Understand Who to Target
Health scorecard prioritizes contacts and accounts based on their likelihood to engage and buy, ensuring reps focus on the best leads first.
Reps have the flexibility to apply rules-based selection, AI-based selection or a combination of both, ensuring they have control over their contact strategy.
Know How & When to Engage
Health scorecard guides sales reps with custom-built or downloadable contact strategies called Plays.
Scorecards consist of a Purpose, a target List, Assets that offer value, Yield to report outcomes, and a Series of Activities to contact and qualify prospects.
Stay Organized
Playbooks provides a daily schedule of activities from all active Plays to remind reps who to follow up with and when. Reps can run hundreds of Plays at a time, each with multiple steps across multiple channels, without ever getting lost.
“The general who wins the battle makes many calculations in his temple before the battle is fought. The general who loses makes but few calculations beforehand. ”