Playbook Updates!

[crispyGTM]

🛑 Playbook data and completion activity should be available in HubSpot, here's why:

👾 Making playbook completion a required action for sales reps helps to establish and adhere to an agreed upon process

🤝 Completion of a playbook should trigger a deal to be created with all of the information collected pinned to the deal

📊 The ability to track how many playbooks are being completed in comparison to deals created (or closed) is a very valuable KPI for sales enablement

[JBerney512]

Couldn't agree more on this! Also wish Hubspot would make all of its functionality available for Sales Pro subscriptions.

The inability to record prospecting questions as values for non-enterprise subscriptions kind of puts an ankle weight on its usefulness.

[Em111]

Agree, plus the ability to run a list or something on what records have had the playbook used/completed.

A colleague created a playbook but the questions are just normal questions with text space for answers, but it would've been good to have them all going to custom properties so we can take a look at anytime at the sorts of answers we are getting to spot trends/hesitations etc. I can see that the playbook has been viewed X number of times but that's it. There's no way for me to find what records have had the playbook used.