Territory carving your team will actually trust
Orgment connects to your Salesforce org, pulls your account data, and uses AI to carve fair territories in minutes — not weeks. Built for RevOps teams who are tired of spreadsheets.
No Salesforce yet? Upload a CSV and carve in 60 seconds.
Sound familiar?
83% of sales teams still carve territories in a spreadsheet
Stale
By the time a plan is built in spreadsheets, the data behind it has already moved on.
Unfair
Some reps inherit loaded patches, others fight over scraps — and everyone on the team can see it.
Slow
Weeks of exports, pivot tables, and email threads before a single rep gets their new patch.
Opaque
No one can explain why an account landed where it did, so every plan gets relitigated.
Orgment fixes this — one platform, from data pull to Salesforce push.
Product
Everything from data pull to Salesforce push
Orgment replaces your territory spreadsheet with a purpose-built platform your whole GTM team can actually trust.
AI carving engine
Describe your requirements in plain language. Orgment generates a territory plan with documented reasoning for every assignment — not a black box.
Geographic map carving
See your accounts plotted on a live UK map. Draw territory boundaries by hand, or let the AI cluster accounts geographically for travel efficiency.
Balance on any field
Balance territories against any standard or custom Salesforce field — or connect Snowflake or BigQuery to use finance-approved golden metrics like curated ACV.
Multi-level approval
Draft → Manager review → VP sign-off, before anything touches live Salesforce data. Every reviewer sees what changed and why, with a full audit trail.
Scenario comparison
Run multiple carves with different weightings and present options side by side to leadership — so you're facilitating a decision, not defending a spreadsheet.
Push to Salesforce
Approved plans write back to Salesforce Territory2 via API. Nothing changes in production until every sign-off is in place, and the audit log captures it all.
No Salesforce connection required
Drag in a CSV. Carve in 60 seconds.
Don't have Salesforce wired up yet — or just want to try Orgment on a quick export? Drop in any spreadsheet of accounts and Orgment handles the rest: parsing, validation, mapping, and a live UK map, feeding the exact same carve engine as a connected org.
- Auto-detects columns, delimiters, and currency formats
- Maps UK postcodes and regions onto a live map — no geocoding setup
- Carve, review, approve, and export — same engine as the Salesforce path
Drop your accounts CSV here
or click to browse · up to 10,000 rows · .csv
How it works
From account data to live territories in one workflow
No more stitching together exports, macros, and email threads. Orgment owns the full process end to end.
Connect or upload
Authenticate with Salesforce via OAuth and pull your accounts, opportunities, and custom fields — or skip the connection entirely and drag in a CSV export.
Carve
Describe your constraints in plain English and let the AI generate a balanced plan with documented reasoning, or switch to map view and draw boundaries by hand.
Review
Compare scenarios side by side, check balance scores per rep, and see exactly which accounts moved and why — before anyone outside RevOps sees a thing.
Approve
Route the plan through Draft → Manager review → VP sign-off. Every reviewer sees what changed, with a full audit trail at each stage.
Ship
One click writes the approved plan back to Salesforce Territory2 via API — or exports a clean CSV if you're not connected yet. Reps wake up to their new patch, not another all-hands.
Pricing
Simple pricing for RevOps teams
Start with a 14-day free trial. No credit card required.
All plans include a 14-day free trial. Questions? Talk to us