User Guide

Welcome to the BoogieBoard User Guide. Inside, you will find a comprehensive guide to BoogieBoard, including explanations of the features, settings, and UI of BoogieBoard, along with use cases and examples. This documentation is designed to help you understand how BoogieBoard works and in the process increase efficiency, productivity, and use of BoogieBoard.

What is BoogieBoard?

In the simplest terms, BoogieBoard exists to automate and streamline the complicated process of territory planning and ongoing management. Designed by former sales and operations leaders, BoogieBoard is a platform that brings together the design, collaboration, automation, and maintenance of territory-based organizational units.

What is a Territory?

For the intent of BoogieBoard, a territory is a group of accounts, account families, or geographical subdivisions aggregated in such a way to which an organizational role (or groups of roles) can be assigned.

Common examples include:

• Groups of states or ZIP codes assigned to outside sales reps.
• Target account lists assigned to business development reps.
• Existing accounts assigned to customer service reps.
• Combinations of geographical and account-based groups assigned to one or many roles.

Application Architecture

BoogieBoard is a web-based, hosted application (commonly referred to as Software as a Service, or SaaS). It is accessible from any modern web browser and requires no software installation. All data is securely stored on BoogieBoard-managed infrastructure and encrypted both in transit and at rest.