Playbooks

The Modern Sales Engagement Platform

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CADENCE

Accelerate productivity and consistency to create more meaningful conversations.

Multi-channel Plays, templates, guides and tracking keep reps organized and informed across any channel and any number of people.

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Automation

Advanced automation helps reps spend more time selling.​

Playbooks uses Robots, which work behind the scenes to automate administrative tasks, processes, workflows, update CRM fields, send emails, enroll records, etc.

See How Automation Works

Prioritization

Accelerate prospecting results by focusing on the next-best-action.​

Prioritize customers and activities with flexible, custom rules, AI scores or a combo of both.

Learn About Prioritization

Scoring

Target the customers most likely to engage and buy.​

Embedded scoring ensures reps spend time working on the right things.

Buyer Intelligence

Guide reps with data so they engage the right customers in the most effective ways.​

Collective data powers A.I. to append bad customer CRM data with verified data, publishes buyer hints, suggests additional people to engage, and much more.

See the power of data

Reporting

See team performance more clearly and measure the effectiveness of effort.​

Native CRM reports and in-app impact reporting expose performance metrics to the entire business.

Reporting Best Practices

Gamification

Motivate reps around the metrics you care about most.​

Create custom KPI’s for reps to earn points and a rank on your team’s leaderboard, complete with Power Anthems and Power Hours for additional excitement.

Driving Value for Sales Managers

Optimize CRM

Quickly drive adoption and accelerate the value of CRM while improving data integrity.

Consistency & Scale

Align reps to a common set of processes and messaging and scale teams to meet demand.

Measurement & Coaching

See what’s happening, measure what works, A/B test, and provide better sales coaching with better data.