A few months ago we started using Hubspot to manage our sales process. So far we are really pleased with how it has made it easier for us to communicate with our customers.
One of the resources you can use in Hubspot is the ‘sales playbooks’ tool. This is a useful tool which allows you to document guidelines for your sales process. This makes it easier for sales teams to work effectively, and also makes it really easy to onboard new members. If you are growing your sales team having a playbook is an easy way to help them learn your sales process.
A salesbook could include example scripts for sales calls, email templates, workflows and so on. Externalising this kind of information makes it much easier for people in the sales team to work effectively.
Hubspot have a useful guide to creating sales playbooks here. This covers what should be in a sales book and how to make one.
They also have their own tool which makes it easy to create playbooks in Hubspot, and they have detailed guidelines on how to use them here.
If you found this useful we also have playbooks on Moz, Basecamp, Atlassian and Trello.
