We messed up.

A few years ago the sales industry changed as sales reps started looking for a tool that would allow for more autonomy... and cadence was born. We told ourselves and our customers that PowerDialer would and could do cadence and it would be easy to use it for that purpose.

We were wrong.

PowerDialer was never designed to be a cadence tool and by forcing it to become one, it didn’t work. This caused many problems and frustrations. On top of this, we talked and talked about Neuralytics (AI for sales) and presented it as a solution that would replace the way you sold. We over-promised what this feature could do and didn’t deliver what we promised.

We are sorry

Over the last few years, we have learned a ton, and we have adapted to what sales reps are looking for and what sales reps didn’t even know they needed. We listened and we have created a cadence tool that can help you connect to your buyers faster and allows for more autonomy in your work life.

 

We are asking for a second chance to see how we are better.

CRM Integration

Similar to PowerDialer, Playbooks™ seamlessly integrates with Salesforce, Microsoft Dynamics, SAP, and Infor. The integration with Playbooks has been improved and allows your activities to automatically sync faster and more efficiently with the records whenever you utilize Playbooks™. This includes activities such as calls, call duration, call date, email sent, email opened, email clicked, Play Name, Play step, Play Success, etc.

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After

Automation

Setting up automation rules using PowerDialer was time-consuming and non-intuitive, but with Playbooks, it couldn’t be easier. You can use any field in your CRM (customer or standard) to build specific rules to automatically enroll contacts, accounts, or opportunities into your plays. This way, anytime one of your records meets the criteria they’ll automatically be added and prioritized in the queue.

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After

Prioritization

Setting up advanced prioritization can be tricky, and with Powerdialer we never quite had it right with the Neuralytics. But with Playbooks, you can use data to sort your tasks or you can create your own customer prioritization based on your and our data sets. This way, you’re always focusing on the right activities at the right time.

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After

Cadence

PowerDialer was a great tool that allowed you to quickly get through a static or dynamic list of leads or contacts, but when it came to cadence, there was a lot of custom work involved. With Playbooks, we designed it completely around cadence. You can create specific plays with unique activities and wait steps. You can even set up automatic emails and custom steps. You can then build reports that show you which plays perform best. Maybe you have a play that performs well in calling, but not email, or a play that works well for VPs but not managers.

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After