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Klenty’s Playbooks makes your follow-ups more effective by adapting your sales strategy to where prospects are in their buying journey.
The prospect is interested and says ‘yes’. Meeting booked!
The prospect shows a little interest but stays on the fence
The prospect ignores your outreach and you stop
reaching out to them
Playbooks identifies where prospects are in their buying journey. And
uses an advanced ‘Trigger Matrix’ to ensure you execute the right
strategy for every prospecting outcome.
When This Happens
Then This Happens
No more blind follow ups
Intelligent sales outreach
Automatically switch activities based on whether prospects
are cold, warm or hot. Never spam and pray again.
Automatically assign calls or hyper-personalized email steps for sales-ready prospects
Push less-engaged prospects to open a conversation with you by switching them into a ‘nurture’ sequence
Confidently engage prospects with a strategy for every possible status.
Never miss a single opportunity again.
Drive prospects who respond on call/ Linkedin into further call or personalized follow-up steps, amplifying engagement
Assign ‘call later’ or email follow-ups for prospects who don’t pick up calls or interact on Linkedin
When calls go to voicemail, assign next steps on other channels so you open conversations without wasting time
Turn ‘No’s and ‘Not now’s into ‘Yes’ with a strategy for
every possible outcome from your outreach.
Transfer prospects who show ‘positive’ outcomes on call to AEs without manual work
Assign gentle nurtures for prospects who give negative responses to your outreach. Stay in touch till their next buying cycle
Set up tasks to find and engage the right contact, in case you called the wrong one
From cold to closed, execute the right activities for every
sales stage while removing manual work.
Automatically direct prospects entering your CRM into the right sequence and to the right owner in Klenty.
By triggering a playbook for every pipeline stage, make sure seller activities are consistent and timely
Klenty moves prospects who belong to different CRM filters ( such as lost, contacted, not contacted) into the right list in Klenty. And then into the appropriate sequence
With a list and a strategy for every prospect, you control your ability to hit quota
Get more meetings booked from the same prospect list
Clone winning playbooks from other reps so you exceed targets, together
Put more effort into prospects who matter. Nurture the rest. Avoid burnout.
See Playbooks in action nowBOOK A DEMO
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The demo will be tailored to your sales
workflows and needs.
What Can You Expect?