Playbooks

Sales Playbook Software

Elevate your sales game with interactive playbooks that arm your reps with the latest sales plays, scripts, guides, and more.

Close deals faster with customizable and interactive playbooks
Unlock reliable sales data at scale through structured notes and standardized multiple-choice options
Keep your reps prepared with proven plays and the latest insights

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Bring consistency to your sales process.

Take the hesitation out of your sales process and empower your reps to adapt quickly to every situation. Whether they’re qualifying, negotiating, or tackling new verticals, TXF’s playbooks feature lets sellers log data effortlessly and have easy access to the content and info they need to close the deal.

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Playbooks are interactive cards displayed in TXF’s sales software. When speaking with prospects and customers, your sellers can access these for guidance and to create structured notes that are available across the TXF customer platform.

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Establish trust with every lead.

Whether your sellers are on a discovery call or in a demo, being able to ask the right questions at the right time is vital to connecting with your buyers. Empower your reps to focus on uncovering deeper insights instead of having to think about what to ask next. Easily tailor your playbooks to different buyer personas, stages, regions, and situations, so the right playbook is presented to the right rep at the right place and time.

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Unlock reliable sales data at scale.

Getting reps to use sales software is one thing, but having them input data correctly is another. Sellers hate logging notes post-call, which is why playbooks are so easy to love. It takes the pain out of taking notes and the effort out of logging them. Playbooks turn your once messy notes into reliable and reportable data points. Customize your playbooks with multiple-choice options or text fields for easy note-taking.

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Arm your teams with the most up-to-date sales collateral.

Teams spend a lot of energy creating effective sales resources, but with markets, products, and buyers always changing, naturally these resources eventually grow stale. Soon new versions pop up, and before long, reps are cluttered and overwhelmed. Playbooks help your sellers adapt quickly and stop them from relying on outdated materials. Once you update a playbook in your sales software, your reps immediately have the latest versions available to them.

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Ramp your teams up faster and more efficiently.

The ability to generate quality pipelines and close deals is a muscle that grows over time. Playbooks help reps sell better, and faster. Simply infuse best practices and insights from top performers into your playbooks, and your sellers get into the habit of building that strength. And because all of it is built on TXF's Smart CRM, you have the usage data and insights you need to report, coach better, and make data-driven decisions about what resources to update or create.