Playbooks
The Intelligent Sales Engagement solution that improves the productivity, visibility and effectiveness of teams in a way CRM and AI alone cannot.
Request a DemoWhy Playbooks?
Playbooks guides reps to focus on the accounts, people and opportunities that will actually generate revenue. Playbooks does this by prioritizing a reps daily tasks and enables AI driven engagement.
Playbooks Mobile™
Complete modern engagement powered by Buyer Intelligence See the Press Release
“We already love the productivity and visibility improvements Playbooks gives us, and we’re excited to provide our teams with this innovative mobile experience.” – Lori Harmon, Vice President Worldwide Virtual Sales, NetApp
REQUEST A DEMOHow it Works
Sales Engagement Beyond Cadence
Digital and data transformation have changed the way we buy and sell. Playbooks reverses the disruption with Real Data, empowering teams to build better pipeline and create long-term customer value.
Productivity

Visibility

Effectiveness

Capabilities
Real Data Features
Data enrichment; account, people and opportunity targeting; custom and AI-based prioritization; smart data append; smart account mapping; smart email send and more to come
Plays
Custom and shareable contact strategies with phone, email, social and SMS; engage by score, priority level, health, or other custom rules
Automation
Auto enroll accounts, people, and opportunities into Plays; auto disposition activities; auto update CRM; alerts to additional required actions; auto inbound call routing and more
Complete CRM Sync
A complete two-way sync of all activities and record changes between Playbooks and CRM
Email Tracking
Patented email tracking with the most comprehensive capabilities, including: opens, link clicks, attachments, downloads, multi-recipient and forwards
Calendaring & Appointment Scheduling
Embedded calendaring in emails processed in Playbooks; embedded and intuitive appointment scheduling built into workflows
Call Recording & Monitoring
Internationally compliant monitoring and recording, with flexibility to record only the reps or turn off recording based on area code
Global LocalPresence
Displays local numbers to prospects dialed in the US, Canada, and Europe to increase the likelihood of connecting with prospects
Inbound Routing
Routes callers to the best rep; custom inbound call paths give managers flexibility to improve call experiences
Gamification
Natively built gamification capabilities with leaderboards drive productivity and keeps reps motivated
Immediate Response
Automatically connects reps in real-time to the best new leads, increasing the likelihood of connecting by a factor of 10