XANT, the company behind Playbooks Sales Engagement, announced several transformative product innovations centered around compliance. XANT unveiled these new developments to enable sales organizations to better align with compliance laws and produce consistent results.
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Sales leaders can now utilize Playbooks to ensure teams are in alignment with compliance restrictions and following best practices. Create customizable preset guidelines that adhere to regional restrictions and prevent reps from going rogue. These features include:
Call Compliance
- Configuration with regional call recording and monitoring restrictions
- Local call restrictions configuration (i.e. designate when calls can be made by area code according to local regulations)
- Call recording access restrictions (i.e. designate who can access certain call recordings)
- Dynamic call record pausing (i.e. event-based, as when someone provides credit card info)
- Do not call restrictions configuration
- Over-dial prevention
Email Compliance
- Email opt-out configuration
- Email sync blacklisting
- Embedded email opt-out enabled
- Invalid email address detection
- Locked email templates
Workflow Compliance
- Workflow priority enforcement (i.e. enforce adherence to an established priority order for records to be worked)
- Workflow skip and adherence reporting
CRM Compliance
- CRM merge field limits
- User data access controls (i.e. configure which fields are available and shared)
- CRM sync logging and customizable sync controls (i.e. detailed activity logs, with CRM sync configuration)
“The largest enterprises are taking on the massive digital transformation. At XANT, we know you can’t afford to ignore compliance. More information is at risk, and more measures need to be taken to protect it,” says Chris Harrington, XANT CEO. “We built Playbooks to enable salespeople to do their jobs and to do them in a better, safer, more efficient way. These features help to make that goal a reality.”
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