Guide reps with automated sales playbooks

Put success on repeat implementing your best practices across the whole team

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Your sales blueprints

Implement a smart, consistent way to sell and
automate your selling process according to your
blueprints and methodologies.

Set up contextual Revenue Signals with actions that
your team needs to take to win deals, grow accounts
and maximize revenue

sales playbook

sales playbook: Revenue Grid

Following playbooks

Introduce playbooks to lower the effect of complexity
of your sales process or products you are selling.

Make following them easy by setting automated
triggers and reminders for each step or play

Complete Salesforce data

Automatically get all sales-related data to Salesforce:
create leads, save emails, replies, and threads, update
contacts, relate emails to accounts and more.

Free more time for your reps and ensure consistency and
accuracy of data in your CRM

sales playbook - revenue grid

Linking other apps

Link all apps your extended teams use into one system. For example, share
crucial Salesforce record updates through a messenger automatically

sales playbook: linking other apps

What is a sales playbook?

A sales playbook definition is a document that outlines a sales process and all objectives, explains roles, responsibilities, and the ideal customer profile. There are many styles and sales playbook examples you can use to put together a sales playbook for your sales team.

An effective sales playbook:

  • Outlines a set of most effective sales practices essential to the organization
  • Defines the stages of sales cycles and customer journey
  • Describes the value proposition and the company’s product positioning
  • Specifies employee responsibilities, courses of action, and to-do lists

Your sales playbook should include the following sections: company information, brand guidelines, buyer personas, stages of the sales cycle, lead nurturing activities, company sales tools, and methodologies. Revenue Grid’s Guided selling features help sales leaders to effectively introduce playbooks to lower the effect of the complexity of their sales process.