Playbook AI Features
What are the features of Playbook AI?
Integrated Workflows
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options
- CRM Integration
- Calendar
Repeatability and Reportability
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
AI and Automation
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning
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Playbook AI Categories on G2
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Integrated Workflows
Task Management | Based on 12 Playbook AI reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 99% (Based on 12 reviews) | |
Email Tracking/Automation | Based on 12 Playbook AI reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 96% (Based on 12 reviews) | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 11 reviewers of Playbook AI have provided feedback on this feature. | 94% (Based on 11 reviews) | |
Other Outreach Options | Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 11 reviewers of Playbook AI have provided feedback on this feature. | 94% (Based on 11 reviews) | |
CRM Integration | 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. | 94% (Based on 11 reviews) | |
Calendar | Based on 11 Playbook AI reviews. Integrates with calendar software so users can seamlessly schedule calls. | 95% (Based on 11 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | Not enough data |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | Not enough data | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 10 Playbook AI reviews. | 98% (Based on 10 reviews) | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. 11 reviewers of Playbook AI have provided feedback on this feature. | 97% (Based on 11 reviews) | |
Sales Coaching and Insights | 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. | 94% (Based on 11 reviews) | |
Gamification | Provides gamifaction features to rank sales reps on performance | Not enough data |
AI and Automation
Lead Prioritization | Based on 11 Playbook AI reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 94% (Based on 11 reviews) | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 11 reviewers of Playbook AI have provided feedback on this feature. | 95% (Based on 11 reviews) | |
Best Time of Day Scheduling | As reported in 11 Playbook AI reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | 94% (Based on 11 reviews) | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 10 reviewers of Playbook AI have provided feedback on this feature. | 95% (Based on 10 reviews) | |
Machine Learning | See feature definition | Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. This feature was mentioned in 10 Playbook AI reviews. | 92% (Based on 10 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
