On the 8th, Magic Moment, which develops sales management support SaaS, added a new function "Playbook sequence" to the company's sales support SaaS "Magic Moment Playbook" (hereinafter abbreviated as "Playbook") to automate communication according to the situation of business negotiations and customers. Was released.
Playbook synchronizes information in real time with CRM (Customer Relationship Management) and MA (Marketing Automation), and based on past success stories in the sales team, "Call to make a decision on implementation" and "Check the status of approval" Let's have a video conference for you. "
The playbook sequence added this time is a function that automatically proposes the optimum communication content based on the customer's activity such as the status of negotiations and login frequency. For example, by classifying the customer's situation into cases in advance and creating an email text according to each situation, the corresponding text is automatically proposed at an appropriate timing. Sales reps can send emails with a single click, and depending on the settings, it can be fully automated without a single click. The person in charge can edit a part of the text for each customer so that the content is not uniform.
Playbook is a system developed with the aim of making what machines can do to machines and allowing humans to spend more time on more creative tasks. The newly added Playbook sequence also automates some of the routine tasks, allowing sales reps to spend more time on more creative tasks, such as winning new deals. It can be expected to contribute to the improvement of sales productivity.
According to Magic Moment, playbooks are gaining more enterprise users, including publicly traded companies. In large companies, while the sales department plays a central role in caring for existing customers, there are also cases where the marketing department responds to new projects that flow in through inside sales, etc., and receives consultations from existing customers that cannot be covered by conventional products. It is said that it is increasing. Playbook seems to be useful as a DX tool in the field of new sales activities by the marketing department.
Magic Moment was founded in March 2017 by Yuya Murao, who was the general manager of sales for SMB products at Google Japan. In April of this year, it raised about 660 million yen in a series A round.
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