Pick the business outcome you want to improve like reduce churn or Improve Sales
Import Playbook through Playbook Builder (R) which will automatically import all the relevant topics, phrases, & strategies which can be further customized
Create rules based action for each interaction like creating lead in Salesforce.com or SMS alert
BI integration to slice and dice results and create your own visualizations. Then set scheduled delivery of dashboards
SaaS Platform from SuccessKPIs provides Playbook Builder (R) which allows customers to download out-of-box playbook from Library based on business outcomes they want to drive. It would automatically create all the related artifacts like:
Once artifacts are downloaded, they can be further customized to specific customer’s needs.
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