Gradient Works Docs
ProductDynamic BooksPricingRequest Demo
  • Welcome
  • ACCOUNT RESEARCH
    • Overview
      • Features
    • Market Map
      • Account Import
        • Salesforce
        • HubSpot
      • Salesforce Integration
        • How to Install Similar Accounts Component
      • CRM Export
        • Salesforce
        • HubSpot
      • FAQs
        • Attributes in Market Map
    • AI Researcher
      • How to create & configure an AI Researcher
      • Writing effective prompts
      • Prompt examples
      • Managed AI Researcher
    • Lookalikes
    • Credits
  • Bookbuilder
    • Overview
    • Enroll Accounts
    • Target Books
      • Target Book Report
      • Edit Reps
    • Account Coverage
      • Market Coverage
      • Rep Coverage
      • Working Activities
    • Transfer Accounts
      • Concepts
      • Account Pool
      • Distributions
      • Retrievals
      • Returns
      • Templates
      • Scheduling
      • Troubleshooting
    • How-to Guides
      • How to Rank Accounts for Distributions and Retrievals
      • How to Use the "Is In" Operator
  • Routing
    • Overview
    • Dashboard
    • Round Robin Queues
      • Create Queues
      • User Availability Status
      • User Working Hours
    • Users
    • Capacity Meters
    • Lead and Account Matching
    • Automation
      • Automation Executions
      • Log Entries
  • Automation Builder Kit (ABK)
    • Getting Started
    • Actions
      • Assignment
        • Directly Assign Items
        • Round Robin Assign Single Item
        • Round Robin Assign Multiple Items
        • Schedule and Assign Single Item
      • Dynamic Books
        • Retrieval
      • Flow Lifecycle
        • Execute Subflow
        • Failed
        • Finish
        • Resume
        • Start
      • Leads
        • Convert Lead
        • Convert Multiple Leads
      • Logs
        • Log Message
      • Matching
        • Match Account to Account
        • Match Lead to Account
        • Match Lead to Contact
        • Match Lead to Lead
      • Next Steps
        • Add Person to Campaign
        • Add Person to Sales Engagement Cadence
        • Check Person Enrollment in Cadence
        • Create Task
        • Send Single Assignment Email
        • Send Slack Message
      • Users
        • Get Used Capacity
        • Update Capacity
        • Update Weight
      • Utils
        • Evaluate Domain against Denylist
      • Advanced
        • Build Record Map from Lookup
        • Build Record Map from Field
        • Build Text Collection from Field
        • Convert ItemAssigned to Assignment
        • Execute SOQL
        • Get Record from Record Map
        • Assign Pending Items for Multiple Queues
        • Assign Pending Items for Single Queue
        • Enqueue Multiple Items
        • Enqueue Single Item
    • Models
      • AccountMatchResult
      • AccountToAccountMatch
      • Assignment
      • ConvertLeadRequest
      • ConvertLeadResult
      • DomainEvaluationResult
      • GenericSObject
      • LeadToAccountMatch
      • LeadToContactMatch
      • LeadToLeadMatch
      • QueueUserWeight
      • RecordMap
  • Integrations
    • Getting Started
    • Slack
    • Google Workspace
    • Microsoft 365
    • Salesloft
    • Outreach
  • Advanced
    • Salesforce Permissions
  • Miscellaneous
    • Changelog
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  • Getting Started
  • Modules

Welcome

Dynamic book management software for B2B sales teams

NextOverview

Last updated 6 months ago

Gradient Works enables sales teams to adopt dynamic books, increasing attainment & driving pipeline by ensuring the right reps are always working the right accounts.

For some teams, this may mean an entirely new way of working that eliminates static territories and for others it may mean the opportunity to drop hours of tedious spreadsheet and data loader work. Our suite of features works seamlessly to enhance your sales process. The Account Research suite leverages AI-powered data enrichment to improve account selection, using tools like AI Researcher, Market Map, and Lookalikes to identify, source, and segment high-potential prospects similar to your best customers. The Bookbuilder feature automates account distribution and balances rep books, eliminating lengthy territory planning and ensuring full TAM coverage. Lastly, our Lead Routing feature automates lead-to-account matching and inbound lead routing, optimizing lead distribution based on buying signals and rep capacity. Together, these features empower your sales team to focus on the most promising opportunities, ensuring increased attainment and a robust pipeline.

To find out more, check out our .

Getting Started

The Gradient Works platform provide a complete platform to operate a dynamic books model for sales teams.

Dynamic Books JTBD
Gradient Works Solutions

Account Selection

Segment, enrich and source prospects with .

Account Assignment

Manage inbounds with and dynamic territories with .

Drive Accountability

Hold reps accountable and eliminate market coverage gaps with .

To get started with Gradient Works, to set up a demo and request access to a trial account.

Modules

The Gradient Works platform offers four modules: Account Research, Bookbuilder, Routing, & Automation Builder Kit (ABK).

Dynamic Books Hub
contact Sales

Account Research

Use AI-powered research to help your team identify and prioritize high-potential accounts.

Bookbuilder

Proactively manage books of accounts for reps with sophisticated target books, distributions and retrievals.

Routing

Match, route, assign and take action on any Salesforce record using powerful automation capabilities.

Account Research
Routing
Bookbuilder
Analytics