Goodbye territory planning, hello books

Time for territory planning? There's a better way

A new approach to territory planning, built on best practices from top B2B inside sales teams

HubSpot Video


Introducing dynamic book management - a modern way of allocating accounts to sales reps, continually matching rep capacity with the best available accounts.

Dynamic book management ensures that all of your highest potential accounts are being worked, always. No more overlooked accounts. No more account hoarding. No more complex, time-consuming territory planning.

It’s a true alternative to traditional territory design that increases rep productivity and attainment. 

Learn how Omnipresent transformed their outbound sales processes with dynamic book management

Omnipresent increased opportunity creation by 16% in just a month with a dynamic books approach to territory design. Powered by Gradient Works Bookbuilder.

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What is dynamic book management?

Dynamic book management is a modern sales territory design model that continually matches available rep capacity with the best available accounts. 

Dynamic books allows sales teams to manage account supply and demand continuously. Best of all, dynamic books eliminates the need for annual territory planning and complicated territory spreadsheets.  

Traditional territory planning and management is inefficient and unfair. Built on best practices from high performing B2B inside sales teams, dynamic books is a new way of equitably allocating accounts to increase rep productivity.

The old way of doing territory planning 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. 

"When sales territories are out of balance, organizations spend too much money and time on low-potential customers, while spending too little on high-potential customers. As a result, sales organizations can leave millions of dollars in lost productivity unrealized."

The world's first dynamic book management software

Introducing Gradient Works Bookbuilder, the world’s first dynamic book management software. Gradient Works automates the full dynamic books process, ensuring reps always have balanced books with the highest-potential accounts.

Early Bookbuilder customers have seen incredible results, transforming their sales productivity by:

  • Working more accounts
  • Getting more reps on target
  • Ramping reps faster
  • Creating more pipeline
  • Saving hours of manual effort

Time to stop territory planning forever 

Never carve out a territory again. Move from territory planning to a truly dynamic, agile model. Learn more about dynamic book management and how it can save your team weeks of planning work, hours of manual effort every day, and increase pipeline.