Elevate your sales game with interactive playbooks that arm your reps with the latest sales plays, scripts, guides, and more.
Close deals faster with customizable and interactive playbooks
Unlock reliable sales data at scale through structured notes and standardized multiple-choice options
Keep your reps prepared with proven plays and the latest insights
Take the hesitation out of your sales process and empower your reps to adapt quickly to every situation. Whether they’re qualifying, negotiating, or tackling new verticals, HubSpot’s playbooks feature lets sellers log data effortlessly and have easy access to the content and info they need to close the deal.
Playbooks are interactive cards displayed in HubSpot’s sales software. When speaking with prospects and customers, your sellers can access these for guidance and to create structured notes that are available across the HubSpot customer platform.
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+1 857-829-5060Learn how to create a sales process that's robust enough to power your sales team's long-term growth.
Use the following framework to write sales playbooks that'll make your team's process scalable, repeatable, and successful.
Learn how the playbooks tool works in this HubSpot knowledge base article.
Sales playbook software lets teams create shareable documents that equip sellers with best practices, tactics, and strategies for different stages of the selling process. It outlines what a rep should do in a specific selling situation, such as prospecting, nurturing, or pitching a specific product.
Playbooks most importantly help reps focus on selling and not on the administration. As playbooks are saved on the contact record and map data to contact properties, sellers don’t need to manually log notes and activities. The guidance and structure playbooks provide also encourage reps to stay in the conversation and move it forward without the risk of getting distracted.
No, the use case for playbooks extends well beyond sales teams and could just as well be used by customer success or service teams. Any team that requires guidance during face time with customers or leads could benefit from HubSpot’s playbook software.
That is an option, but HubSpot provides you with templates to get you started quickly. HubSpot provides you with both a discovery call and a qualification call playbook. While these playbooks will work out of the box, we recommend that you take the time to adjust the playbook for your industry, buyer, and seller’s needs.
Playbooks are available in Sales Hub. Explore additional Sales Hub features below.
Share a link with customers that lets them see when you're free and book meetings with you.
Track one-off emails to prospects. Receive real-time notifications when emails are opened or clicked.
Save and reuse your best performing emails, and share them with your team for a faster and more consistent way to communicate with prospects.
Build a library of sales documents that you can easily share with prospects.
Call prospects through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for future reference.
Track prospects’ visits to your site in real time, determine which companies are the most engaged, and set up custom email notifications for your team.
Write one-to-one prospect emails, and schedule them for the right send and receipt time.
Connect HubSpot CRM to your Gmail or Outlook inbox to send email from the CRM, set up a shared team email account, and access dozens of other useful, time-saving tools.
Get powerful context about the people and companies you’re emailing, right inside your Gmail or Outlook inbox.
Create and share professional-looking quotes in just a few clicks.
Achieve total visibility into your sales metrics, with deep insights into your pipeline and a quick way to build more accurate forecasts, right out of the box.
Build a library of sales best practices and resources to share with your team.
Use workflows to automate lead rotation and task creation, and streamline prospect follow-up with sequences.