Understand Who to Target
Playbooks prioritizes contacts and accounts based on their likelihood to engage and buy, ensuring reps focus on the best leads first.
Reps have the flexibility to apply rules-based selection, AI-based selection or a combination of both, ensuring they have control over their contact strategy.
Know How & When to Engage
Playbooks guides sales reps with custom-built or downloadable contact strategies called Plays.
Plays consist of a Purpose, a target List, Assets that offer value, Yield to report outcomes, and a Series of Activities to contact and qualify prospects.
Playbooks provides a daily schedule of activities from all active Plays to remind reps who to follow up with and when. Reps can run hundreds of Plays at a time, each with multiple steps across multiple channels, without ever getting lost.
“You know something I’ve never heard from sales reps in my 20-year career?
‘Thank you for the technology you just rolled out. It’s a game-changer.’“
Director, Global Sales Development
Strategic contact strategies that guide and automatically remind reps when to follow up
Seamlessly set, organize and remember appointments, saved to your calendar
Email opens and link clicks are all tracked and reps are notified in real time to keep them constantly connected to their contacts
Automatic Email Send
Add or edit an email event within your Plays and set to send automatically
Dial to contacts with local numbers, increasing contact rates by 57%; calls back routed to the right rep.
Sales Navigator Integration
Related contacts, icebreakers and other LI Sales Navigator insights displayed directly within the tool
Receive suggested email addresses based on cross-company and external data to increase opens and responses
Prioritize contacts based on their likelihood to connect
Prioritize accounts and contacts based on their likelihood to close
Schedule emails to send at AI recommended times to increase opens and responses
Best Contact Method
Prioritize contact methods (phone & email) by those most likely to answer or respond
Dynamic dashboards that show AI adoption, Play effectiveness, and AI’s impact on revenue.
Managed scripts and email and VM templates accelerate rep productivity and consistency
All activities and record updates are automatically synced to the CRM so reps never lose track of a prospect and managers get full visibility into sales activitie
Task cues inform rep of key reminders and alerts to incorporate into communication
Notable events, Twitter activity and other contact and company information to personalize communications
Rep dashboards align reps to the best activities and Play steps; Manager dashboards show what is working and what is not
Streamlined integrated communications including: single-click dialing, emailing and VM