A complete dynamic books platform, built for sales teams
Account books should never be static. Generate more pipeline with dynamic account assignment.
Gradient Works enables sales teams to adopt dynamic books, increasing pipeline by ensuring the right reps are always working the right accounts.
Our software is built on the idea that you can drive sales efficiency through continuous, dynamic account coverage.
Gradient Works is a managed package in Salesforce. It's everything sales teams need to manage dynamic account distribution - who works which accounts when.
How dynamic account coverage can benefit your team
Focus reps on the highest-potential accounts
Create 20% more opportunities
Initiate 66% more touches with target accounts
Better data hygiene
Access reliable engagement data
Eliminate manual RevOps effort
Clean CRM data with regular returns
More reps on quota
Keep rep books balanced
Book 45% more meetings
Give all reps get a fair shot to hit quota
No more missed deals
Identify gaps in addressable market
Never miss out on a good opportunity
Uncover hidden accounts in your CRM
Build better books for better performance
Static territories are inefficient. Gradient Works Bookbuilder improves rep productivity by dynamically assigning high-priority accounts to available reps. Reps always know where to focus and get a fair shot at hitting quota.
Target Books. Replace static territories with focused books of accounts based on your business goals and rep capacity.
Distributions. Automatically distribute accounts to reps that match their target book criteria. No spreadsheets required.
Retrievals. Make sure your reps cover their accounts with an automated use-it-or-lose-it process for engaged accounts.
Fast, flexible lead and account distribution
Gradient Works Routing is an adaptive distribution engine that goes beyond simple round robin to be sure reps get the right accounts at the right time.
Instant, accurate lead distribution
Powerful matching capabilities
Assign any type of Salesforce object to any user using any field
Route on buying signals like inbound leads, intent and product usage
Trigger distributions on rep handoffs to move ownership from BDRs to AEs, AEs to AMs, and more
Identify gaps in market coverage
Introducing Account Coverage - an entirely new lever for sales teams to help reps stay focused.
Account Coverage provides intelligence that helps sales leaders understand how they’re covering their market and identify opportunities for improvement in account allocations.
Whether or not you’re ready to adopt a dynamic books model, our Account Coverage intelligence helps you drive more pipeline no matter where you are in your territory journey.
“Gradient Works played a key role in overhauling every rep handoff throughout our customer lifecycle - including lead routing, opportunity assignment, and customer account assignment. It’s allowed all our client-facing teams to work that much more closely and efficiently together.”
“Gradient Works Assignment has quickly become an essential part of our sales and martech stack. We did an early pilot with Gradient Works and after using it for a few months, knew we would be able to replace our existing routing solution and haven’t looked back since.”
"Aside from the benefits of making sure the team is focused on the right accounts and ensuring we're not wasting quota capacity, the planner in me is excited to have actual reliable data I can use to do capacity planning in the future. We'll have a much more accurate view of supply and demand and how we can align the two, which will make scaling our revenue growth about 1000% simpler."
“We’ve been able to change the way we manage the flow of our entire sales process. Gradient Works has helped us increase our revenue velocity - optimizing who’s receiving what and reducing latency across our sales cycle.”
"With Gradient Works, we've been able to move to a much more dynamic account allocation model, and we're seeing improvement across the board. It's been truly transformative."
“We’ve automated our MQL distribution process with Gradient Works, which has been instrumental to scaling our sales organization for the next stage of our company’s growth.”
Customizable and flexible, so it fits your unique process
Gradient Works is built to be adaptable to your organization. You can be confident it will work for your team, regardless of what processes make your team unique.
Scheduled, recurring and ad-hoc distributions and retrievals
Target books built around your business goals
Adjustable rep capacity and availability settings
Customizable instrumentation of what it means to engage an account
Integrations with all the tools your team already uses, like Salesloft, Outreach, Google, Microsoft, Slack and more
Advanced Salesforce Flow capabilities for custom automations
Make your RevOps team happy
Save time for your RevOps team by automating manual tasks and eliminating spreadsheets in your account assignment process. Plus, we've built in a number of ways to improve Salesforce data hygiene.
Mass transfer accounts and replace spreadsheets and data loader
Automatically remove accounts from reps when they’ve stopped engaging
Enable reps to return accounts that need data updates
Set up flexible matching using fuzzy, exact or domain matching on leads, contacts and accounts
Keps reps focused on the right accounts
Be sure you cover the best accounts in your CRM with continuous account allocation based on rep capacity and prospect lifecycle. Stop wasting quota capacity.
Schedule regular distributions and retrievals to keep reps fed and accounts fresh
Adjust your ideal book size for different groups of reps and account segments
Identify and automatically rebalance uneven books
Eliminate account hoarding and other bad behavior
The Gradient Works platform includes Bookbuilder and Routing, and pricing is based on the number of accounts under management by Gradient Works.
Moving from territories to books
Why have geographic territories outlived their usefulness? See what a better replacement looks like, and where we go from here.Read post
Implementing dynamic book management
Your sales team is ready for a more dynamic approach to account allocation. This guide outlines the 6 steps to prepare your sales organization to move...Download