What is HubSpot and why is the best CRM for your company?
Setting up and establishing a business has never been simpler, but growing a business is the real challenge. Where once short-sighted strategies were...
4 min read
Por Alfonso Ramírez | Mar 08, 2022
4 min read
Por Alfonso Ramírez | Mar 08, 2022
Find out what HubSpot playbooks are, how to use them and why they are indispensable guides for your company sales teams.
HubSpot is a CRM responsible for developing omnichannel customer management in your company. HubSpot considers all the business areas that an organization has. This CRM stands out among many others for its high level of automation in the commercial departments. That has divisions in marketing, sales, and customer service.
Within this blog, we will address one of those modules, sales, but beyond that, one of the tools that can provide results and support the commercial and sales departments, the tool is known as HubSpot playbooks.
Each company is in a different growth context, but the truth is that, regardless of the operation of the sales department, the sales force is constantly changing. That is when new account executives or sales reps are on board, and other more experienced members require providing advice or coaching to these people.
HubSpot's playbooks have features that simplify these processes, adapt to the established business rules of the department, and fulfill an essential part of the coaching process. The playbooks can meet from basic information to more complex guides, all depending on the business model that a company uses.
Concerning playbooks, we will focus on the following aspects:
What are HubSpot Playbooks, and what licenses are available?
HubSpot's playbooks or sales guides are a powerful tool that compiles all the needed templates, documents, tactics, and sales strategies that will support sales teams.
Within HubSpot, playbooks can be used and accessed from any of the records within the CRM. Playbooks are available in the Sales and Service Hub Enterprise license.
If you are interested in learning how to standardize your sales team's approach with HubSpot, I recommend the following HubSpot Academy course:
HubSpot Academy Course: Standardizing Your Approach With Playbooks
Different guidelines can be generated depending on the type of customer, whether it is B2B or B2C, the industry of the respective buyer persona, regardless of the methodologies that the sales teams of your company use, the truth is that no methodology is customized for the sales processes, and buyer personas of your business. This process leads us to consider the following aspects:
What are the essential tools and information that must be in playbooks?
In the guides and especially in any of the tactics playbooks and documents of your company sales processes, follow these information steps:
What are your methods of use in HubSpot?
Playbooks are within the sales module when your sales team has qualified a lead to create a business to indicate and track the revenue opportunity within the negotiation stages of the sales pipeline.
By associating the business with contacts and companies in your HubSpot account, you can view the context of all relevant records in one place.
To use playbooks, you need to consider the following steps:
>> Step-by-Step Guide: Configuring Playbooks in HubSpot <<
There are several methods of using playbooks, and they are as follows:If you are interested in learning more about how to define business process guidelines and improve the sales management of your sales departments, schedule a meeting with one of our consultants.
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