Guided Sales Engagement
Random acts of selling get you random results. You can’t just do more of the same and call it productivity.
That’s why we made Playbooks—replace guessing with guided sales engagement. Do more of what matters most.
“Playbooks has really added value with new reps. We see instantly whether they actually understand the industry we’re in. The insights and the structure have propelled us forward.”
Jacques Booysen
Director of Sales Operations
Reign in the randomness and do what works best. Cadence, Automation and Buyer Intelligence in Playbooks eliminates guessing and channels effort on selling. Ramp faster, sell better, and drive results.
prioritization • • • not more, but better
Once you know what works, do more of that. We take the technical stuffyou need—integrations, process, compliance and insights—and make it work behind the scenes so you can get more done.
productivity • • • then more of what works
If you can’t see what’s happening, you can’t plan, coach, or enforce what works. We put insights where they belong: in the CRM. We guide activity with insights where they’ll be used: with reps.
visibility • • • I was blind but now I see
Choose a guided sales experience for your team
The stuff you need for a guided sales experience
Not all tasks require a human touch.
Learn where you should use automation, from entering data and progressing records to scanning CRM and triggering actions, not just emailing.
automation • • •
When there’s no process, or when it’s hidden, reps will make up their own.
Learn how to enforce messaging and workflows that work to keep reps organized, consistent and focused on what matters most.
cadence • • •
Data makes the world go round, so why don’t sellers use it well?
Buyers do—it’s at their fingertips and they don’t even have to look for it. Learn how we put data and modeling to use for sellers in the same way
intelligence • • •
It’s boring to you and your reps, but life-saving for the business.
We help you stay out of trouble on a global, enterprise scale, and focused on selling, with the compliance you need and enforced automatically.
compliance • • •