Salesforce Reports: Play Status Reports What Types and Number of Plays are Active Right Now Play Status Reports provide a view of the current status of records and tasks within in each Play. It’s important to note the Lead Status field of the record will not indicate if it has...
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Salesforce Reports: Play Outcome Reports How Effective are your Plays Once a Play has been implemented, it’s sometimes hard to tell if it’s working. These reports help you track what is working in your Plays and locate weak spots. When a Playbooks user achieves the goal of a Play, they...
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Salesforce Reports: Play Activity Reports Which activities have been completed and which have been skipped Play Activity Reports are the heart of productivity and visibility. These reports show Playbooks users and managers what actions have or have not been completed in Playbooks. These reports can easily be modified to show...
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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...
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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...
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New Manager: Get Started What does a new manager need to know about Playbooks? Title 20% See All New Manager Articles Next If you are a new manager of a team that uses Playbooks, there are a few things about Playbooks you will want to know. This article series will...
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Exploring the Playbooks Manager App What features and settings are accessible from the Manager App? Title 40% Back See All New Manager Articles Next Manager App URL The Playbooks Manager App is the cockpit for managers and administrators. It can be accessed by clicking the button below. Bookmark: https://playbooksmanager.xant.ai/ Login...
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Strategy & Task Management What features help managers create and improve strategy and task management? Title 60% Back See All New Manager Articles Next As Sales Engagement software, Playbooks provides a platform for managers and users to create structured engagement where each step is defined and metered. With Playbooks, managers...
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Features for Managers What are some additional features that Managers can use? Title 80% Back See All New Manager Articles Next We know that Managers have a lot on their plates. This collection of Playbooks features helps managers tackle some of those tasks by simply weaving components into the tool...
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Reporting for Managers Where can managers access reports for their team? Title 100% Back See All New Manager Articles Managers should be hyper-focused on results. Therefore, being able to report on multiple aspects of their team is important. Playbooks managers have two options when it comes to reporting; they can...
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