Real time playbook for your sales team

Create an amazing playbook and then put all the elements of the Playbook at your fingertips in your most loved sales tools such as Zoom, Salesforce, Teams and more. We already have an integration in Salesforce working. Next we are working on Zoom 

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Repeatable Sales Process

Repeatable Sales Process

Improve sales conversion and turn your strategy & tactics into sales results using our sales playbook software.

Effective Onboarding

Effective Onboarding

Provide a first class onboarding experience from day one for your new sales producers.

Improve Sales Assets

Improve Sales Assets

Organize all your key sales and marketing assets centrally. Work as a team to continuously improve content.

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Introduction to Sales Playbooks

A playbook defines all the Steps in your sales process with all the related Content, Key Actions and Power Moves that help sales people convert deals and improve pipeline momentum.

You can build multiple playbooks and have total flexibility over the number of Stages and Steps in each Playbook (eg for New Business, Customer Success and more). 

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Introduction to Content Management

SalesGRID includes an easy to use content management system that is built for the modern sales and marketing team. 

You can create content cards for all types of content from video, to MS Office files, to URL and web pages, text cards and more. 

You can apply custom tags, key word phrases and sales process categorisation for optimal search capability – makes it easy for your sales people to find the right content when they need it.