Scout® Playbooks
Automate customer engagement best-practices
Scout Playbooks is an automation service that uses rules to trigger and monitor customer engagement processes across multiple systems. Sales, marketing, and customer success can use Scout Playbooks to help retain and grow customer relationships and revenue, by quickly defining and deploying automated customer engagement processes at the user, subscription, and customer level.
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Playbook Editor
Create customer engagement plays to define best practices.
Playbook Editor lets you define a set of triggers and automations for customer engagement to meet specific customer relationship objectives, leveraging your real-time customer data and Scout's best practices. Because it's so easy to create, edit, and deploy customer engagement plays, you can reach more customers, more effectively, even at scale—which lowers your overall cost of customer retention and growth.
Playbook Orchestration
Match playbook execution to individual customer needs.
Playbook Orchestration lets you configure and control when and how your customer engagement plays are executed—such as how you remind your support team to provision users versus when to remind users to login. By matching customer engagement plays to individual customer needs, you can improve the quality of your outreach.
Playbook Monitoring
Track your playbook results to improve outcomes.
Playbook Monitoring helps you identify which customer engagement plays are effective and which aren't. By measuring outcomes and adjusting your triggers and automations, you can continuously improve your results.
Playbook Management
Change your operations on the fly to adjust to customer needs.
Playbook Management gives you a console for enabling and disabling individual playbooks and plays. You can deploy or suspend automation processes, assess the results, and quickly respond to customer needs.
Automation Library
Use pre-built automations to integrate with third-party systems.
Automation Library is a set of off-the-shelf automations that work with your existing third-party systems, so you don't need to develop custom integrations. These automations can greatly accelerate time to deployment.
