set the target book size, scoring criteria, retrieval rules, and distribution logic. Reps and managers see the output — their current book of accounts — through Salesforce. No rep-side configuration is required.

Put Bookbuilder to work for your team

Start with a free account or talk to us about your coverage challenges.

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