Sales Management Software

Build sales enablement content for anything your team needs to win the day, from product sheets to pricing guidelines. Then search for and access these playbooks within your HubSpot account — right from the contact, company, or deal record.

On a discovery call? Pull up a call script to ask the right questions. Talking to a prospect who’s evaluating a competitor? Access the battlecard to clearly outline the differences between your solution and theirs.

No more files saved to your desktop. No more hunting for missing documents. With the playbooks tool, your sales collateral is just a click away.

Oftentimes, the product knowledge needed to close deals is gained over time. With the playbooks tool, managers can arm new team members with all of that legacy knowledge right from the start, eliminating long ramp-up periods.

New hires can instantly access mentorship, coaching, and insight to get them selling like your top performers. And with all this located right in the HubSpot CRM, there’s fewer access requests and “here’s that document” emails.

Because playbooks are interactive, your team can take notes from within the interface and save them to the corresponding record. And with the ability to set standardized multiple choice options, you'll ensure consistent note-taking from your entire team, both new hires and veterans alike.

Sales and marketing teams invest a lot of time, energy, and resources into creating sales playbooks. Naturally, you want to be sure that content is being put to good use!

The reporting dashboard shows which types of sales collateral are used most often so you can make data-driven decisions about creating new resources to better support your team.

Update the master copy once and your entire team will see the most accurate version. No more out-of-date files floating around or questions about which document is the right version.