The Balancing Act: Achieving Fairness and Efficiency in Territory Design with Kevin Davis, Co-founder and CEO of BoogieBoard.ai

OpsStars - A RevOps Podcast

In this insightful episode of the OpsStars podcast, Kevin Davis, Co-founder and CEO of BoogieBoard.ai, joins host Don Otvos to unravel the complexities of territory planning in sales organizations. Kevin shares his unique journey from being a sales representative at NetSuite and Google Cloud to founding a company that's changing the game in territory management.

Kevin discusses the pain points he experienced as a salesperson and later as a RevOps professional, which led him to create BoogieBoard.ai. He explains how the traditional spreadsheet-based approach to territory planning is inefficient and often leads to perceived inequities among sales teams. Kevin then delves into how BoogieBoard.ai addresses these challenges by providing a data-driven, automated approach to territory design that ensures fairness and balance.

Throughout the conversation, Kevin and Don explore the importance of stakeholder alignment, the role of data quality in territory planning, and the need for flexibility in territory design. They also discuss the concept of "balance goals" and how it contributes to creating equitable territories. Kevin shares success stories from clients like Watershed and Challenger, demonstrating how BoogieBoard.ai has transformed their territory planning processes.

Episode resources

• Kevin Davis on LinkedIn
• BoogieBoard.ai on LinkedIn
• BoogieBoard.ai Website
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Previous guests include: Evan Liang of LeanData, Ross Nibur of Toast, Chelsea Katich of McGraw Hill, Chris Van't Hof of CB Insights, Jeff Ignacio of Forethought, Sean Lane of Drift, Kerry Cunningham of 6sense, Seth Wylie of Gainsight, Karen Mangia of Salesforce, Jon Miller of Demandbase, Pat Oldenburg of Motive, Raheel Alam of Showpad, TJ Macke of Sapper Consulting, David Dulany of Tenbound, Mary Shea of Outreach, Asia Corbett of Bread Financial, Crissy Vetere-Saunders of CS2 Marketing
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