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Get 15 rooms for FREE when you sign up for Aligned. Exclusive for House of Aligned and SaaStr week only 4-8 September 2023
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Sales Playbook Software
Streamline Complex Deals, Enhance Execution & Consistency. Make your champion’s buying process much easier, and cut deal time by 45%
Ready, set…play(book)!
A Sales Playbook App is crucial for sales teams to establish clear objectives and next steps for both the seller and the buyer. A Sales Playbook Software solution enables you to focus on your buyer’s outcomes, align the entire buying team, and up-level deal execution, using new sales tech solutions.
It’s time to drive sales consistency, multi-thread early and often, and manage your entire deal in one place.
Free forever | 
No credit card | 
G2 reviews
Free forever | 
No credit card | 
G2
Step back a second
What is Sales Playbook Software?
A Sales Playbook App is designed to enable teams to move away from static spreadsheets.
It’s built for Onboarding Plans, Close Plans, or full Go-Forward-Plans, and lets you write notes, add attachments, and create sub-tasks. All activities get sent to your customers’ emails for easy reminders, and discussions are kept in the right context under each task.
Our software helps you gain control over customer processes and timelines, closing and onboarding customers faster.
3 reasons why
you’d be crazy NOT to use a Sales Playbook Software
1. Collaborate more effectively:
Collaborate more effectively, keeping all discussions in the right context and ensuring that all team members are on the same page. This makes it easier to close and onboard customers faster, without any miscommunications or delays.
2. Stay organized:
With Sales Playbook Apps, you can move away from static spreadsheets and onto a collaborative platform that keeps everything organized. You can write notes, add attachments, and create sub-tasks, making it easier to keep track of all the details of a deal.
3. Prevent deal loss and react to buying signals:
Sales Playbook Software helps you gain visibility into the sales process, uncovering buying blind spots and giving you the information you need to prevent deal loss. With this software, you can react to buying signals and take action to move deals forward, helping you close deals faster and more effectively.
Join 5000+
who have already sped up their deals by 45%
Sales Playbook Software vs your current solution:
Features
- Collaborative Platform
- Built for Onboarding, Close, or Go-Forward-Plans
- Note Writing, Attachment, and Sub-Task Creation
- Automated Email Reminders
- Discussion Context under Each Task
- Real-time Updates and Progress Tracking
- CRM Integration
Aligned's Sales Playbook App
Current Solution
Why choose Aligned to boost buyer engagement and maintain momentum?
After a 5-minute demo of Aligned, I was sold! A living, breathing mutual success plan in the form of a technology platform! I rarely say- this is a truly disruptive product that the market actually needs.
Alexine Mudawar, CEO, Women in Sales
Aligned is a single place to keep on top of deals, build strong business cases with champions and get multiple stakeholders on board. I wish I had it early, but I have it now, and I'm enjoying it immensely!
Sarah Brazier, Senior Account Executive, Gong
6 Tips for implementing Sales Playbook Software
(with a big emphasis on the “Sales” – your customer is the key)
Set Clear Objectives:
Establish specific goals and outcomes for both the buyer and seller to guide the sales process.
Engage the Entire Buying Team:
Involve and align all relevant stakeholders from the start of the deal. Early identification and resolution of potential hurdles will improve overall efficiency and success rate.
Streamline Complex Pilots:
Simplify the management of intricate deals by using a standardized and repeatable sales process.
Adopt Predictable Processes:
Implement consistent processes that can be easily followed and enforced across the sales team.
Foster Collaboration and Communication:
Encourage open communication between the sales team and buyers, facilitating collaboration and progress.
Continuously Evaluate and Adjust:
Regularly assess the sales process and make necessary adjustments to optimize results and buyer satisfaction.
FAQs
How can Sales Playbook Software help me close deals and onboard customers faster?
- Streamline the sales process with a collaborative platform built for Mutual Action Plans (MAPs)
- Keep track of all deal details with note writing, attachment and sub-task creation, and automated email reminders
- All activities get sent to customers’ emails for easy reminders, reducing delays and miscommunications
- Manage your entire deal in one place, integrating directly with your CRM
- Real-time updates and progress tracking provide visibility for sales leadership on deal progress, enabling you to optimize results.
How can Sales Playbook Software improve collaboration between team members?
With Sales Playbook Software, all team members can collaborate more effectively, keeping all discussions in the right context and ensuring that everyone is on the same page. This helps reduce miscommunications and delays, making it easier to close and onboard customers faster.
How does Sales Playbook Software help me stay organized?
Sales Playbook Software is designed to keep everything organized, so you don’t have to rely on static spreadsheets. With features like note writing, attachment and sub-task creation, and automated email reminders, it’s easier to keep track of all the details of a deal. Plus, you can manage your entire deal in one place, integrating directly with your CRM.
Can Sales Playbook Software help me improve sales outcomes?
Yes, by adopting a predictable sales process, you can improve overall sales execution and drive consistency in your sales team’s approach. This can lead to more predictable revenue growth and higher win rates. With real-time updates and progress tracking, you’ll have visibility for sales leadership on deal progress, enabling you to make informed decisions and optimize results.
How customizable is Sales Playbook Software?
Most Sales Playbook Software solutions offer customization options, including the ability to add or remove fields, create custom templates, and modify workflows to fit your team’s specific needs. You can work with your vendor or provider to tailor the solution to your organization’s specific requirements.
How easy is it to integrate Sales Playbook Software with my existing systems?
Sales Playbook Software can integrate directly with your CRM, making it easy to manage your entire deal in one place. Many solutions have built-in integration capabilities with popular CRM systems, allowing you to automatically pull customer data into your mutual action plan, saving time and improving accuracy.
