Playbooks Solution for Computer-Based Calling How to use Computer-based Calling in Playbooks Playbooks gives reps the flexibility to connect the agent leg either with a phone system (PTSN) or through their computer and internet connection. Computer-based calling creates an Agent Leg and records activity to CRM the same as Phone-based...
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Playbooks Solution for Call Compliance Adhere to Call Compliance Regulations with Playbooks Making outbound calls to customers in a wide variety of locations while observing compliance regulations can be a complicated problem. Playbooks has call settings for outbound calls that help prevent compliance violations. Block calls to certain states based...
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Playbooks Solution for A/B Testing How to A/B Test Features to Put Out Your Best Content Setting up an effective sales strategy can be challenging if you don’t employ a mechanism to test and compare effectiveness. If you’re considering making updates to email templates, Plays, or even phone call talk...
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Playbooks Solutions for Accounts and Opportunities Explore use cases and benefits of using Playbooks with Accounts and Opportunities Playbooks not only allows for easy prospecting with contacts and leads but also provides dynamic engagement with Accounts and Opportunities. This means that Sales, Marketing, and CS teams can benefit from the...
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