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Just-In-Time Actions: Can AI Get Reps to Follow the Sales Playbook?

In a conversation with a Sales Enablement Manager from a Software Development company in Washington, discover how crucial is sales playbook adoption for your sales reps in order to close more deals and increase win rate.
SKO done, adoption none!
Sanchit Garg
Sanchit Garg
Cofounder & CEO, Zime
Published Jul 31, 2024

The sales content graveyard problem

Five Stage Sales
4 reasons why sales playbook adoption is hindered

The sales enablement leader of a Washington based software development company expressed how crucial it is to have a streamlined sales process and how she would be interested to know more about AI being integrated into the sales process, increase win rate and sales playbook adoption overall.

Here’s what we have experienced from all of our calls and clients; 

Despite the effort put into creating sales playbooks, many organizations struggle with getting their sales teams to adopt and consistently follow the playbook. 

Sales reps often find the sales playbooks to be:

  • Dense and overwhelming.
  • Leading to low engagement and inconsistent implementation by the sales reps
  • Challenging to keep them up-to-date with the ever-changing sales landscape and customer preferences.

This is what typically happens:

  • Sales teams pour a lot of effort into creating enablement content like slaes playbooks, customer personas, and messaging guides. 
  • This valuable content gets lost in PowerPoint decks, shared drives, and knowledge bases—a graveyard of unused materials.
  • Leaders start wondering if all this effort and training are worth it when they don’t see a noticeable impact on sales performance.

Tools like Gong and Chorus offer call recordings, but sifting through all that data can be overwhelming and time consuming for sales managers. Because of this, well crafted sales strategies and best practices often get overlooked with reps falling back on their old habits instead. This means the enablement team’s hard work doesn’t get the spotlight it deserves and the organization misses out on tapping into its sales force’s full potential.

Absence of personalized coaching for the sales reps

Listening to every call recording is a time-consuming and inefficient process, often leading to managers becoming glorified AEs (Account Executives) rather than true coaches.

Furthermore, the feedback provided through this method can sometimes be perceived as harsh or demotivating by the sales reps, potentially crushing their morale.

Adopting a proactive, data driven coaching style can really boost how well your sales playbook are embraced and improve your win rates. By providing your reps with personalized, timely guidance and actionable feedback, you’ll foster a culture of continuous learning and growth.

Just-in-time actions (for sales reps)

The traditional approach to sales playbooks often involves static documents like PowerPoint decks or PDFs, which outline the sales strategy, sales plays, messaging, and actions reps should take at various stages of the sales cycle.

Zime's innovative solution revolves around transforming these static playbooks into just-in-time actions and reinforcement for your sales team. Rather than relying on reps to memorize and recall extensive playbook content, Zime's AI-powered platform seamlessly integrates your playbooks into the natural flow of each sales engagement.

Before every call or meeting, Zime surfaces the relevant playbook actions tailored to the specific prospect, deal stage, and context. This just-in-time reinforcement ensures reps have the right information at their fingertips when they need it most, without overwhelming them with extraneous content.

Sounds like a nightmare, doesn’t it?
Checklist delivered right into your messaging app one hour before the call

After completing a sales call, the manager can review the scorecard, which highlights the representative's strengths and weaknesses. This allows for the assessment of sales play adoption and the identification of coaching gaps.

For example, the report might indicate that the rep effectively covered the prospect's current challenges but failed to explore their budget or decision-making process. The AI would then provide suggested questions or talking points to help the rep address those gaps on the next call.

Zime empowers your sales team to consistently execute your sales strategies and best practices, driving more conversions, higher win rates, and increased revenue.

Sales managers can now take a sigh of relief!

Sales managers often struggle with constantly coaching and giving feedback to their teams. This can make them feel like glorified sales reps and distract them from strategic initiatives.

