All related (28)
Molly Friederich
Director of Product Marketing, SnorkelAI | Formerly Twilio, SendGridMay 25

If the playbooks are insightful and get used... I'm not frustrated! ;) 

Creating sales playbooks is frustrating when we're in a loop of perfection over progress. Oftentimes we forget how powerful a small amount of clear, digestible insight can be over an incredibly robust, in-depth asset. I picked up a mantra from a consultant that I love: "consumable over comprehensive."

Adding depth over time is both more sustainable for you as a PMM and more digestible and actionable for your stakeholders. Get the most important concepts landed, then expand.

Gregg Miller
VP of Product Marketing, Oyster®May 15

There's a lot of reasons sales playbooks might not get used. When that happens, you need to figure out that reason. Some common reasons are:

  • It's too detailed or prescriptive: Sales requires a certain degree of improvisation based on customer discovery and what's needed to establish trust with a given customer. When playbooks are too detailed or prescriptive, it gets in the way of reps' ability to customize their approach to meet the needs of the customer.
  • The story is wrong: Sometimes we deliver a playbook or pitch that just doesn't resonate with customers. Usually it's a result of insufficient testing -- both getting the feedback from your sales team during the development process and piloting it with customers with the help of a small number of customers.
  • The training/launch was wrong: If sales reps don't (a) understand the value and how to communicate it and (b) have faith that it will WORK as evidenced by successful peers promoting it as part of the launch, you won't see much adoption.
Savita Kini
Director of Product Management, Speech and Video AI, CiscoMay 28

Great answers from Gregg. 

From enterprise B2B marketing experience, I would say types of content you create example sales playbooks - also depends on where you are in the lifecycle journey. If its still in the product-market fit or even when you are building / scaling, you may not know the story well enough for each segment of the market you are addressing. You are still learning as an organization. Unless product marketing is also in a few sales calls and visits customers, you may or may not know first hand - objections received, improvisation needed including customization by segment. 

I prefer a more WiKi based format for sales playbook -- I haven't food a generically available tool. So the sales playbook is a living thing that is constantly updated, you can add more details - FAQs, objection handling, segment based nuances, content is searchable. 

Yet to see a tool or platform that would make life easier for product marketing and sales :-(

James Winter
VP of Marketing, Spekit
Pat and Sean did a great job answering with some more tactical approaches so I'll be brief with a couple tips.    There are purpose built tools like Inkling that can be a great way to enable massive sales teams, but they require a ton of investment to do well. Webinars and quizzes are things that work well remotely. Salespeople are competitive so use that to your advantage.   If you have a massive sales team, you should also have the budget to get some outside help to help train them. I’d recommend hiring a professional services firm to make sure the training doesn’t consume all of your...
Daniel Kuperman
Head of Product Marketing, ITSM, Atlassian
You have several products with release dates next to each other and limited resources, so what do you do? Here’s how you can think of this: first, identify the releases with the highest ‘tier’ or ‘priority’ (classification of release tiers vary company by company). The highest priority feature is typically the one with the highest impact in the market and that should get more enablement focus.
Dave Kong
Head of Product Marketing, Scale AI
I know that this is sometimes an incredible challenge. I think the challenge specifically is around balance. A balance between: What are metrics indicative of your business / GTM goals? AND What you can control? This requires leadership buy-in from multiple groups — ideally they would understand Marketing and Product Marketing (this is not always the case!) Based on Your Goals, I would then identify metrics. Some examples below: * GTM / Revenue Initiatives —> Before and After Analysis (ideally based on something specific) * Content —> Content Metrics  * Support —> NPS 
Roopal Shah
Head (VP) of Global Enablement, Benchling
Your CMS (content management system) should have some sort of archiving parameters in place that should remind the PMM team when things get stale. With that said, all the reminders in the world won't matter if people ignore them, so I recommend you also have a "librarian" of sorts manage your content site - whether it's in a sales portal or in another tool, someone who is in charge of managing the site, tracking metrics, and also monitoring / organizing PMM when content needs to be refreshed/archived.  
Gregg Miller
VP of Product Marketing, Oyster®
Man, I love this question! As PMMs so much of our work only has impact if it has engagement from others, and the only way to get that engagement is by having credibility in the organization. This won't be a perfect list or exhaustive, but some things that come to mind are: * Take the time to understand their world: Get out in the field with them, get to know them over drinks, learn what customers are saying about how the product is/isn't meeting their needs, see how our assets do in the wild, etc. There's so many steps we can take to demonstrate we care, that we recognize t...
Charlene Wang
Vice President & Head of Marketing,
Different companies will define product marketing and sales ops / sales enablement in different ways. The distinction tends to run along a spectrum where on the one hand, Product Marketing will lead the creation of content that focuses on market positioning and differentiation, and on the other hand, Sales Ops will lead specific activities or content that helps translate that marketing positioning in a way that resonates with the experience of being in sales. For example, a Product Marketer may create content that talks about how your company has designed product capabilities to addresse...