Opportunity is not distributed geographically

Download the implementation guide to dynamic book management

Implementing dynamic book management laptop cover-1

Transform your sales productivity with a more modern territory design. This free implementation guide outlines the 6 steps to prepare your sales organization to move away from static territories and to dynamic book management. Download the guide for tools to:

  • Audit your current territory design
  • Design your target books
  • Clarify your rules of engagement
  • Implement dynamic books in your Salesforce instance
  • Roll out the new territory design
  • Optimize your processes


Static territory design limits your attainment 

A traditional territory design model forces you to get it right the first time. A dynamic model allows you to respond to changes in your team or market immediately, and adjust as you need to.

With a new dynamic book management model, you can cover all the prospects in your TAM, keep rep books balanced, and continually improve your CRM data.

Changing a sales process like territory design is never an easy task, but hopefully this guide helps lay out a clear path to successfully rolling out dynamic book management.

Key takeaway: Dynamic book management ensures that all of your highest potential accounts are being worked. No more overlooked accounts.

Thinking about moving from static territories to a more dynamic model?

Gradient Works software provides dynamic book management so every rep has a fair allocation of accounts and a real opportunity to succeed. For inbound and outbound and every combination.