A sales playbook is a document or set of guidelines that outlines the best practices and strategies for a sales team to use when engaging with prospects or customers. It typically includes information on prospecting, lead qualification, objection handling, and closing techniques.
In the HubSpot app for Zoom meetings, a sales playbook can be created and shared with the sales team to help them prepare for and conduct successful Zoom meetings with prospects and customers. Previously, reps had to switch between the Zoom app and HubSpot to take notes and log data in the CRM - making it sometimes hard to stay focused and engaged.
Now, reps can access their playbooks within the Zoom app and read or update all the relevant CRM information while keeping their attention pointed at the buyer. How does the sales playbook support your sales team? It gives them superpowers within a Zoom call:
- You can use any HubSpot playbook
- Maintain the HubSpot contact record by logging and tracking data
- View existing HubSpot contacts and search for new ones
- Create an association between the playbook and the contact record in HubSpot
The following steps will help you create a sales playbook using HubSpot's Zoom app:
- Find out how the Zoom sales call progresses, including introductions, discovery, presentations, objection handling, and closings. If your sales process entails any specific steps or actions, include them.
- Set objectives and outcomes for each stage of the call: Determine the objectives and outcomes you want to achieve at each stage. For example, the objective of the introduction stage might be to build rapport and establish trust, while the outcome of the presentation stage might be to provide a solution that meets the prospect's needs.
- Outline the best practices and strategies: Once you have defined the objectives and outcomes, outline the best practices and strategies that your sales team should use to achieve them. For example, in the introduction stage, you might suggest using open-ended questions to engage the prospect and gather information about their needs and challenges.
- Tips and resources: Include tips and resources that can help your sales team prepare for the call, such as a list of common objections and how to handle them, questions to ask during the discovery stage, and benefits of the product.
- The sales playbook should be reviewed and updated regularly to reflect changes in your sales process or market conditions.
By creating a sales playbook in the HubSpot app for Zoom meetings, you can help your sales team to conduct more effective and successful sales calls, leading to more closed deals and happier customers.