Playbook AI Features

As reported in 12 Playbook AI reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

As reported in 12 Playbook AI reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 11 Playbook AI reviews.

As reported in 11 Playbook AI reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. 11 reviewers of Playbook AI have provided feedback on this feature.

As reported in 11 Playbook AI reviews. Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

As reported in 10 Playbook AI reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Based on 11 Playbook AI reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 11 Playbook AI reviews.

Provides gamifaction features to rank sales reps on performance

As reported in 11 Playbook AI reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

Based on 11 Playbook AI reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 11 reviewers of Playbook AI have provided feedback on this feature.

Based on 10 Playbook AI reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

As reported in 10 Playbook AI reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives