What is a Sales Playbook?

       A Sales Playbook is like your game plan. It’s not just a script for pitch calls and sales sheets. Imagine playing a game of chess, you don’t just jump right in and play randomly. You plan out your strategy, write your best moves, keep track of your possible losses and predict your competitor’s next moves. It is your go-to-guide book for tackling a salesperson’s biggest challenges, a silhouette of an ideal new hire and the secret to gaining productive sales. It allows companies to put plans into actions by using proven and tested strategies. A winning playbook empowers salespeople to engage customers at every touchpoint and adapt to any selling situation without hesitation.

What's should be inside your
SaaS Sales Playbook?

  • Sales Methodologies
  • Detailed Sales Process
  • Call Scripts
  • Email Templates
  • Negotiation Questions
  • Buyer Personas
  • Customer Pain Points
  • And More into One Cohesive Document.

It’s a middle ground for both a specific guideline and in-depth sales processes. It helps sales managers boost productivity and performance, ramp up new hires and keep salespeople informed when things change or updates.

 

Without a sales playbook, salespeople might scrabble around and decipher things out on their own by shadowing other reps that might lead to bad habits. As a sales leader, you want your team to give their best performances. By having a playbook, it can be used to crowdsource the most effective tactics and share that knowledge with the entire team. It’s a win-win situation!

"I just wanted to drop you a note to say thank you, for sharing your templates with me. I have 2 new Enterprise Sales Managers (AE’s) staring on Monday, and I have used them to great effect. ​ The playbook will be a living breathing document that will constantly evolve. The template and the headings that you shared, provided a great starting point!"
HIVE.HR
SAAS

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