8 Best Sales Playbook Software: Top Picks for 2024

Looking for the best sales playbook software to streamline your sales processes and close more deals? We've compiled a comprehensive list of the top 8 tools, complete with key features, pros, cons, and real user reviews to help you make an informed decision.

In this guide, you'll find a curated selection of sales playbook software suitable for businesses of all sizes and industries. We've sorted each tool by its standout capabilities, advantages, drawbacks, and customer feedback to give you a well-rounded understanding of what each platform offers.

Whether you're a small startup or a large enterprise, this resource will help you identify the ideal sales playbook software for your team's unique needs. From AI-powered sales automation to robust personalization and multi-channel campaigns, you'll discover a range of features designed to optimize your sales workflows and boost your bottom line.

So, let's dive in and explore the 8 best sales playbook software available today, empowering you to make a confident choice that will take your sales prospecting game to the next level.

1. Bardeen

Bardeen is a top choice for sales playbook software due to its AI-powered automation capabilities that simplify repetitive tasks and improve productivity. With Bardeen, you can turn complex workflows into a single click, making it a valuable tool for sales teams looking to optimize their processes. Why not give it a try and sign up for free today?

Key Features

Bardeen offers a range of features that make it stand out among sales playbook software:

• Integrates with 100+ apps for seamless workflow automation
• Magic Box uses AI to understand user needs and create workflows
• Bring AI into your spreadsheets for data analysis and generation
• No-code builder for creating custom playbooks

Popular Use Cases

• AI sales prospecting and lead generation
• Automating personalized outreach and follow-ups
• Lead enrichment and qualification using AI

Pros

• Ideal for teams with shared workflows and onboarding
• AI-powered features for intelligent automation
• Pre-built playbooks for common sales tasks

Cons

• Higher learning curve compared to simpler sales playbook software
• Premium features require credits, which can add up
• Some advanced automations may require technical knowledge

Reviews

G2 users give Bardeen an impressive 4.9 out of 5 stars, praising its time-saving benefits and powerful automation features. One reviewer noted, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users highlighting its ease of use and practical automations. A reviewer mentioned, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

Pricing

• Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
• Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
• Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, teamwide automations, onboarding & training
• Enterprise plan: Custom pricing for larger teams with more specific needs

If you're looking for a powerful sales playbook software that leverages AI to automate your workflows, download Bardeen's Chrome extension and start your 14-day free trial of premium features today.

2. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing automation platform that offers a wide range of features to help businesses attract, engage, and delight customers. With its user-friendly interface and powerful tools, HubSpot Marketing Hub has become a popular choice for marketers looking to streamline their efforts and drive growth.

Key Features

HubSpot Marketing Hub offers a robust set of features that cater to the needs of modern marketers, including:

• AI-powered lead generation and marketing automation
• Blogging, landing pages, and email marketing tools
• Social media management and analytics
• SEO optimization and content strategy planning

Popular Use Cases

• Attracting and converting high-quality leads through targeted campaigns
• Nurturing leads with personalized email sequences and content
• Analyzing marketing performance and ROI across channels

Pros

• User-friendly interface and intuitive navigation
• Seamless integration with other HubSpot tools and third-party apps
• Robust reporting and analytics for data-driven decision making

Cons

• Higher pricing compared to some alternatives
• Initial learning curve for new users
• Some advanced features may require additional setup or customization

Reviews

G2 users give HubSpot Marketing Hub an average rating of 4.3 out of 5 stars, praising its ease of use, comprehensive feature set, and excellent customer support. Many appreciate how the platform has revolutionized their marketing efforts and helped them achieve impressive results.

On Capterra, HubSpot Marketing Hub has an overall rating of 4.4 out of 5, with users highlighting its seamless integration capabilities, time-saving automation, and powerful lead generation tools. Some users note that the initial setup process can be time-consuming, but the benefits are well worth the effort.

