A complete dynamic books platform, built for sales teams

Stop giving good reps bad accounts. 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 of high-potential accounts. 

Book Composition
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How dynamic account coverage can benefit your team

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Increased pipeline

Focus reps on the highest-potential accounts

Create 20% more opportunities

Initiate 66% more touches with target accounts

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Better data hygiene

Access reliable engagement data

Eliminate manual RevOps effort 

Clean CRM data with regular returns 

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More reps on quota

Keep rep books balanced

Book 45% more meetings

Give all reps get a fair shot to hit quota

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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

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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 target 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

Dashboard in Gradient Works

Account Coverage

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. 

Account Coverage
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“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.”

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“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.”

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"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."

Read their case study >

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“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.”

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Customizable and flexible, so it fits your unique process

customized for your team

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.

pricing starts at $200 purple