Skip to content
All posts

Introducing Carve-to-CRM: Deploy territories directly to bookbuilder

Design and deploy balanced sales territories faster. Carve now connects directly to Bookbuilder, build territories with AI and launch them to the CRM.

Jenn Deering Davis1 min read

Introducing Carve-to-CRM: Deploy territories directly to bookbuilder
Big news! You can now build new territories in Carve and deploy them to target books in Bookbuilder. So whether you’re designing entirely new territories for next year or just rebalancing existing books, you can build and design them in Carve and then deploy them to Bookbuilder.That means you can use all the functionality in Gradient Works (like distributions, retrievals and pipeline analytics) for all your reps, even the ones who don’t need fully dynamic books.If you’ve already got Carve, you can access CRM deploys now. If you don’t already have Carve, we can turn it on for you right now! Just send us an email at support@gradient.works.What is Carve?In case you’re just catching up, Carve is the newest addition to the Gradient Works platform. It’s an AI territory carving agent. You simply give it a list of accounts, tell it about your territory requirements, and it’ll design balanced territories for you. It’ll save you a ton of spreadsheet time, and lets you model every possible territory design you or your sales team can come up with.
Carve Territory Design
We can turn Carve on in your account right now if you’d like to try it (at no additional cost). Just reply to this email or ping us in Slack for access. And we’d love to give you a walkthrough of how it works. Let me know if you’d like to set up a call.And as always, we’re here if you have any questions.

Originally published at gradient.works/blog/introducing-carve-to-crm-deploy-territories-directly-to-bookbuilder

Territories that hold up all year

Build a real territory plan on the free plan — 1,000 credits, 5 rep users, no credit card.