Automate Sales Workflows & Cold Outreach

Automate Account-Based Prospecting, Omnichannel Follow-Up,
Lead Routing & Much More

Increase Account Coverage

Get Your Sales Rep to Do 25% More Activities

Playbook AI enables your sales reps to effectively cover more accounts by automating several time-consuming activities such as planning and launching an account-based sales play, logging activities into your CRM and omnichannel follow-up.

Exceed Quota

Create More Opportunities & Close More Deals

Sales reps using Playbook AI are more efficient in creating opportunities or closing deals, because they are able to effortlessly execute account-based sales or prospecting, follow up multiple decision makers, across email, phone and social media at the right time leveraging automation.

Adopt Best-Practices

Run Your Sales Processes Like Clockwork

Playbook AI enables you to create workflows which automate several components of your sales processes to ensure your organisation is able to adopt best practices in managing and routing leads, updating your CRM in real-time to maintain single-source of truth.

Playbook AI offers the most advanced suite of sales engagement automation tools

Lead Management

Pipeline Management

Omnichannel Follow-up

CRM Logs

Workflow

Leads are sourced and routed to the right cadences and the right sales reps automatically by integrating the CRM with Playbook AI

Integrate your CRM with Playbook AI to source and route leads to the right cadences and the right sales reps automatically in real-time.

Update the status of the sales pipeline automatically in real-time based on the activities done in the CRM or Playbook AI.

Update the status of your leads across the stages in the sales pipeline based on the activities in your CRM or in Playbook AI, automatically in real-time; to ensure smooth and automatic hand-off of leads to the next stage and right account-executive.

Increase account coverage and the number of omnichannel follow-ups by automating tasks in the plays.

Automate tasks in your sequences to increase account coverage and the number of follow-ups done per lead across email, phone and social media to create more opportunities.

Automatically log sales activities to your CRM.

Get activities done in Playbook AI by your sales representatives automatically logged into your CRM; thus ensuring a single-source of truth is maintained without losing precious time to doing repetitive tasks.

Create workflows for automating every aspect of the lead journey.

Create workflows that automate the journey of a lead- right from importing them from the CRM to segmenting them to adding them to the right cadences and the right sales reps at the right time through every stage in your sales pipeline until the finish line- where the leads can be either deleted, archived or pushed back to the CRM or handed off to a third-party system using web-hooks.

Integrate your CRM with Playbook AI to source and route leads to the right cadences and the right sales reps automatically in real-time.

Update the status of your leads across the stages in the sales pipeline based on the activities in your CRM or in Playbook AI, automatically in real-time; to ensure smooth and automatic hand-off of leads to the next stage and right account-executive.

Automate tasks in your sequences to increase account coverage and the number of follow-ups done per lead across email, phone and social media to create more opportunities.

Get activities done in Playbook AI by your sales representatives automatically logged into your CRM; thus ensuring a single-source of truth is maintained without losing precious time to doing repetitive tasks.

Create workflows that automate the journey of a lead- right from importing them from the CRM to segmenting them to adding them to the right cadences and the right sales reps at the right time through every stage in your sales pipeline until the finish line- where the leads can be either deleted, archived or pushed back to the CRM or handed off to a third-party system using web-hooks.

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.