May 24, 2022 11:04 AM - edited Jun 6, 2022 10:15 AM
Did you know that sales playbooks can help your company increase revenue and lead conversion rate? A sales playbook is a document used to implement strategies, sales tactics, or best practices throughout the buyer’s journey.
Each member of your sales team has different needs from a new hire to your top-selling rep. Keeping track of their needs can be difficult as your company scales, but it doesn’t have to be that way when you use playbooks!
When it comes to building a playbook, you’ll want to keep these four processes in mind: Sales Process, Contracting Process, Forecasting Process, and Handoff Process.
Here are some common uses cases for playbooks to get you started:
Important note, these are examples of sales playbooks. Each team will have its own playbooks depending on its processes and sales code.
Share your playbook use cases below, or new ideas you’re looking to use them for.
Interested in learning more? Check out these resources to continue learning about playbooks:
7 hours ago
Can you reference Playbooks in Workflow, please? I'm thinking that based on a certain Playbook being used in a Deal, we can kick off an internal email notification or a Task.
Or I guess since I've added it as a Note, I may be able to use Note content instead...
Jun 2, 2022 3:32 PM
Has anyone ever used playbooks as a call coaching tool? Possibly as an outline for reps to coach one another on calls?
Jun 9, 2022 9:41 AM
Hey @KSenette4! That's a great idea!
I'll tag in some awesome members from the Community to get a conversation going 🙂
May 27, 2022 6:46 AM
We have a playbook for helping folks across all of our teams tee up a conversation with sales. So if I've been working with an onboarding client and they want to talk to our growth strategist about engaging our RevOps team, our playbook walks me through the conversation to ensure I'm giving the right information, including historical knowledge of the last couple months, to sales. It helps with consistency, collaboration and communication.
May 27, 2022 9:26 AM
May 24, 2022 11:59 AM
Let's get this conversation about playbook use cases started!