Case Study: 123Employee boosts outbound meeting bookings with Playbook AI

123Employee - Customer Case Study

123Employee, a large outsource provider of appointment setting and lead generation services, faced challenges in efficiently managing and converting their high-quality marketing leads. Their existing sales engagement platform suffered from negligible adoption, creating a bottleneck. They needed a solution to better assign leads, orchestrate sales plays, and increase account coverage. They turned to Playbook AI and its sales engagement platform to address these issues.

Playbook AI implemented its system, including its Activityboard feature, which prescribes daily tasks to sales reps and removes adoption barriers. The solution involved setting up Salesforce integrations, building omnichannel playbooks, and creating custom analytics dashboards. As a result, 123Employee saw negligible leads fall through the cracks and reported a 72% increase in meetings booked for their clients through outbound campaigns after using Playbook AI.

123Employee

Daven Michaels

Chief Executive Officer