Sales Playbooks

Arm your sales team with competitive battlecards, call scripts, positioning guides, and more — all from right where they manage their deals.

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Sales Collateral — Right at Your Team's Fingertips

Provide easy access to the sales content your team needs to guide prospects through the buyer’s journey.

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Set up your team for success with sales enablement content when and where they need it.

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    Equip your team with handy sales playbooks.

    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.

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    Get your new hires up to speed faster.

    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.

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    Know your playbooks are effective and up-to-date.

    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.

The All-in-One Sales Software Your Team Will Actually Use

Email Sequences

Put prospecting on autopilot to keep them from slipping through the cracks and free up more time to close warm leads.

Email Templates

Turn your most effective and repetitive sales emails into templates you can access inside your inbox and share with your team.

Email Tracking

Know the second a lead opens an email, clicks a link, or downloads an attachment, and surface the most relevant notifications to the top of your activity feed. Then send a perfectly timed follow-up.

Email Scheduling

Schedule emails to go out at a specified date and time, or use machine learning to deliver emails to prospects when they’re most likely to engage.

Documents

Optimize your documents and personalize your pitch by seeing who views each document and which pages they spend time on.

Meetings

Share a link that gives leads the power to choose a time that works for everyone. Works with Google Calendar, Office 365, and HubSpot CRM.

Live Chat

Connect directly with prospects when they’re actively engaging with your website. Route chat conversations to the right salesperson to build better relationships and close more deals.

Calling

Queue up a list of sales calls, make them from inside your browser, log calls to your CRM automatically, and record calls with a single click.

Sales Automation

Use workflows to automate manual, time-consuming tasks: Rotate leads, create deals and tasks, and more.

Reporting

Out-of-the-box and customizable reports and dashboards allow you to share high-level business metrics with executives, or dig into more granular metrics for your sales team.

Predictive Lead Scoring

Prioritize your outreach based on a prospect’s likelihood to become a customer so you don’t waste time trying to qualify poor-fit leads.

Salesforce Integration

Bi-directional sync with Salesforce means a record of every email, meeting, call, and more is at your fingertips.

Start Using HubSpot's Sales Software Today

Reach more leads, book more meetings, and close more deals with less work.

Works with Gmail, G Suite, and Outlook or Office 365 for Windows