Playbooks help you monitor your team's conversations in real-time. They capture valuable insights, allowing your team to focus more on the conversation itself.
🗣️ If you would like assistance in crafting your Sales Playbook, contact us
How does it work?
Once your buyers join and recording begins, your playbook becomes "active." Salesroom will evaluate the conversation in real-time as it happens. Categories and their corresponding signals will be marked "complete" as the discussion advances, capturing insights along the way.
Deal level insights
If your meetings use domain-level tags, insights from previous playbooks will carry over. This helps you maintain a continuous, comprehensive understanding of your buyers throughout the deal lifecycle.
Components of a Playbook
Categories: These are the main sections of your playbook, like "Introductions," "Metrics," or "Champion".
Signals: These are specific actions or questions within each category, like "Did the rep introduce themselves and the company?" or "What goals are you aiming to achieve?"
💡 For the best results, use closed questions that focus on a single subject. Avoid using "and" in the question. Use the "context" field to help Salesroom AI better understand how to answer your signal.
Limits
You can include up to 10 categories in a playbook, and each category can have upto 5 signals. For optimal results, keep your playbook simple and focused.
Post Call Analysis
After the meeting, you can review the entire playbook in the Meeting Overview and Tag views. You can switch playbooks and reprocess the conversation to see how it would be assessed with a different set of criteria.
By using Playbooks, you can better understand buyer interactions and improve your team's effectiveness. For help in crafting your Sales Playbook, contact us