Make winning a habit. Close more deals with Playbooks.

Vtiger helps your sales reps advance deals by automatically creating tasks to be done at each deal stage.

When you analyze won and lost deals, there is a pattern of emails, calls, and meetings. Playbooks allow sales operation leaders to define the winning pattern by identifying the tasks to be done at each stage of a pipeline.

Vtiger automatically creates these tasks when a deal enters a stage. When the tasks are completed, the deal automatically advances to the next stage.

vtiger sales playbooks

What are Sales Playbooks?

Sales Playbooks are the templates with a predefined set of tasks sales reps must complete across a deal's journey in each sales stage.

Benefits of Playbooks

Help your reps without being with them

As a sales operations leader, you know best about the actions to take to advance a deal. You can define those in a template and let Vtiger do the rest.

Remove hurdles with timely alerts on stalled tasks

Vtiger allows you to define rules to get alerts for stalled tasks. For example, Vtiger can alert the manager if a task for NDA signoff isn’t done within 15 days of creation.

Help sales reps weed out unqualified deals

If the defined tasks are not done (Eg. NDA was not signed), it might signal that the client is not ready yet. Instead of losing valuable time chasing such deals, shift attention to the real ones.

Make it easier for buyers by removing hurdles

If your product involves a sales cycle lasting weeks or months, then your client needs to have many things covered when choosing the product. Many stakeholders’ buy-in is required. Playbooks enable your reps to help the decision makers and influencers with timely recommendations on the information to send (Eg. ROI document), tasks to be completed (Eg. get NDA signed), or milestones to be completed.

Reliable funnel and forecasts

Forecasts are usually wrong because managers do not carefully assess deals and often push them to an advanced stage for fear of telling the truth. Playbooks help you establish standard exit criteria for each stage and thereby get more reliable forecasts.

Here is what it looks like in action

Setup tailored playbooks for different pipelines.

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Setup tailored playbooks

Add tasks to be done by the rep in each stage.

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Add tasks in each stage

Use dependencies to add add time lag between tasks.

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playbooks timelag

Playbooks is one of the many things Vtiger has built to assist Sales teams.

Here are few other things you get with Vtiger:

My Sales Dashboards for reps to see how they are faring on key metrics compared to the best on your team.

Sales Coaching through call/meeting/email analysis.

Email Sequences to automate follow-up emails for persona-based outbound campaigns.

Group Mailboxes.

Appointment Pages.

Approval automation for quote discounts.

Sales Insights.

Quotas and Forecasts.

Mobile App.

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