Pricing

• Starter plan starts at $45/month for 1,000 marketing contacts
• Professional plan starts at $800/month for 2,000 marketing contacts
• Enterprise plan starts at $3,200/month for 10,000 marketing contacts
• Free tools available with limited features and HubSpot branding

3. Highspot

Highspot is a comprehensive sales enablement platform that helps businesses equip their sales teams with the right content, training, and insights to engage buyers effectively. Its inclusion in this list of best sales playbook software is justified by its robust features, positive user reviews, and ability to streamline sales processes.

Key Features

Highspot's key features make it a top choice for sales playbook software:

• AI-powered content recommendations surface the most relevant assets for each sales scenario
• Customizable sales plays package content, training, and guidance in a single, actionable framework
• Robust content management and governance tools ensure reps always have up-to-date, compliant content
• Advanced analytics tie content engagement to revenue impact for data-driven optimization

Popular Use Cases

• Improving win rates by guiding reps with proven sales plays and content
• Reducing ramp time by delivering interactive onboarding and ongoing training
• Maximizing marketing ROI by tracking which assets move deals forward

Pros

• Intuitive interface makes it easy for reps to find and use the right content and guidance
• Flexible platform can be customized to match any sales process or methodology
• Robust integrations with CRM, sales engagement, and other tools for seamless workflows

Cons

• Advanced features may require more setup and training to fully leverage
• Pricing is only available upon request, which can be a hurdle for some buyers
• Focused primarily on sales enablement, so may need to be supplemented with other tools

Reviews

On G2, Highspot has an average rating of 4.7 out of 5 stars from over 1,000 reviews. Users praise its ease of use, customization options, and measurable impact on sales performance.

Capterra reviewers give Highspot an overall rating of 4.6, highlighting the platform's content management capabilities and customer support as key strengths.

In a review titled "Highspot Drives Sales Enablement," a user on G2 notes that the "UI is easy to use for any kind of user persona" and that "users can easily visit Highspot and acquire their content / share content and move on to other tasks fluidly."

Pricing

• Pricing information is not publicly available
• Interested buyers need to contact Highspot's sales team for a custom quote based on their specific requirements

4. Demandbase

Demandbase is a comprehensive account-based experience (ABX) platform that helps B2B companies identify, reach, and engage their target accounts. With its AI-powered insights and orchestration capabilities, Demandbase enables sales and marketing teams to align their efforts and deliver personalized experiences across the entire buyer's journey.

Key Features

• Identify and prioritize accounts based on intent data, engagement, and fit
• Coordinate targeted advertising, web personalization, and sales outreach
• Measure the impact of ABM efforts on pipeline and revenue
• Provide sales teams with actionable insights and intelligence

These features make Demandbase a valuable tool for B2B companies looking to implement an effective account-based strategy and improve their sales playbook execution.

Popular Use Cases

• Aligning sales and marketing efforts around target accounts
• Delivering personalized content and experiences to key decision-makers
• Identifying high-value accounts and opportunities based on intent signals

Pros

• Comprehensive ABX platform with robust data and insights
• AI-driven account prioritization and orchestration capabilities
• Strong integration with popular CRM and marketing automation tools

Cons

• Higher pricing compared to some other ABM tools
• Steeper learning curve due to the platform's complexity and breadth of features
• Some users report occasional data accuracy issues

Reviews

On G2, Demandbase has an average rating of 4.3 out of 5 stars based on over 1,500 reviews. Users praise its account identification and prioritization capabilities, as well as its ability to align sales and marketing efforts.

Capterra reviewers give Demandbase an overall rating of 4.5 out of 5 stars, highlighting its customer service, reporting, and analytics features. Some users note that the platform can be complex and may require significant onboarding and training.

Pricing

• Pricing information is not publicly available on the Demandbase website
• Offers a range of plans and packages based on specific business needs and scale
• Interested buyers must contact Demandbase for a custom quote

5. Apollo.io

Apollo.io is an all-in-one sales intelligence and engagement platform that helps sales teams prospect, engage, and drive more revenue. With a database of over 275M contacts and 73M companies, Apollo.io provides accurate and robust data for sellers and marketers to discover potential customers and establish effective go-to-market strategies.

