Dynamic Rep Alerts How to Create Customized Notifications in Playbooks Dynamic Rep Alerts send customized notifications to reps when they are working with a record that fits a predetermined rule. Managers and admins create rules in the Playbooks Manager app that trigger the notification when prospect’s CRM record matches that...
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Setting Playbooks User Time Zone How to set your own time zone in Playbooks Playbooks leverages users’ settings to automate tasks. These tasks become due based on the time zone Playbooks has selected. If the time zone Playbooks has selected is wrong, you can change this setting any time from...
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Seismic Integration How to Add Seismic Attachments to Playbooks Emails Many sales organizations struggle with reps sending outdated content in sales emails. With the new Playbooks and Seismic integration, users can now pull content directly from their Seismic content library and add the files to emails sent through Playbooks, ensuring...
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Enable the Add to Playbooks Button How to Configure Salesforce so the Add to Playbooks Button is Present Playbooks inserts a button into Salesforce that allows users to add records directly from the record page or list views. Some simple configuration is required for the button to appear. Often, Salesforce...
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PeopleFinder (Beta) What is PeopleFinder and how to use it Hunting for the right contacts to reach out to consumes a considerable amount of time reps could otherwise spend engaging with prospects. PeopleFinder brings intelligent contact recommendations to the rep within Playbooks, ensuring reps have the right contacts to work...
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Playbooks Solution for Computer-Based Calling How to use Computer-based Calling in Playbooks Playbooks gives reps the flexibility to connect the agent leg either with a phone system (PTSN) or through their computer and internet connection. Computer-based calling creates an Agent Leg and records activity to CRM the same as Phone-based...
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Playbooks Solution for Call Compliance Adhere to Call Compliance Regulations with Playbooks Making outbound calls to customers in a wide variety of locations while observing compliance regulations can be a complicated problem. Playbooks has call settings for outbound calls that help prevent compliance violations. Block calls to certain states based...
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LinkedIn Sales Navigator Integration How to Use LinkedIn Sales Navigator in Playbooks Sales reps spend quite a bit of time in different applications besides email and CRM. Most reps will use at least a half dozen different solutions per week. What if you could get your best and most useful...
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Swag Step Best Practices Make the Most of Your Marketing Budget with Targeted Swag Steps Sending logo'd swag to potential customers is a great way to put yourself first in their mind and also a way to celebrate partnerships on special dates (contract signing anniversaries, birthday, etc.). But sending something...
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Highspot Integration How to Use Highspot in Playbooks Highspot allows your organization to centralize all their email sales collateral in one place. By using Highspot and Playbooks together, you can quickly engage your key contacts and find centrally managed sales content from the Highspot platform. What is Highspot Highspot gives...
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