Sales playbook software

What is sales playbook software?

Sales playbook software is a digital tool that’s designed to streamline and standardize your organization’s sales process by providing sales teams with easy access to best practices, scripts, and strategies. 

Whether you follow a specific sales playbook like BANT or a custom one, sales playbook software should let you enter the steps that sellers need to follow to execute that playbook, so that it can guide them along and make sure they’re following prescribed talking points as they talk to prospects.

Why sales playbook software is an asset to your team

Sales playbook software is valuable to sales teams because it standardizes the sales process, ensuring consistency in messaging and approach across the entire team. By providing live guidance during calls, it empowers sales reps to effectively handle objections, tailor their pitches, and close deals more efficiently. This consistency not only helps maintain a more unified brand voice, but also accelerates onboarding for new hires, shortening the learning curve and enabling them to contribute and start hitting quota more quickly.

Key features of Dialpad Ai Playbooks software

Ready-to-use playbook templates

Choose from one of Dialpad’s pre-built sales playbook templates for some of the most popular sales methodologies (like BANT, MEDDIC, and SPICED) to make sure all your sellers are getting the same conversational guidance.

Custom playbook templates

Using a twist on one of the usual methodologies—or a completely customized playbook—instead? No problem. With Dialpad’s Ai Playbooks, you can easily add your own personalized sales templates to help all your reps get onboarded and familiar with the steps quickly. 

Live playbook guidance for sales reps

Instead of having a manager sit in on every sales call, Dialpad Ai can automate part of this coaching by giving sellers helpful nudges as they interact with prospects to ensure they hit all the mandatory questions or scripted phrases prescribed by your playbook.

Post call coaching & support

Dialpad’s Ai Playbooks come with analytics that help coaches and leaders easily track playbook adherence and also see which reps are following or not following playbook behaviors to better understand who needs additional coaching.

Increase your sales velocity and win rates with sales playbook software from Dialpad

Boost sales reliability and more consistent performance

By standardizing your sales org’s proven strategies, ensuring consistent messaging, and providing real-time guidance, you can empower sales reps' to more effectively engage prospects and achieve more predictable outcomes over time.

Accelerate onboarding and reduce ramp time

Whether you’re hiring new SDRs or AEs, sales playbooks let you give new hires instant access to structure and resources like scripts and step-by-step sales processes. This organized approach reduces ramp time by equipping new reps with the knowledge and tools they need to start selling effectively from day one.

Discover new coaching prospects

Dialpad Ai’s analytics make it easier to track individual sales performance and identify areas where reps might be struggling with specific steps in their sales methodologies. This also helps them pinpoint specific skills gaps or inconsistencies in execution, which uncovers more targeted coaching opportunities to improve overall team performance and drive better results.

Optimize each sales call for greater efficiency

Ensure all your reps have tailored scripts, objection-handling techniques, and access to the same resources to help them stay on track and effectively address prospects’ questions. This uniformity and structure minimizes time wasted before and during sales calls, and also increases the chances of sellers booking meetings and closing deals—regardless of their level of experience.

Enhance team performance using AI-driven insights

With Dialpad Ai’s conversational insights, you can identify trends, successful tactics, and areas for improvement more easily. Are a surprising number of reps struggling with what you thought was a simple step in your playbook? Maybe prospects aren’t responding to questions about budget. Dialpad Ai can analyze this data much more quickly and reveal patterns or opportunities to refine your sales team’s approach.

Level up your customer interactions with Dialpad Ai Playbooks

If your sales org is just using AI to generate email drafts or automate simple tasks—or isn’t using sales AI at all—there are so many possibilities to improve your sellers’ efficiency and performance across the entire sales journey. 

See how Dialpad Ai Playbooks can speed up adoption of your sales methodology, improve adherence across the board, and provide valuable insights about both individual and team performance. Book a product tour now!