Standard Playbooks Reports What are some standard Playbooks reports you can Create Playbooks Reports let you generate reports based on your sales activities by total or average activities per day. You can drill down into sales teams or view individual users. Reports show historical activities of weekly or monthly data....
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Title 100% Back See All Robots Articles Robot Examples What are some common robots to get your started To illustrate how to refine the amount of records actioned, here are some examples of ways to narrow down Filtering Criteria within a Robot. Attention: Examples in this article are intended to...
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Title 80% Back See All Robot Articles Next Robot Strategy How to manage multiple robots Before creating your own Robots, it is important to map out your Play and Robot process. Start by identifying the following areas: Evaluation points and qualification criteria to prioritize the best records When records will...
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Title 40% Back See All Robots Articles Next Robot Filtering How to set Robot Filtering Criteria The Robot Filter Criteria identifies the records each Robot will action. This is very important because if you don’t filter enough, you could flood the user’s Playbooks with more records than they could possibly...
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Title 20% See All Robots Articles Next Introduction to Robots How robots enhance Playbooks and interact with your CRM Robots are powerful tools that help Playbooks users, managers, and administrators automate common administrative tasks in Playbooks and your CRM. Robots interact with your CRM to search for records that meet...
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Video Message Best Practices How to make your personalized videos more effective The impact of emailing has been slowly declining, but the good news is several new research studies have found that personalized video messaged are reinvigorating that communication medium. Video messages are a great tool for sellers to engage...
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Introduction to Plays Up your Game with Plays A Play is a sequence of activity attempts that help you progress through the sales cycle. Plays contain Play Steps that give guidance on the current action to take. Being specific on what to do, say, or send on each step of...
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Play Best Practices How to Perfect your Play Strategy in Playbooks Most sales professionals have a series of activities they perform in order to get a prospect interested in their company or product. But it isn’t just one prospect you are working, it’s many. You get busy, you forget things,...
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Voicemail Best Practices How to make your voicemails more effective If your sales cadence includes phone calls, you should be prepared to also leave voice messages. Many sellers don't leave voicemail and some leave messages that are too long and poorly scripted. Playbooks can help with both these situations when...
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Center of Excellence Create Playbooks Governance with a Center of Excellence Group A Center of Excellence group is a cross-functional group responsible for the administration of the Playbooks platform and strategy. They are responsible for communicating changes to the platform and strategy as well as key metrics attained or missed....
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