Powerful Reporting for Sales Leadership

A comprehensive analytics platform for highly data-driven sales practitioners.

Account Engagement

In-depth account-level analysis

Playbook AI provides a very detailed analysis of how the accounts in your target list are being nurtured. You can easily measure which accounts are engaging more with your sales representatives or moving faster through the sales cycle so that you can guide the latter on how to calibrate their effort effectively.

Optimise Sales Playbooks

Grow Your Engagement Rate Consistently

Get a detailed analysis of how every activity-step across all your sales playbooks are impacting the progress of the target accounts through the stages of your sales funnel. Double-down on stakeholders who are engaging more or on the channels that are generating a higher response rate for your sales reps.

Team Performance

Turn your sales reps into sales champions

Measure the relative performance of your sales reps to identify what is working for the top performers and use the information to coach the rest of your team. You can also measure the relative performance of the sales reps across email, phone and social media to identify their strengths and weaknesses to further deliver a tailor-made coaching program.

Develop macro & granular level insights to optimise every aspect of your sales practice.

Channel Analysis

Play Analysis

User Analysis

Account Analysis

Digests

Measure the impact of the activities done across channels such as phone, email and social media in advancing a deal through the stages of the sales funnel.

Optimize the sales playbooks based on how the steps are performing.

Identify which steps in your sales playbook are creating the desired impact and which ones are not to constantly keep optimising it for higher opportunity creation and win rates.

Measure the efficiency and engagement of the sales team channel-wise.

Measure the productivity and the proficiency of your sales reps across channels- how many activities are they doing, how well are they engaging on the phone, how much response rates do their email generate.

Analyze engagement of each stakeholders within an account for optimization.

Learn how well various stakeholders in an account are engaging with your sales team across email, phone and social media to gauge the interest and likelihood of an account to move forward toward closing the deal.

Get a review report at the end of a business day.

Get a report emailed to you at the end of business everyday to review the achievements of your sales reps.

Measure the impact of the activities done across channels such as phone, email and social media in advancing a deal through the stages of the sales funnel.

Identify which steps in your sales playbook are creating the desired impact and which ones are not to constantly keep optimising it for higher opportunity creation and win rates.

Measure the productivity and the proficiency of your sales reps across channels- how many activities are they doing, how well are they engaging on the phone, how much response rates do their email generate.

Learn how well various stakeholders in an account are engaging with your sales team across email, phone and social media to gauge the interest and likelihood of an account to move forward toward closing the deal.

Get a report emailed to you at the end of business everyday to review the achievements of your sales reps.

What Challenges Related to Growth & Revenue
Are You Working On Right Now?

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.