The playbook

Level up your sales strategy, management approach and tactics.

Featured posts

a woman is signing a document on a purple background .
Product updates•3 mins
2025 Product Highlights
Tania Clarke|Dec 16, 2024
a computer screen with the word pivotal marketing on it .
Product updates•2 mins
NEW: Enhanced editor styling controls
Guy Hall|Dec 13, 2024
an ad for acme that says " engage new product signups with a personalized welcome page "
Marketing•8 mins
Playbook: Engage New Product Signups With a Personalized Welcome Page
Brendan Connaughton|Nov 10, 2024
an aicpa soc logo on a purple background
Product updates•2 mins
Qwilr is SOC 2 Type II Compliant – What This Means for You
Guy Hall|Dec 13, 2024

All posts

a screen displays an electronic signature and says accept
Sales tech•11 mins
How to Create an Electronic Signature in 6 Simple Ways
Kiran Shahid|Jan 20, 2025
a purple background with the words sharefile alternatives 2025
Sales tech•20 mins
10 Best ShareFile Alternatives in 2025 (Free & Paid)
Dusty Martin|Jan 17, 2025
a purple background with the words proposify alternatives on it
Sales tech•14 mins
8 Proposify Alternatives & Competitors to Consider in 2025
Brendan Connaughton|Dec 13, 2024
proposal on mobile
Sales tech•27 mins
11 Best Proposal Management Software Tools for 2025
Brendan Connaughton|Nov 13, 2024
a man is sitting at a desk using a tablet computer
Sales techniques•14 mins
5 Best Sales Presentation Software for 2025 [Tried & Tested]
Marissa Taffer|Oct 15, 2024
Hands typing on a keyboard with screen in the background
Sales tech•24 mins
How to Build a Sales Tech Stack for Modern Teams in 2025
Sarah Taylor|Oct 14, 2024
Best B2b marketing tools graphic
Marketing•30 mins
13 Best B2B Marketing Tools for the Ultimate Tech Stack in 2025
Marissa Taffer|Sep 20, 2024
a chalice of sales success surrounded by sales communication
Sales techniques•30 mins
12 Best Sales Productivity Tools to Empower Your Sales Team
Brendan Connaughton|Sep 20, 2024
a purple background with the words proposify review features pricing and breakdown
Marketing•13 mins
Proposify Review: Features, Pricing & Breakdown
Marissa Taffer|Sep 18, 2024
2 women in front of computer
Sales techniques•14 mins
8 Best B2B Sales Tools to Set Your Team Up for Success (2025)
Brendan Connaughton|Sep 17, 2024
a large room filled with people sitting at desks in front of computer monitors .
Sales tech•13 mins
How to Build a Killer RevOps Tech Stack: Top Tools & Tips
Marissa Taffer|Sep 12, 2024
Woman on phone and laptop
Sales techniques•18 mins
High Ticket Closing: How To Do It Effectively
Brendan Connaughton|Jan 15, 2024
Sales tech•15 mins
Choosing the Right SaaS Go To Market Strategy
Brendan Connaughton|Dec 9, 2023
An image illustrating a single professional.
Sales tech•11 mins
How to Write a Winning Software Proposal [+Template]
Brendan Connaughton|Nov 25, 2023
an advertisement for the best proposal automation solutions
Sales tech•15 mins
Best Proposal Automation Software In 2025
Dan Lever|Nov 20, 2023
an advertisement for the 5 best document automation solutions
Sales tech•26 mins
Best Document Automation Software For Every Team's Need
Brendan Connaughton|Nov 10, 2023
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Sales enablement•19 mins
The Best Sales Tools for Startups in 2025
Marissa Taffer|Oct 21, 2023
woman in sales sitting with her laptop in front of her
Sales tech•18 mins
The Best Sales Automation Software In 2025
Marissa Taffer|Oct 19, 2023