Empower Your Team with Essential Sales Playbooks
Create comprehensive sales enablement content tailored to your team’s needs, from product sheets to pricing guidelines. Easily access these playbooks directly within your HubSpot CRM —right from contact, company, or deal records.
On a discovery call? Quickly pull up a call script to ask the right questions. Engaging with a prospect who’s comparing competitors?
Use the battlecard to clearly differentiate your solution from theirs.
Forget about files scattered across desktops or lost documents. With the playbooks tool, your sales resources are always just a click away.
Accelerate New Hire Onboarding
Product knowledge crucial for closing deals often takes time to acquire. With the playbooks tool, managers can equip new team members with critical insights from day one, drastically reducing ramp-up periods.
New hires gain immediate access to mentorship, coaching, and expert knowledge, enabling them to perform like seasoned professionals. Plus, since everything is stored within the HubSpot CRM, there’s no need for extra access requests or endless “here’s that document” emails.
Thanks to interactive playbooks, your team can take notes directly within the interface, seamlessly saving them to the relevant record.
Ensure Your Playbooks are Effective and Current
Creating sales playbooks requires significant time, energy, and resources. Naturally, you want to ensure they’re being utilized effectively.
The reporting dashboard highlights which types of sales collateral are most frequently used, allowing you to make informed decisions about developing new resources to better support your team.
Update the master copy once, and your entire team will have access to the most current version. Say goodbye to outdated files and confusion over which document is the right one.
HubSpot CRM The Complete Sales Software Your Team Will Actually Use
- Email Sequences: Automate prospecting to prevent leads from falling through the cracks, freeing up more time to close warm opportunities.
- Email Templates: Transform your most successful and repetitive sales emails into templates, accessible right from your inbox and shareable with your team.
- Email Tracking: Instantly know when a lead opens an email, clicks a link, or downloads an attachment. Prioritize your follow-ups based on real-time activity.
- Email Scheduling: Set emails to send at the optimal time or let machine learning determine the best time for maximum engagement.
- Documents: Optimize and personalize your pitch by tracking who views each document and how much time they spend on each page.
- Meetings: Share a scheduling link that allows leads to select a time that works for everyone. Integrates seamlessly with Google Calendar, Office 365, and HubSpot CRM.
- Calling: Streamline your call process by queuing up calls, making them directly from your browser, and automatically logging and recording them in your CRM.
- Sales Automation: Use workflows to automate repetitive tasks like rotating leads, creating deals, and setting tasks, saving your team valuable time.
- Reporting: Access customizable reports and dashboards to share high-level business metrics with executives or dive into detailed analytics for your sales team.
- Predictive Lead Scoring: Focus your efforts on prospects most likely to convert, ensuring you don’t waste time on leads that aren’t a good fit.
- Seamless Integration: Enjoy bi-directional sync with Salesforce, ensuring all your emails, meetings, calls, and more are tracked and easily accessible.
Conclusion
Harness the full potential of your sales team with HubSpot’s powerful playbooks and sales tools. From onboarding new hires swiftly to ensuring your sales collateral is always up-to-date and easily accessible, HubSpot provides everything you need to streamline your sales processes. Equip your team with the right resources, automate repetitive tasks, and gain valuable insights through detailed reporting and predictive lead scoring. With seamless integration and user-friendly features, HubSpot’s all-in-one sales software is designed to help your team work smarter and close more deals. Elevate your sales strategy and drive success with HubSpot.