Elevate your sales game with smart account management and actionable intelligence

Define a perfect sales playbook and apply it across all revenue-creating functions. Define actions, identify obstacles or deficiencies, and take swift action to address them.



Try Sales Playbook Free      Get the Datasheet

 

Elevate your sales game with smart account management and actionable intelligence

Define a perfect sales playbook and apply it across all revenue-creating functions. Define actions, identify obstacles or deficiencies, and take swift action to address them.



Try Sales Playbook Free      Get the Datasheet

 

Define and track an execution playbook ​​​​​​​​​​​​​​that aligns the sales organization

Ensure your revenue teams stay on top of their accounts and relationship building cadence. Enable sales leaders to identify organizational strengths and remediation actions to course correct lagging performance.

Unleash revenue potential through motivational sales tracking and remediation

Define

Set up the activities and relationships. Define a scoring weight for each activity and we'll calculate a success score for each of the accounts, allowing you to spot any accounts that may be neglected.

Define

Set up the activities and relationships. Define a scoring weight for each activity and we'll calculate a success score for each of the accounts, allowing you to spot any accounts that may be neglected.

Track:

Allow your Reps/AMs to check out which activities they are expected to perform and when, including consulting activity aids via contextual reference links. 

Track

Allow your Reps/AMs to check out which activities they are expected to perform and when, including consulting activity aids via contextual reference links. 

Analyze:

Give Reps/AMs in-context reminders for pending tasks, acknowledge achievements, and gamify performance with badges, tiers, and leaderboards.

Analyze

Give Reps/AMs in-context reminders for pending tasks, acknowledge achievements, and gamify performance with badges, tiers, and leaderboards.

Remediate:

Employ real-time metrics for immediate intervention of at-risk accounts or lagging activity performance. Automate delivery of materials, training, or incentives to improve performance.

Remediate

Employ real-time metrics for immediate intervention of at-risk accounts or lagging activity performance. Automate delivery of materials, training, or incentives to improve performance.

A plug-and-play solution built for revenue excellence

Fielo Sales Playbook connects to Salesforce hierarchies and CRM data; performance renders in Sales Cloud / Sales Console interface.

  1. Quick to setup - launch in minutes
  2. Integration
  3. Configurable by the business
  4. Easy to use
  5. Quick to interpret
  6. Simple to drill-down and action
  1. Quick to setup - launch in minutes
  2. Integration
  3. Configurable by the business
  4. Easy to use
  5. Quick to interpret
  6. Simple to drill-down and action

Trusted by companies looking for engagement,
performance, and revenue

What gets measured, gets “rev-done”

Sign up to try Sales Playbook Free*     Request a demo

* Sign up to try Fielo’s Activity Planner with Sales Playbook for a 14 day trial. Excludes Fielo Incentives, Gamification and Learning functionality.
No credit card required. Customers must have an active Salesforce Sales Cloud license.

For partners

For employees

For customers

Fielo

Working with Salesforce

Know More

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
© Copyright 2024 Fielo. All Rights Reserved.

10000 Highway 55
Minneapolis, MN 55441
USA

Rua Visconde de Piraja 66
Rio de Janeiro, RJ 22410-000
Brazil