Playbooks Solution for A/B Testing How to A/B Test Features to Put Out Your Best Content Setting up an effective sales strategy can be challenging if you don’t employ a mechanism to test and compare effectiveness. If you’re considering making updates to email templates, Plays, or even phone call talk...
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Gmail Setup for Playbooks Emails How to set up Gmail to send emails from Playbooks Setting Up Gmail for Playbooks Emails Playbooks allows users to send emails directly from the product using their own email accounts. These emails are tracked and reps are notified when their prospects engage with their...
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Additional CRM Configurations for Dynamics Optimize Playbooks for an excellent user Experience Title 80% Button Text See All Dynamics Admin Articles Next Put the finishing touches on your Playbooks setup. Configure End User Security Roles and add unique fields to the Entity Form. Be sure to double check Network and...
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Provision a Playbooks Account for Dynamics Prerequisites and steps to provisions a Playbooks account for Dynamics Title 60% Back See All Dynamics Admin Articles Next The process to provision a Playbooks account and connect it to your CRM requires a live meeting with a XANT team member. The following instructions...
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Set Up the Integration User in Dynamics Guidelines for Setting up the Integration User in Dynamics Title 40% Back See All Dynamics Admin Articles Next Playbooks requires an Integration User (a.k.a. Service User, Access User, etc.) which connects the CRM to the corresponding Playbooks account and synchronizes data between Playbooks...
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Playbooks Manager Application Onboarding For Dynamics The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Dynamics Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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Install the Playbooks Dynamics Managed Solution Step by step guide to install the Playbooks Dynamics solution Title 20% See All Dynamics Admin Articles Next Every action completed in Playbooks creates important data that can be used to track the effectiveness your current sales motion. Your CRM must have the proper...
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Playbooks Solutions for Accounts and Opportunities Explore use cases and benefits of using Playbooks with Accounts and Opportunities Playbooks not only allows for easy prospecting with contacts and leads but also provides dynamic engagement with Accounts and Opportunities. This means that Sales, Marketing, and CS teams can benefit from the...
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Account and Opportunity Management How to use Accounts and Opportunities with Playbooks Accounts and Opportunities function in Playbooks similarly to Contacts and Leads with some nuances to manage multiple contacts being involved. Users enroll Accounts and Opportunities into Plays and complete Play Steps just as they would for a Contact...
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Threaded Emails When to Send Threaded Emails as Your Email Reply Sending emails from Playbooks is simple especially when it’s a Play Step. But what happens when you receive a reply from a customer or are on a second email step in the same Play and want to refer to...
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