Playbooks

Deploy strategies to proactively retain and grow your customers

Salesmachine lets you define workflows to create onboarding playbook, anti-churn programs, personalized renewal processes, NPS reaction, upsell playbooks and any playbooks to retain and grow your customers.

Playbooks

Always know how and when to act

Salesmachine triggers a list of tasks to perform and emails to send when customers go through the customer journey: Onboarding, Adoption, Maturity, Renewals, etc.

Always know how and when to act

Proactively retain at-risk customers

Salesmachine triggers automagically a list of tasks to perform when customers match at-risk behavior.

Proactively retain at-risk customers

Engage with upsell candidates

Salesmachine triggers automagically a sales playbook when it detects upsell opportunities.

Engage with upsell candidates

Semi-automate repetitive emails.

No more copy and paste. Salesmachine lets you add emails templates in playbooks so you can be more productive.

Semi-automate repetitive emails.

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