Playbooks

The next generation of sales acceleration technology.

Playbooks brings the InsideSales sales acceleration platform directly to reps in their browser. Prospect, prioritize and connect without juggling multiple tools, and automatically sync all activities to the CRM without manual data entry. Prioritize and manage leads and accounts with personalized sales engagement plans for calling, emailing and more. Contact prospects with integrated telephony and email.

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Plays

Strategic contact strategies that guide and automatically remind reps when to follow up with leads and opportunities, backed by Neuralytics® prioritization. Build custom plays for each team and each stage of the sales funnel and keep your deals on track.

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AI-powered sales acceleration

Increase rep productivity and efficiency with predictive insights at each stage of the funnel. Know which accounts or contacts are most likely to close before contacting them. Automatically send emails when they are most likely to be opened. Engage with prospects at the right time and with the right medium. Stay in touch with up-to-date contact information.

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AI-powered sales acceleration

Next-generation prospecting

Add prospects seamlessly with the most up-to-date contact information and enroll them in the suggested plays. Score each lead, account or contact to know which are most likely to answer the phone or email, and which are most likely to close, before reaching out.

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Next-generation prospecting

Integrated communications

Improve rep productivity with single-click dialing and emailing directly from Playbooks, enhanced by managed cue cards and email templates.

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Integrated communications

Email tracking

Email opens, forwards and link clicks are all tracked and synced back to the CRM, keeping reps constantly connected to the activities of their prospects.

Email templates

Managers can enforce standardized email templates that save reps time but also allow them to personalize to each prospect before sending.

CRM sync

All sales activities and record updates are automatically synced to the CRM so reps never lose track of a prospect and managers get full visibility into sales activities.

Rep dashboard

Reps get an overview of all scheduled activities and next plays to guide them to the most efficient actions each day.