Compliance

Create a culture of security and consistent success

With a solution like Playbooks, sales leaders can build and administer a system that promotes compliance. Mitigate legal risk and prevent reps from going rogue by setting up clear boundaries, and guiding them through a more effective sales experience.

See a complete list of Playbooks compliance innovations

Mitigate Risk and Enforce Consistency

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Establish Safeguards With Call, Email, and CRM Compliance

Playbooks gives you the flexibility to configure the right controls for your business so sellers can sell. Notify reps when they should avoid dialing into a specific area code (due to an unknown state holiday, a state emergency, etc). Proactively flag numbers on a do-not-call list, or emails that have been blacklisted. Avoid legal hiccups and reduce waste.

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Enforce Consistent Guidelines With Workflow Compliance

Create preset guidelines and rely on XANT Intelligence to help reps produce consistent results. Sales leaders can make sure reps focus on the best records first by creating a custom order for reps to follow, enforcing custom email templates, assessing adherence with full visibility into rep activity (emails, dials, etc.), and more.

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Secure Critical Information With Data Compliance

With privacy laws, data security requirements, and local restrictions changing pretty much constantly, you can’t afford to not implement some controls. Playbooks helps you secure data by encrypting data in transit and at rest, anonymizing data in use, and giving admins more control.

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Learn more about exactly what you need for compliance in this checklist.

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A New, Higher Bar for Compliance: Mitigating Risk and Enforcing Consistency

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Compliance Checklist

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XANT Announces Innovative Compliance Features to Safeguard Sales Engagement

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Compliance Checklist

Playbooks recently saw several compliance updates (along with other product releases) and there are more to come. These innovative features will dramatically improve the effectiveness of your sales team and their ability to consistently perform at the highest level while meeting compliance requirements. 

Learn more about exactly what you need for compliance in this checklist.