Playbooks
Novigem playbooks are practical, role-based blueprints for driving behavior change. While Core Concepts explain the “how” and “why” of the system, playbooks provide the “what” and “when”: specific configurations and guidance to achieve measurable business outcomes.
Each playbook includes recommended Rules, Challenges, and operating guidance tailored to a specific team or goal.
Focused blueprints
Solve specific business problems with ready-to-deploy configurations.
Proven configurations
Configurations that have worked for other teams, ready to adapt.
Reduced design time
Ready-to-use rule and challenge sets so you spend less time designing.
Trackable results
Measure outcomes against established benchmarks for each playbook.
Start Here
If you are new to Novigem or designing a program for the first time, begin with Designing Effective Challenges. The principles in that guide apply to all other playbooks.
Selecting a Playbook
Use the cards below to find the playbook that best aligns with your current business goals.
Improve Opportunity Stage Hygiene
If you want to improve forecast accuracy and CRM data quality.
Drive More First Meetings
If you want to increase pipeline volume and early-stage activity.
Save Manager Time
If you want to reduce administrative burden on sales leadership.
Drive Account Expansion
If you want to grow existing accounts and improve upsell rates.
Improve Renewal Readiness
If you want to ensure proactive engagement before contract end.
Sales Playbooks
Improve Opportunity Stage Hygiene
Forecast accuracy and CRM data quality.
Drive More First Meetings
Pipeline volume and early-stage activity.
Save Manager Time
Reduce administrative burden on sales leadership.
Customer Success Playbooks
Drive Account Expansion
Grow existing accounts and improve upsell rates.
Improve Renewal Readiness
Ensure proactive engagement before contract end.
How to Use These Playbooks
Most teams start with a single playbook to keep focus during an initial pilot. Once behaviors become consistent, additional playbooks can be layered in to reinforce adjacent outcomes.
Each playbook includes:
- The behaviors it reinforces
- A recommended 6-week configuration
- Guidance for managers and leaders
- Metrics to review at the end of the cycle
Playbooks are intended to evolve. Adjust scope, rules, and timing based on participation and results.
Outcome
Used together, these playbooks help teams move from ad-hoc reinforcement to structured, repeatable execution, directly inside Salesforce.
Related
- Installation Guide: Connect Novigem to your Salesforce sandbox to begin.
- Quick Setup: Define the rules and badges required for your chosen playbook.
- Designing Effective Challenges: The core principles for building high-impact programs.
- Create your First Challenge: A step-by-step tutorial for launching your first program.