sales call memo and call plan

SOLVE
OOlabanji
Member

Hi HS community,

 

We currently use office applications for Sales call memos and call plans. How can HubSpot CRM be used to replace the current practice?

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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @OOlabanji,

 

In Sales Hub Enterprise, there is a so-called playbooks feature. With the playbooks tool, you can provide guidance with interactive content cards displayed in contact, company, deal, and ticket records for your team members to reference and create standardized notes when speaking to prospects and customers.

 

Without playbooks, snippets (short, reusable text blocks) and/or notes can be used right on the contact, company or deal record. A snippet could contain a memo or plan and be reused that way.

 

Alternatively, the note function could be used to replace whatever office applications you're using:

 

karstenkoehler_0-1632719089647.png

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Most Valuable Member

Hi @OOlabanji,

 

In Sales Hub Enterprise, there is a so-called playbooks feature. With the playbooks tool, you can provide guidance with interactive content cards displayed in contact, company, deal, and ticket records for your team members to reference and create standardized notes when speaking to prospects and customers.

 

Without playbooks, snippets (short, reusable text blocks) and/or notes can be used right on the contact, company or deal record. A snippet could contain a memo or plan and be reused that way.

 

Alternatively, the note function could be used to replace whatever office applications you're using:

 

karstenkoehler_0-1632719089647.png

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post