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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Email Best Practices How to make your emails more effective Emails are a major part of sales cadences. Using email best practices will help you to grab attention, avoid spam filters, and find the balance between email or other forms of communication. We combined our huge data set with billions...
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Email Snippets What are email snippets and how are they used? One of the most important things reps can do to get their emails noticed is by customizing the emails they send – truly making them their own. To customize email templates, reps have often saved common phrases or snippets...
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Self Service Calendaring How do I add a calendar link to an email? How can my prospects schedule a meeting with me? The dream for every sales rep is to open their calendar each morning to find their calendar already filled with appointments from interested prospects or customers. With self-service...
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Sending an Automatic Email Schedule an email to auto-send in the future rather than sending it now Instead of sending an email immediately, schedule the email to be automatically sent by Playbooks at a later time. In some circumstances, it is beneficial to delay an email; you can have Playbooks...
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How to Complete an Email Task How do I complete email tasks? Using the Next Bar The Next bar streamlines the process of choosing which activities to perform and provides you with the best order to complete them. The Next bar has been designed to eliminate uncertainty and allow you...
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Using Click-to-Email How to send an email to a prospect outside of a Play Sometimes you will need to email a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) emails directly from your CRM. Enabling Click-to-Email will transform ordinary CRM email addresses...
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Track & Sync How to track and record emails sent outside of Playbooks Your CRM and email inbox may often feel disjointed; you may start an email conversation from the CRM record (or Playbooks) but then need to reply to or forward the customer’s email reply. But emails sent from...
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Vidyard GoVideo Integration Set up and use your Vidyard Govideo Integration Vidyard GoVideo integrates seamlessly with Playbooks and enables you to produce personalized videos to captivate your prospects. Create new videos directly through Vidyard GoVideo or simply upload an existing video. Store and manage all your videos from your Vidyard...
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Email Notifications How to track prospect interaction with your emails Email Notifications inform you when prospects engage with your emails. Gain real-time insights when your prospects open or forward emails, click links or download attachments. Gage the reception and interest of your proposition before you make a call. This article...
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