A Sales CRM with Revenue & Customer Lifecycle management App for SaaS businesses
Now that we have Scripts, Email Templates, Collaterals, Plays and Checklists apart from regular CRM capabilities how do we make use of them to be an effective and efficient sales person? One way is to work on your deals in your Pipeline using the Checklist view. So. You in your pipeline view you can see... Continue Reading →
Oh yeah! The function that we always wanted our Playbook to deliver from way long back (among others). For years. We had always wanted to provide a mechanism to all our Sales brothers and sisters wherein a play for any given situation could be found within the CRM itself. With the help of Scripts, Collaterals,... Continue Reading →
Well, we have Scripts (Process) and Email Templates now within Playbook. What else? How about having your important collaterals as well (documents - presentations, spreadsheets, ROI docs, etc) within Playbook for easy reference and usage as appropriate? Oh yes, we do have this as well now :-D. Again, this "feature" is a direct result of... Continue Reading →
Just like Scripts why not have your most used Email Templates within Playbook as well. Now you do not have to "search" for the best email to use in any situation. When done right, you will have access to the best template to use (as informed or connected by your manager/leader) within your Checklist step... Continue Reading →
When I was heading Sales one of my major pet peeves was having to have a separate Google Doc for all the various Scripts, Email Templates, Collateral URLs, Processes, etc I had written (and collected from various sources). This used to irritate me (and my teammates) since we had to look for the relevant item... Continue Reading →
We've just released a new feature we call "Checklists". Checklists can be defined from Settings - Checklists. What is a Checklist A checklist is a set of sub steps that define how a Deal moves within a Stage and to the next Stage or Pipeline. For e.g., let's say there is a STAGE called DRIP... Continue Reading →
We've just released a minor feature (with possible major impacts for you) - having an Internal Customer Profile Score (ICP) against every deal. Many of us have used Internal Customer Profiles to help our sales personnel find and sell to the right customers. How great is to have this right on your Deal page to... Continue Reading →
A CRM generally captures most important details about a contact. Like NameOrganizationContact details (Email, Phone, etc)Title, Department, Role, etcInteraction details (like calls, emails, etc made) This generally gives a pretty good idea of what a Sales executive needs to know about the contact. This works reasonably well for quick sales (here, it means that the... Continue Reading →
This week we released the minor (but with major consequences) feature of the smartBCC email feature. All sales people should be aware of this feature since it is quite standard in almost all CRMs. The principle is the same here at PB - When sending emails to any of your contacts put this smartBCC email... Continue Reading →
Bored and listless? During these trying times it is easy to get scared, worried, bored which may be called as Cabin Fever. The entire world is practically shutdown or shutting down as I write due to the Covid-19 pandemic. This has caused widespread panic, deaths, business loss, difficulties and has constricted our lives to stay... Continue Reading →
