Playbook guides selling and tracks your customer’s engagement.

With PlayBook, you can serve up relevant and useful sales content, exactly when it is needed during your sales process.

Sales reps share content with customers from opportunity, account, lead, contact and other pages in Salesforce

When a customer reads or shares the content, engagement information is tracked to help inform the sales team to engage,

Track content usage with Salesforce outcomes (eg win/loss) to identify the value of marketing content, maximise ROI and accelerate sales.

Guide reps to the right content at the right time

Easily customise content 

Track consumption analytics for ROI tracking

Playbook is a native Salesforce application that guides your sales reps throughout the sales process.

Share, track and protect content that is for the customer or internal only usage. 

You can guide reps to content that is tailored to sales stage, industry type or any other salesforce field. This guidance is on the Salesforce pages they are using. 

We are proud to be a value added reseller of Sales Enablement from Data Dwell.


Asset library

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



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


Detailed reporting

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


Guided selling

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


Simple sharing

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


Native Salesforce

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

Would you like to build winning sales playbooks and use them to guide your selling?

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