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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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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Sales Cadence Best Practices How to perfect your sales cadence A sales cadence is a sequence of activities that increase contact and qualification rates and, therefore, is a vital part of any sales strategy. If a sales cadence is implemented correctly, it can nearly double contact rates. Types of Cadences...
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Title 60% Back See All Robots Articles Next Robot Actions and Testing How Robots Automate tasks in your Playbooks and CRM Robot Actions are the driving force behind Robots as the automate steps in Playbooks and your CRM. Each Robot can perform up to five actions. Since Robots can increase...
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Working Remotely With Playbooks Work Location Flexibility for Reps Providing flexible solutions for reps is critical to keep business running, especially when you consider the current COVID-19 pandemic. In response to contingency plans for a remote workforce, the following information can help Playbooks users to update personal settings and take...
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Countries Not Supported On The XANT Platform Certain countries are not supported to call on the XANT platform. If you attempt to make a call to one of these countries, you'll receive an error message. Country List Phone calls into the following countries are not supported. Common Name Country Code...
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Admin Guide: Overview of Playbooks Installation Overview of the Installation and configuration steps to setup Playbooks in your CRM How does Playbooks connect to your CRM? Playbooks is a Chrome Extension that connects to your CRM. The beauty of this design is that you can sign into Playbooks and your...
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Calling Territory Arrange countries by the frequency of calls you'll be making into them. This helps to detect time zones and format phone numbers correctly The Calling Territory setting is a useful tool when using the CRM Click-to-Call with Playbooks. Playbooks requires phone numbers to be in e.164 format and will manipulate...
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