Overview
In this insightful episode of the OpsStars podcast, Kevin Davis, Co-founder and CEO of BoogieBoard, 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. 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 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 has transformed their territory planning processes.
Key Highlights:
- [00:00:02 – 02:57] – Kevin’s journey from sales to RevOps and founding BoogieBoard
- [02:57 – 05:33] – The challenges of territory planning and the need for a better solution
- [05:33 – 09:22] – How BoogieBoard approaches territory design differently
- [09:22 – 13:11] – The importance of stakeholder involvement in territory planning
- [13:11 – 17:44] – Overcoming data quality challenges in territory design
- [17:44 – 22:47] – Understanding balance goals and their importance in territory planning
- [22:47 – 24:25] – Success stories: How BoogieBoard has helped companies like Watershed and Challenger
- [24:25 – 25:14] – The story behind the name “BoogieBoard”
- [25:14 – 29:42] – Advice for professionals looking to transition into RevOps