Salesforce Reports: Call Outcome Reports How Effective are your Outgoing Calls Call Outcomes hold important information about your current call strategies, but you must be careful in how you interpret the results. Just knowing how many calls a rep or team has made does not lead to advanced strategy or...
Read More
Salesforce Reports: Email Outcome Reports How Effective Are Your Emails The Email Outcome Reports give deeper insight than how many emails a rep or team is sending. These reports allow a manager and operations team to analyze and A/B test subject lines and templates being used by the team. They...
Read More
Salesforce Reports: Priority Score Reports What Does Priority Score do for You XANT has the ability to create custom Priority Scoring Models which apply a score between 0-100 to a Lead record to indicate either its likelihood to convert or the likelihood to be contacted. For reporting purposes, it is...
Read More
Salesforce Reports: Inbound Call Reports How Effective is your Inbound Call Strategy Inbound fields and reports are included in the third unmanaged package. If a customer tracks inbound as well as outbound calls, these reports will help to report on things like call volume, wait time, call paths and outcomes....
Read More
Agent Leg Connection How the Agent Leg Works with your Phone Playbooks establishes an agent leg connection with your phone in order to track all calls being placed through the platform. Establishing the Agent Leg connection is fast and should happen automatically when you dial a call, however there are...
Read More
Adding Records to Playbooks How to add records to Playbooks from your CRM Before you can begin completing tasks in Playbooks with prospects from your CRM, you need to be able to add those records to Playbooks. Adding records is simple. Once you have added records to Playbooks, you’ll be...
Read More
Play and Task Management How to Use Plays in Playbooks and Manage Your Daily Tasks A Play is a sequence of contact attempts that help you progress through a sales motion in a systematic way. Each Play is made up of Play Steps, also known as Tasks, that direct you...
Read More
Connect to Your CRM How to Connect Playbooks to Your CRM Connecting to Salesforce The connection between your CRM and Playbooks allows you to primarily work directly from the Playbooks extension. To update information for all your prospects instantly, a link between Salesforce and Playbooks must be established. Only Salesforce...
Read More
Managing People and Account Records How to edit and manage prospect records in Playbooks Records can be updated in Playbooks in multiple ways. You can make changes to a record and sync those changes back to your CRM or you can make changes in your CRM and push those records...
Read More
Agent Email Setup How to set up Playbooks to work with your existing email Playbooks works seamlessly with your existing email service provider so you can send emails critical to your cadence strategy, get email interaction notifications, use email templates, and other advanced email features. Plus, Playbooks will sync your...
Read More
