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Overview

Bookbuilder enables dynamic books for reps

Bookbuilder must be enabled in your Gradient Works account. If you are a current customer and have questions, please contact [email protected].
The Gradient Works Bookbuilder module allows you to implement the dynamic books process with your reps. Whether you choose to replace your entire territory model with dynamic books or just need a fast way to manage account assignment, Gradient Works Bookbuilder has you covered.
Getting Started
Target books, account coverage, distributions and retrievals form the core of the dynamic books process. Get started with Bookbuilder by getting acquainted with each.
Target Books
Replace static territories with focused books of accounts based on your business goals and rep capacity.
Account Coverage
Get the intel necessary to focus reps on their best accounts while also identifying and closing market coverage gaps.
Distributions
Automatically distribute accounts to your 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 unengaged accounts.

Welcome

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Last modified 2mo ago