Orchestrate Account-Based Playbooks.
Achieve Revenue Excellence by Unifying Your Account-Based Efforts
across Marketing, Prospecting, Sales & Customer Success.
One to One, One to Few or One to Many
Calibrate your account-based prospecting campaigns for every deal-size to increase opportunity creation and enhance RoI.
Enable Efficient & Effective Collaboration Quicker Closure
Orchestrate account-based sales plays to enable your sales team to strengthen relationships with every stakeholder and decision maker collaboratively, to advance negotiation and close deals faster.
Turn Customer Success Into a Revenue Machine
Leverage your existing relationships and account-knowledge to run one-on-one account-based customer success campaigns to educate your end-user about additional value propositions of your product or service.
Playbook AI enables prospecting, sales, marketing & customer success
practitioners to scale their account-based playbooks effortlessly.
Synchronise omnichannel plays for various roles in your sales team targeting different decision makers in the same account.
Trigger predefined custom activities upon reaching a milestone e.g sending personalised gifts.
Get a 360-degree view of every interaction between your sales team and every stakeholder or decision-maker they have engaged with- notes, phone call recording, email, social media exchanges etc.
Track every metric to turn it into actionable insight by analyzing the account performance based on the number of touchpoints done on the account across different stakeholders through multiple channels like email, phone, and social media.
Sales Orchestration:
Orchestrate omnichannel and account-based plays to better engage your prospects.
Sales Execution:
Prescribe your sales reps- which leads to follow-up, when, on which channel and say what.
Sales Analytics:
Gain actionable intelligence to increase your win-rate by leveraging a suite of powerful reporting tools.
Platform Governance:
Ensure security compliance across third-party integrations and platform-users in a hassle-free way.
API:
Turn your sales stack into a powerhouse by integrating every tool to work like an unified system.
Our team personalizes every demo to show you how Playbook AI can solve the specific challenges you want solved right away. Request a 15-min call with one of our consultants.
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Sales Orchestration Sales Analytics Sales Execution Platform Governance Sales Workflow Automation Webhooks & API
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