Playbooks CRM Syncing How does Playbooks Log Activity to Your CRM Playbooks syncs information almost instantaneously with your CRM every time you complete an action in Playbooks or send an email through Track and Sync. You can also make updates to CRM records from your Playbooks screen. You can complete...
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Premium or Shared Rate Phone Numbers How to Identify you are dialing a premium rate or shared rate number If you've had issues attempting to dial certain numbers (especially in the EU), there could be a few reasons why the dial is not going through. First, determine if the issue...
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Manage Shared and Personal Records Navigating Team and Individual records and tasks Sales teams often have a need to navigate through different buckets of records and tasks based on ownership and urgency. Some records do not need to be actioned by a specific rep. Think of those low priority, nurture...
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Reporting Baseline Learn why and how to create Baseline Reports Baselining is the initial exercise of pulling together important data which can be summarized into metrics important to the business. It involves the following motions: Gather data (sometimes from many sources) Analyze and verify data with management, end users, operation,...
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Salesforce Reporting Best Practices What to consider and things to avoid while creating reports There are many reports you can run that combine Playbooks and CRM data and many ways to interpret the data presented in those reports. But before you make changes to your sales process based on this...
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Salesforce – Playbooks Fields & Reporting Unmanaged Packages What is included in the Playbooks Fields & Reports Unmanaged Packages Every action completed in Playbooks creates important data that can be used to track the effectiveness of your current sales motion. In order to be able to create reports in your...
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Salesforce Reporting – Overview An Introduction to Salesforce Reporting in Playbooks Your CRM houses data from both your company’s internal data and the activities your users complete in Playbooks. The data generated by completing tasks in Playbooks weaves in with your CRM data to create a comprehensive reporting experience. You...
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Salesforce Reports: Play Status Reports What Types and Number of Plays are Active Right Now Play Status Reports provide a view of the current status of records and tasks within in each Play. It’s important to note the Lead Status field of the record will not indicate if it has...
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Salesforce Reports: Play Outcome Reports How Effective are your Plays Once a Play has been implemented, it’s sometimes hard to tell if it’s working. These reports help you track what is working in your Plays and locate weak spots. When a Playbooks user achieves the goal of a Play, they...
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Salesforce Reports: Play Activity Reports Which activities have been completed and which have been skipped Play Activity Reports are the heart of productivity and visibility. These reports show Playbooks users and managers what actions have or have not been completed in Playbooks. These reports can easily be modified to show...
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