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 →
Refer Email Templates within Playbook and CRM
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 →