I’m currently developing training and sales enablement materials for our SDR and sales teams to use during calls or meetings with leads.
The challenge is that some of our product features serve as strong sales hooks for specific industries, while others are more relevant to different industries or buyer personas.
What I’d like to explore is whether it’s possible for these materials to be automatically associated to a company, contact, or deal record based on the industry or buyer persona field. This way, when a rep is working on a lead, they would instantly have access to the most relevant pitch points and feature highlights, making it easier to tailor their conversations and increase impact.
P.S: I choosed Playbooks category as it might be the closest one to my usecase here, and I’m also not sure if there’s a fitter category for it.