Achieve Sales Transformation Success.
Sales Operation Managers can easily personalise Playbook AI to meet the
needs of every user-role to achieve higher implementation success.
“Our sales reps have been achieving at least a 30% higher engagement rate, since we switched to Playbook AI for our outbound campaigns” - Vijay BG, Veave Technologies
Easy to set-up
Set up user-specific tools in the platform effortlessly
Playbook AI enables the admins to quickly set-up and personalize the platform for the users based on their job role in the organization.
Regulate User Access
Control and manage the user access to important data easily
System administrators can easily create a custom permission setting for every user to meet the data compliance policies of your organisation.
Equip Your Reps
Empower the sales reps with every tool they are ever going to need
Integrate Google Workplace with Playbook AI to enable sales reps to automate email communication and get a higher engagement rate.
Meet the data-compliance policies of your organisation effortlessly.
Playbook AI has developed the best-in-class Identity and Access Management capability to create a permission setting customised to the needs of every user.
Allow users to view multiple pipelines or restrict them to any one of them.
Enable users to create or update plays and restrict their view by showing all, own, or team members’ cadences.
Show all the leads to the users or limit their view by showing their own leads or the leads owned by the team.
Allow users to add-on or update existing templates.
View Activity Logs
Show all the sales team activities done or restrict the view by showing the activities done by the user or by his team members.
View and Add Lists
Authorize users to add or update lists and enable them to either view all the lists uploaded, lists uploaded by the user, or by his team members.
Show all the reports to the user or allow him to view the reports generated either by him or by his team.
Allow the users to add or update tags based on their preferences.
Integrate the G-suite account of the sales reps with Playbook AI, enabling them to use gmail for email communications for a higher response rate from the prospects.
Create events in the google calendar and share links with the prospects to show available slots for booking a meeting and sync the preferred meeting information automatically with Playbook AI.
Enable the admins to set office timings based on sales reps’ availability and route the incoming calls of the prospects to the personal numbers of the sales reps for higher engagement and consistent productivity.
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.