Playbooks™

The Modern Sales Engagement Platform

Trusted by Modern Sellers Everywhere

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Organize customer engagement to drive outcomes.

Multi-channel engagement strategies, called Plays, arranged by any time-sequence for any channel (phone, email, social, SMS, video) with action alerts, templates, guides and tracking to keep teams organized.

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Spend time selling and automate the rest.

Robots work behind the scenes to automate administrative tasks, processes and workflows, to update CRM fields, send emails, enroll records, and more to simplify your reps’ day.

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Tackle the most important tasks first.

Sort sales activities by the next-best-customer and next-best action using custom rules, AI powered propensity scores or a combination of both.

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Target the customers most likely to engage and buy.

Propensity scoring embedded in Plays and powered by Collective Data identifies the accounts and people who are most likely to engage with your reps and buy.

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Know how to engage customers by their behaviors.

Guide engagement in the most effective ways using data on customer behaviors, including Buyer Hints, Buyer Maps, Data Verification, Phone Suggest, Email Suggest and more, while appending bad CRM data.

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Measure individual and team performance.

Bi-directional sync powers native CRM reports and in-app activity reports for key performance metrics, giving the entire business visibility into the effectiveness of sales activities.

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Motivate teams to the metrics you care about.

Create custom KPI’s where reps can earn points and rank on your team’s leaderboard, keeping them engaged and motivated in the right behaviors.

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