Key Features

Apollo.io offers a comprehensive set of features to support sales teams:

• Extensive B2B database with accurate contact and company data
• Sales engagement tools to automate outbound activities and sequences
• AI-powered recommendations and analytics to help close deals faster
• Integrations with popular CRMs and sales tools for seamless workflows

Popular Use Cases

• Prospecting and lead generation for B2B sales teams
• Personalized outbound campaigns and sequences
• Enriching and cleansing CRM data for improved accuracy

Pros

• Comprehensive all-in-one platform for sales intelligence and engagement
• High-quality data with a large database of contacts and companies
• AI-assisted features to streamline sales processes and improve performance

Cons

• Some users report occasional inaccuracies in email verification
• Higher pricing compared to some competitors
• Learning curve for utilizing all features effectively

Reviews

Apollo.io has an impressive 4.8 out of 5 stars rating on G2, based on over 7,000 reviews. Users praise its comprehensive feature set, high-quality data, and ability to streamline sales processes.

On Capterra, reviewers highlight Apollo.io's ease of use, helpful customer support, and effectiveness in generating leads. Some users mention occasional data inaccuracies as a drawback.

Reddit users generally have positive experiences with Apollo.io, noting its affordability compared to alternatives like ZoomInfo. They recommend using additional email verification tools to ensure data quality.

Pricing

• Free plan with limited features and credits
• Paid plans start at $49/user/month (billed monthly) or $39/user/month (billed annually)
• Enterprise plans with advanced features and higher usage limits are available
• All paid plans include a 14-day money-back guarantee

6. Spekit

Spekit is an AI-powered just-in-time enablement platform designed to accelerate revenue by empowering every sales rep with the answers, knowledge, content, and training they need directly within the tools they use every day.

Key Features

Spekit's key features make it a top choice for just-in-time sales enablement:

• Sync content in seconds and create contextual playbooks that provide bite-sized information within any app or workflow
• Monitor content engagement and effectiveness with analytics and data visualizations
• Quickly assess and reinforce knowledge with bite-sized Knowledge Checks
• Streamline creating and delivering in-app sales plays for high-value accounts, target industries, and specific personas

Popular Use Cases

• Surfacing the right knowledge and content to reps exactly when and where they need it
• Reducing ramp time and increasing retention by delivering contextual, personalized coaching
• Accelerating pipeline velocity by providing one-click access to competitive battle cards, objection handling tips, and sales collateral in real-time

Pros

• Integrates seamlessly into apps like Salesforce, Gong, Outreach, and Chorus
• AI-powered content recommendations surface contextually relevant, deal-accelerating content
• Supports sharing trackable content with prospects to guide deal closures

Cons

• Initial setup and customization may require dedicated time and resources

Reviews

On G2, Spekit has an average rating of 4.7 out of 5 stars from 183 reviews, with 145 users giving it 5 stars. Reviewers praise its ability to transform training, improve information accessibility, and drive tool and process adoption.

A verified user in Computer Software states that "Spekit addresses several critical challenges" including improving training retention, making information accessible right within tools, ensuring consistent knowledge sharing, increasing onboarding efficiency, and enabling smooth change management.

Another reviewer notes that while there was a learning curve with their content strategy, their Spekit Customer Success Manager provided valuable consultation to help them successfully transition.

Pricing

• Spekit starts at $20 per user per month
• Ideal for companies looking to accelerate employee ramp up time
• Helps communicate process changes in any application or workflow

7. Dialpad Ai Sales Center

Dialpad Ai Sales Center is an AI-powered sales engagement platform designed to help sales teams with both internal and external communications. It provides a single app for messaging teammates, having sales calls, and conducting high-velocity outreach, making it a strong addition to this list of top sales playbook software.

