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PlayBook

Guided selling, marketing alignment and tracked engagement inside Salesforce
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With PlayBook you can serve up the most useful sales content, exactly when it is needed during your sales process. Reps share content with customers from inside Salesforce, then track adoption, usage and engagement to maximise ROI and accelerate sales.

Benefits

Accelerate success

Use the right content at the right time and accelerate customer engagement through the buying process toward successful closure.

Higher productivity 

Sales reps have the assets they need for success right where they need it, when they need it at each sales stage.

Marketing ROI

Track usage and customer engagement with marketing assets and tie this to success. Know which assets help you win and grow.

Features

A native Salesforce application that guides the sales reps through the sales process. It offers content by sales stage, simple sharing inside CRM and tracking of customer engagement.

 

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Asset library

Store asset libraries to build winning playbooks based on your most effective content

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Guided selling

Align marketing collateral to guide your reps with your defined sales process.

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Simple sharing

Reps can easily share content without leaving CRM and the task in hand.

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Analytics

Build insights from tracking of customer opens, clicks and page viewing habits.

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Detailed reporting

Use standard Salesforce + content share data to add richness detailed reports & dashboards

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Native Salesforce

100% native in Salesforce means no security risk of data leaving your company.

Why Outside In.

As a value added reseller of this amazing solution, OISM bring vast experience in B2B sales performance and in building sales playbooks that help sales people sell the value of your offer.

Our partner is a leader in digital asset management and they have used this expertise to build a truly innovative and simple solution for Salesforce.

To build and enable effective sales PlayBooks for your business

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