Exceed Quota. Every Quarter.
Create rules to automatically qualify leads and assign them to the right sales
rep following the right sales playbook. Instantly.
Create rules to qualify and assign leads
Integrate your CRM to Playbook AI to create various types of automated workflows: which leads to source, when and assign to who.
Engage with your leads instantly
Several research papers have shown there are 3x higher chances to convert a lead to a customer if you’re able to reach them within the first 5 minutes. Orchestrate sales playbooks that enable sales reps to do so. Everytime.
Delight Your Customers With Omnichannel Follow-up
Data suggests it takes at least 8 follow-ups on an average to convert a B2B lead to a customer. Orchestrate powerful playbooks that automate as well as personalise follow-up across phone, email and social media.
Orchestrate omnichannel and account-based plays to better engage your prospects.
Prescribe your sales reps- which leads to follow-up, when, on which channel and say what.
Gain actionable intelligence to increase your win-rate by leveraging a suite of powerful reporting tools.
Ensure security compliance across third-party integrations and platform-users in a hassle-free way.
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.