Sales Playbook Pro™ fits seamlessly into your existing systems to fully leverage your CRM. The chart below shows how Sales Playbook Pro™ enhances your CRM so you can exceed your goals month after month.
Track the Sale CRM
Make the Sale Sales Playbook Pro™
Function
Software specifically designed to store, organize and analyze prospect and customer data
Customized and fully integrated system that helps you convert contacts to contracts. Aggregates positioning, pricing, FAQs, customer data, and more in a convenient web-based platform
Purpose
Works as a central repository focused mainly on tracking customer information and interactions
Makes all pertinent sales information readily available to improve the speed, quality and volume of leads processed
Sales Process
Standard — designed to work for specific sales models
Customized — fully tailors your CRM to your organization, supports all sales models
Delivery
Enterprise — onsite or web-based
Seamless — web-based integration with any CRM
User Model
Mono-line — tracks, reports and analyzes customer information
Layered — incorporates additional sales and marketing information to use on-the-fly
User Experience
Historical — user can read notes from previous interactions, input data or tasks after a call
Immediate — automatic updates ensure the most up-to-date information is exactly where you need it, when you need it