Sales Playbook Tools
Elevate your sales game with interactive playbooks that arm your reps with the latest sales plays, scripts, guides, and more.
Bring consistency to your sales process.
Take the hesitation out of your sales process and empower your reps to adapt quickly to every situation. Whether they’re qualifying, negotiating, or tackling new verticals, HubSpot’s playbooks feature ensures sellers can log data effortlessly and have easy access to the content and info they need to close the deal.
Playbooks are interactive cards displayed in the CRM. When speaking with prospects and customers, your sellers can access these for guidance and to create structured notes that are directly saved in the HubSpot CRM platform.
Frequently Asked Questions
What is sales playbook software?
Sales playbook software lets teams create shareable documents that equip sellers with best practices, tactics, and strategies for different stages of the selling process. It outlines what a rep should do in a specific selling situation, such as prospecting, nurturing, or pitching a specific product.
How do HubSpot's playbooks help sales reps?
Playbooks most importantly help reps focus on selling and not on the administration. As playbooks are saved on the contact record and map data to contact properties, sellers don’t need to manually log notes and activities. The guidance and structure playbooks provide also encourage reps to stay in the conversation and move it forward without the risk of getting distracted.
Are HubSpot's playbooks only for sales reps?
No, the use case for playbooks extends well beyond sales teams and could just as well be used by customer success or service teams. Any team that requires guidance during face time with customers or leads could benefit from HubSpot’s playbook software.
Do I need to create playbooks from scratch?
That is an option, but HubSpot provides you with templates to get you started quickly. HubSpot provides you with both a discovery call and a qualification call playbook. While these playbooks will work out of the box, we recommend that you take the time to adjust the playbook for your industry, buyer, and seller’s needs.
The ROI of the HubSpot platform
Companies that use HubSpot grow better.
Deal Close Rate
After just 12 months of using HubSpot's sales software, customers experience an astounding 78% surge in their deal close rate.
After utilizing HubSpot's marketing software for a year, customers were amazed by the remarkable 129% increase in their incoming leads.
Ticket Close Rate
Customers who use HubSpot's customer service software for just 12 months experience a 37% increase in their ticket close rate.