Highspot Integration How to Use Highspot in Playbooks Highspot allows your organization to centralize all their email sales collateral in one place. By using Highspot and Playbooks together, you can quickly engage your key contacts and find centrally managed sales content from the Highspot platform. What is Highspot Highspot gives...
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Playbooks API Limiter How to Keep Playbooks from Overwhelming API Limits Playbooks relies on API calls to connect with CRM to deliver the core capabilities of the platform such as importing records, running Robots, and syncing data to CRM records. Since Playbooks isn’t the only application that uses API calls,...
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Playbooks Solution for A/B Testing How to A/B Test Features to Put Out Your Best Content Setting up an effective sales strategy can be challenging if you don’t employ a mechanism to test and compare effectiveness. If you’re considering making updates to email templates, Plays, or even phone call talk...
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Additional CRM Configurations for Dynamics Optimize Playbooks for an excellent user Experience Title 80% Button Text See All Dynamics Admin Articles Next Put the finishing touches on your Playbooks setup. Add unique fields to the Entity Form. Be sure to double check Network and Telephony settings are correct to avoid...
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Provision a Playbooks Account for Dynamics Prerequisites and steps to provisions a Playbooks account for Dynamics Title 60% Back See All Dynamics Admin Articles Next The process to provision a Playbooks account and connect it to your CRM requires a live meeting with a XANT team member. The following instructions...
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Set Up the Integration User in Dynamics Guidelines for Setting up the Integration User in Dynamics Title 40% Back See All Dynamics Admin Articles Next Playbooks requires an Integration User (a.k.a. Service User, Access User, etc.) which connects the CRM to the corresponding Playbooks account and synchronizes data between Playbooks...
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Install the Playbooks Dynamics Managed Solution Step by step guide to install the Playbooks Dynamics solution Title 20% See All Dynamics Admin Articles Next Every action completed in Playbooks creates important data that can be used to track the effectiveness your current sales motion. Your CRM must have the proper...
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Playbooks Solutions for Accounts and Opportunities Explore use cases and benefits of using Playbooks with Accounts and Opportunities Playbooks not only allows for easy prospecting with contacts and leads but also provides dynamic engagement with Accounts and Opportunities. This means that Sales, Marketing, and CS teams can benefit from the...
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Account and Opportunity Management How to use Accounts and Opportunities with Playbooks Accounts and Opportunities function in Playbooks similarly to Contacts and Leads with some nuances to manage multiple contacts being involved. Users enroll Accounts and Opportunities into Plays and complete Play Steps just as they would for a Contact...
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Threaded Emails When to Send Threaded Emails as Your Email Reply Sending emails from Playbooks is simple especially when it’s a Play Step. But what happens when you receive a reply from a customer or are on a second email step in the same Play and want to refer to...
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