Zime helps by:

  • Providing sales reps with personalized coaching and feedback.
  • Analyzing past calls and generating tailored prep notes for upcoming calls.
  • Highlighting key actions for reps based on sales stages.
Sounds like a nightmare, doesn’t it?
A shelf-ware playbook is harmful in the long run!

Benefits for managers:

  • Reduces the need to monitor every call, freeing up time for strategic focus.
  • Allows sales managers to focus on higher-level coaching and team development.
  • Offers insights into team performance and playbook adherence.
  • Enables data-driven decisions to improve sales effectiveness and efficiency.

How much time does it take Zime to establish?

During this conversation, the Sales Enablement Manager mentioned how robust their product is and it takes a lot of time to fully vet a customer and really become their partner, get to know their systems and intricacies of how they work.

Seven days is all you need!

On day one, start without fees, training, or technical hassles. Connect the platform to your CRM and tools like Gong or Chorus to let the AI analyze your sales data and interactions.

Over the week, the AI processes your sales playbooks, customer personas, messaging frameworks, and historical conversations. It combines this information to create a data-driven playbook tailored to your sales environment, with actionable steps for each sales cycle stage.

After seven days, your team can access the AI-powered playbook integrated into their workflow through pre-call briefings and post-call coaching. The platform continuously learns and updates, ensuring your team always has the best strategies to boost win rates and performance.

Interested in getting going?

If you resonate with this and want to make your sales plays actionable and measurable, we would love to have you onboard.

Your next steps:

Pilot for 21 days - no fees, no training till you see results.

No more shelf-ware playbooks or a graveyard of call recordings!

Sounds like a nightmare, doesn’t it?
Bureau was able to streamline their sales process efficiently with just-in-time actions for their sales reps.

Overview

Challenges with Sales Playbooks:

  • Sales playbooks often remain unused or underutilized due to their dense and overwhelming nature.
  • Enablement content gets lost in shared drives and PowerPoint decks, leading to minimal impact on performance. Managers face difficulty in providing personalized feedback due to time constraints.

AI-Powered Solution:

  • Just-in-Time Actions: Transforms static playbooks into dynamic, situationally-aware guidance.
  • Personalized Coaching: Reps receive tailored prep notes and real-time feedback during and after calls.
  • Efficiency: AI processes sales playbooks and historical data in seven days, integrating seamlessly with existing tools like CRM and Gong.

Benefits for Sales Managers:

  • Reduces time spent on monitoring calls and delivering feedback.
  • Allows focus on higher-level coaching and team development.
  • Offers insights into team performance and playbook adherence.
  • Provides insights into team performance and adherence to playbooks.
TagsSales PlaybookSales Playbook CreationSales Playbook AdoptionCreate Sales PlaybookSales RepsSales ManagersSales Enablement
Sanchit Garg
Sanchit Garg
Cofounder & CEO, Zime
Meaningful goals drive me. My goal is to empower everyone to be a top-performer with accurate nudges in the workflow. Before InnerFit, I founded TravelTriangle for "Holiday Experience," which achieved market leadership with $42mn+ ARR and a team size of 700+ go-getters.
In this Blog

Frequently asked questions
How does personalized coaching with AI work?
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Reps receive tailored prep notes before each call, highlighting key actions and talking points. The AI tracks call performance and provides a scorecard with recommendations for improvement. Continuous feedback helps reps refine their skills and improve performance.
What sets Zime apart from other AI tools like Chorus and Gong?
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Unlike other tools that primarily record calls and take notes, Zime goes beyond analyzing data to offer tailored recommendations aligned with company’s sales and marketing data and customer decision drivers. It keeps the sales playbook updated in real-time and integrates seamlessly with most of the messaging tools, fostering continuous improvement and faster sales cycle times.
Why do we need sales playbooks and handbooks?
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Sales playbooks and handbooks are essential tools that provide clear guidance for sales reps on how to excel in their roles, manage their time effectively, and navigate complex sales processes. They ensure consistency in sales practices, enhance training, and improve overall sales performance by providing a structured approach to selling.

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