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 customer success-plan-proposal-example
Customer success•16 mins
How to Create a Customer Success Plan: Template & Tips
Brendan Connaughton|Oct 23, 2024
Team meeting
Customer success•21 mins
Building a Winning Customer Success Strategy
Marissa Taffer|Nov 28, 2023
The image represents the theme of Customer Success Enablement
Customer success•24 mins
The Ultimate Guide to Customer Success Enablement
Marissa Taffer|Nov 28, 2023
sales person handshakes their customer
Sales techniques•19 mins
Customer-Centric Selling: How To Get Started
Marissa Taffer|Nov 5, 2023
customer trust - handshake symbol
Customer success•15 mins
How To Build Customer Trust: Proven Tips For SaaS Businesses
Marissa Taffer|Oct 2, 2023
salesperson on phone to customer
Customer success•14 mins
Providing the Best B2B Customer Support - What happens after you’ve closed the deal?
Marissa Taffer|Sep 18, 2023
b2b buyer online
Customer success•16 mins
B2B Customer Experience: How to Deliver CX Excellence
Marissa Taffer|Jun 19, 2023