Territory planning software that replaces spreadsheets

Carve is territory planning software for B2B sales teams. Describe your rules in plain language and get a fair, documented territory plan in minutes, not weeks.

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Spreadsheets aren't territory planning software

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Traditional territory planning runs on spreadsheets and takes weeks, and that's when nothing changes. Requirements shift mid-carve. Headcount changes. A manager leaves. You rebuild from scratch.

  • Some reps sit on territories packed with high-potential accounts they can't possibly work. Others fight for scraps.
  • Plans are outdated before reps ever start working them.
  • Leadership alignment takes as long as building the plan, defending one option instead of choosing from several.
  • New headcount or a sudden departure can trigger a full re-carve at any time, with no runway to do it right.

Territory planning software that does the carving for you

Carve is Gradient Works' territory planning software that replaces spreadsheets with conversational AI. Tell it what you need (headcount, verticals, fairness constraints, holdovers) and it generates a plan with documented reasoning for every assignment.

Run multiple scenarios in the time it used to take to build one. Present options to leadership instead of defending a single spreadsheet. When reps push back, you have the data to answer them.

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What customers say

"Our VP of Sales was pleased. I showed him three separate carves so he was able to choose the version he liked most. This was a HUGE bonus being able to let the VP choose and not needing to manually carve it."

Head of Revenue Operations, Attentive

"I've carved territories the last 10 years, right? It's never fun. It's something I want to basically eliminate from my job. But after using Carve: I'm looking forward to doing my next carve."

Palen Schwab, Head of Revenue Operations, Liquibase

"For a two-person team like ours, we can now do things at a level and scale that would usually take a 5, 6, or 7-person RevOps organization."

Parker Tipton, Head of Field Ops, Forter

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Results from teams like yours

For RevOps

Territory planning 5x faster, on average. SPINS cut 3 days to a couple of hours. Attentive cut two weeks to a single afternoon.

For sales leaders

Present 3–4 scenarios instead of 1 plan. Every account assignment comes with documented reasoning reps can't argue with.

For lean teams

Forter's 2-person RevOps team handles territory work that would typically take a 5–7 person org.

Territory planning, end to end

Fair territories require more than a good carve. Gradient Works connects account scoring, territory planning, book management, and routing into one workflow — so your plan holds up in production.

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Every scenario comes with a full analysis

Running scenarios is only part of the work. The results still need to be communicated. 

Carve handles that automatically. When you run a scenario, it generates a complete analysis dashboard: metrics, charts, maps, and AI-written narrative. Ready in the analysis tab instantly. 

Better yet, this dashboard is fully customizable in seconds. Ask for any additional chart or map in plain language, and Carve will generate it for you. 

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Territory planning software FAQs

What is territory planning software?

Territory planning software automates the process of assigning accounts to reps — scoring accounts, building fair territory scenarios, and pushing the results into your CRM — instead of manually carving assignments in spreadsheets. Gradient Works' territory planning software, Carve, builds plans from account fit scores and deploys directly to Salesforce.

What should I look for in territory planning software?

Look for account scoring (not just geography or headcount), scenario modeling so you can compare options before committing, documented reasoning for every assignment so reps and leadership can see why a territory was built the way it was, and a direct path into your CRM so the plan doesn't sit in a spreadsheet. Carve covers all four.

How much does territory planning software from Gradient Works cost?

Our pricing depends on team size and account volume. See pricing → or try Carve free to model a scenario before talking to sales.

Does territory planning software replace Salesforce?

No, territory planning software like Carve works alongside Salesforce, not instead of it. Carve handles the scoring and scenario design, then pushes finished territory assignments directly into Salesforce as the system of record.

Build your territory plan today

Try Carve free and see how long your next territory carve actually takes.

Try it free Request a demo