Sales Playbook Automation demo
A playbook matrix by region, product and audience: each cell built from approved content and SOPs, rebuilt when a source changes, and a chat that answers with the SOP line. 1:15
What the demo shows
A field enablement solution for sales and medical teams that builds playbooks by region.
Agents build a playbook for every region, product and audience from approved content, SOPs and product information. When a source changes they find every playbook built from it and rebuild only the changed section; the owner signs once and it goes live in CRM.
Transcript
- Sales Playbook Automation builds field playbooks by region, product and audience for pharma sales teams.
- Today, one SOP change can leave dozens of playbooks quoting old rules.
- The matrix shows all 61, with each cell's age and its SOPs.
- This morning, Quality approved a new version of the handling SOP.
- Lena rebuilds. 12 playbooks turn amber, and agents rebuild only their storage section.
- Each cell names its changed section.
- Hear the new complaint step.
- A rep asks this playbook about a warm pen and gets the SOP line.
- Lena signs once. 34 editions go live for 216 reps.
- Playbooks built 70% faster and current the day and SOP changes.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.