Do you use SmartWe or CAS genesisWorld as your CRM?

Then you can integrate Linkando Playbooks directly into your CRM.

And it's really easy to do in Google Chrome or Microsoft Edge Browser. You don't need expensive and complex integrations for this!

Why use playbooks in CRM?

As a sales leader, you need to ask yourself what role your CRM plays in your sales processes.

CRMs are primarily used to maintain contact data and record customer histories. However, they are not a dedicated sales enablement tool for increasing performance.

This is where digital playbooks come into play.

Unlike conventional playbooks, you can integrate digital playbooks directly into the CRM.

They give your sellers instructions on how they should communicate with the contacts, what the next steps in the sales process are, the quality of the respective lead/customer and much more.

Put simply, playbooks make your CRM actionable: While the CRM collects and aggregates data, playbooks tell your sellers how they can use this data to generate more sales. 

How do Linkando Playbooks work in CRM?

You don't need a complex and expensive integration, simply install the Linkando sidebar (from the Google Chrome Store) and you can use digital playbooks in your CRM immediately.

Linkando Playbooks are not a pure CRM function, which means that they are not only available in SmartWe or CAS genesisWorld . You can integrate your playbooks into all common sales tools, for example LinkedIn, video conferences such as Microsoft Teams or Zoom, helpdesk platforms such as ServiceNow or other tools such as Demodesk, Outreach or ZoomInfo.

This allows you to use your playbooks across tools and processes for structured sales processes across many different departments and functions.

An example

You have identified a new lead with the LinkedIn Sales Navigator - CommunPia GmbH.

As you can also use your playbooks in the LinkedIn Sales Navigator, you have qualified the lead there directly with the Linkando sidebar. The playbook assigns the customer a lead score of 3.75.

The next step is to create CommunPia GmbH as a new contact in your CRM.

Now open your Linkando sidebar in the CRM.

There, the playbook will show you the next step: Outreach.

Linkando asks if you already know the customer? If so, Linkando skips the outreach phase and goes straight to the intro call.

If not, Linkando will suggest an outreach message. The outreach message is followed by an intro call or a discovery call. 

Linkando guides you through the entire sales process, from lead generation and your pitch to cross-selling and upselling.

The Linkando Playbook is not only available to your sellers in the CRM, but in all your sales tools. 

Get started now

Have we piqued your interest in the CRM solutions from CAS? Then get a SmartWe or CAS genesisWorld account and install Linkando Playbooks via the Google Chrome Store. Ready to use immediately, without time-consuming integration or training.