SalesMethods builds a platform of sales enablement tailored to fit your world.

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The sales world is changing; more strategic purchasing, more stakeholders, better informed buyers.

Take on the challenge and supercharge your Salesforce with SalesMethods playbooks and tools.

Create a platform of sales enablement in using playbooks and tools that drive the right activity at the right time.

With total Salesforce integration, create one version of the truth using your data, dashboards and reports.

Keep what works for you, stop what does not and start what will. Create tailored solutions that reflect your world, not someone else's.

Sales Playbooks

World class Account Development and Sales Opportunity Management frameworks.

Singing from the same playbook

With our tailored, native guides, ensure that all of your account planning and opportunity management is in one central place;, followed by everyone.

Tailored to fit your sales world

World class, tailored frameworks delivering Sales Playbooks for the key sales responsibilities of account planning and opportunity management.

Optimised strategies, always evolving

SalesMethods’s applications present your chosen Sales Playbook for different sales situations, dynamically evolving as the sale evolves.

Our Playbook Offerings

Sales Opportunity Management
Winning sales plans built on targeted value propositions.

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Account development planning
Increased account penetration, powered by delivering mutual business value.

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Sales Tools

Powerful tools helping you answer the key sales challenges.

Visualise your Salesforce

Bring life to your Salesforce data by visualising customer organisations, their key business drivers, buying criteria and addressable spend.

Simplified Admin

Native integration with Salesforce delivers one version of the truth. Use OrgChartPlus to create Salesforce hierarchies, update contact roles, titles and cleanse your Accounts of duplicates and anomalies. All updates and changes are consistent on both platforms.

Answer the key questions

Create customer relationship development plans, short and long term value propositions and identify and target the business you can win.

Our Tool Offerings

Relationship mapping, completely native to Salesforce.

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Discover your sales opportunities and align your resources.

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Understand what your customer needs and deliver It.

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Build your Playbooks and Tools, not someone else's.

Now you can tailor your playbooks and tools so that they reflect not only your language and world class best practices, but meet your organisation’s specific needs.


Playbook question sets

  • Significant value derived
  • Significant wins & losses
  • Service history
  • Relationship status

OrgChartPlus attributes

  • Intimacy
  • Opinion
  • Influence
  • Relationship

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From the SalesMethods Blog

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