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.
01The problem
Spreadsheets aren’t territory planning software
83% of sales teams still build territories in a spreadsheet. It works right up until someone asks for a change.
- Every revision means rebuilding the model by hand.
- The analysis that would justify the plan does not exist, so the debate is about assumptions.
- Nobody can reproduce how last year’s territories were decided.
- The plan is stale before it is deployed.
02The approach
Territory software that starts with account fit
Most territory tools draw lines on a map and call it done. Gradient Works scores every account for fit first, then builds territories an AI can defend and Salesforce can run on.
Territory planning is not hard because the maths is hard. It is hard because the plan has to be rebuilt every time a stakeholder asks a question, and a spreadsheet makes every question expensive.
03End to end
How it works
- 01
Describe
Explain the constraints in plain language — headcount, segments, capacity, carve-outs.
- 02
Compare
Build several scenarios and put them side by side, each with a full analysis.
- 03
Present
Carve builds the visuals and the map view, so the plan can be defended the day it is done.
- 04
Deploy
Push the winning scenario straight into Salesforce. No re-entry, no reconciliation.
Learn about Carve
- 5×
- faster territory planning
- 83%
- of sales teams still build territories in spreadsheets
04Proof
What customers say
I’ve carved territories the last 10 years. It’s never fun. But after using Carve: I’m looking forward to my next carve.
Our strategy manager left, and our VP of sales just said, “The books are terrible. Redo it. I want it by start of Q4.” Having no run-up time, this has been a huge help.
We used to hand reps zip codes. Now, we hand them opportunity.
05Questions
Frequently asked
How is this different from a mapping tool?
Mapping tools optimise for geography — drive time, region balance, headcount per area. That is a reasonable goal for a field team and close to irrelevant for a commercial inside sales team, where what matters is whether the accounts in a territory look like your customers.
How long does a carve take?
Most teams have a working scenario the same day they connect their CRM, and revisions take minutes rather than days.
Can I keep my existing methodology?
Yes. Carve takes the mechanical work out of territory delivery; the rules, the segmentation and the philosophy stay yours.
What happens after the plan is deployed?
Carve plans; Bookbuilder maintains. Territories stay current through the year instead of decaying until the next planning cycle.
See territory maintenanceBuild your territory plan today
The free plan includes a Carve project and 1,000 credits — enough to build a real plan.