Playbooks - Pull in Data to create dynamic conversations

CRM & Sales CRM
,
1

Hi Team,

While I understand that the playbooks are a general way to present questions to sales teams etc, I’d love the ability to personalise the playbooks. When I write our playbooks, I tend to craft them in a way that the salesperson can just naturally read the content, rather than having to read, and then interpret it, then speak it. This is especially useful when you’re onboarding new team members, and they’re just getting started, and not 1000% familar with the product etc.

for example, the ability to pull properties into the sales playbook would be really handy;

"so [Name], you mentioned earlier you have approximately [XX] number of employees, how many of them do you think maybe directly related to the rollout of [product]"

Does anyone else feel this kind of dynamic content could help craft their playbooks?

2

Hi @_BF_,

Thank you for reaching out; that is a great suggestion and I appreciate you explaining how it would help you out. Currently, our product team reviews feature requests submitted on the Ideas Forum. I highly encourage you to upvote this related idea and add your use in the feed.

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Best,

Kristen