Key Features

Dialpad Ai Sales Center offers several key features that make it valuable for sales teams:

• Real-time sales coaching and objection handling using built-in AI
• Real-time Assist (RTA) cards with notes that pop up based on keywords spoken
• Powerful call analytics and dashboards to track metrics and identify improvements
• Seamless integration with CRMs like Salesforce and HubSpot

Popular Use Cases

• Automating routine lead management tasks
• Streamlining coaching with AI-powered insights
• Helping reps close deals faster using real-time assistance

Pros

• Comprehensive integration capabilities reduce the need for multiple tools
• AI features provide valuable real-time guidance and analytics
• Unified communications simplify workflows for sales reps

Cons

• The wide range of features may involve a learning curve to fully master
• Some users report occasional bugs or glitches
• Pricing may be higher compared to more basic sales tools

Reviews

On G2, Dialpad Ai Voice has an average rating of 4.4 out of 5 stars from over 1,800 reviews. Many users praise its automation capabilities and time-saving benefits.

One reviewer on G2 states: "Dialpad AI Voice allows me to refresh my memory, provides a summary to my leadership team to look at should questions arise, and provides me a task list of action items. While it's not always 100% accurate, it's usually accurate enough that I can remember and understand what the feature is sharing."

Another G2 review highlights the value of the AI features: "We like the transcripts. Those are really the only features we use related to AI."

Pricing

• Dialpad's Standard plan starts at $15 per user/month if billed annually (about $27 month-to-month)
• The Pro plan starts at $25 per user/month if billed annually (about $35 month-to-month)
• Enterprise plans are also available with custom pricing
• A 14-day free trial is offered for all plans

8. Lemlist

Lemlist is a popular sales engagement platform that helps businesses find buyer-ready prospects, personalize outreach at scale, and generate more customers. With its advanced features and integrations, Lemlist is a top choice for sales teams looking to streamline their prospecting efforts and increase reply rates.

Key Features

Lemlist offers several standout features that make it an attractive option for sales playbook software:

• Find prospects and verified email addresses from its database of 450M+ contacts
• Use AI to write personalized emails and add custom variables at scale
• Create multi-channel campaigns combining email, LinkedIn, and phone
• Avoid spam folders with advanced email warm-up and deliverability tools

Popular Use Cases

• Building targeted lead lists with key decision makers
• Crafting personalized cold email and LinkedIn campaigns
• Improving email deliverability and reply rates

Pros

• Robust contact database and email verification
• Advanced personalization options with AI assistance
• Multi-channel campaigns for email, LinkedIn, and phone

Cons

• Some users report issues with customer support
• Pricing can be high for additional sending addresses
• Learning curve for utilizing all the advanced features

Reviews

On G2, Lemlist has an average rating of 4.4 out of 5 stars from 244 reviews. Many praise its email personalization and automation capabilities for booking more meetings.

However, some Capterra reviewers note frustrations with Lemlist removing certain features and providing inadequate customer support, leading them to seek alternatives. Reddit sentiment is mixed, with some users finding the interface unintuitive while others recommend it for specific use cases like domain warm-up.

Pricing

• Starts at $39/month for the Email Starter plan with 1 sending address
• Popular Multichannel Expert plan is $99/user/month for 5 sending addresses
• 14-day free trial with 100 free leads and no credit card required
• Annual plans offer 20% discount compared to monthly billing

Conclusions

When evaluating the best sales playbook software for your needs, consider key factors such as AI-powered automation, seamless integrations, personalization capabilities, data quality, and user reviews. Among the top choices, Bardeen, HubSpot Marketing Hub, and Highspot stand out for their comprehensive features and positive user feedback.

If you're looking to streamline your sales processes and boost productivity, we highly recommend giving one of these tools a try. Download and install Bardeen's Chrome extension to experience its AI-powered workflow automation firsthand. With a 14-day free trial of premium features and the ability to sign up for free, there's no reason not to explore how Bardeen can transform your sales playbook execution.

Take action today and start optimizing your sales processes with one of these top-rated sales playbook software solutions. Your team's productivity and revenue will thank you.