Sales playbook software
built into every deal
Fiit lets you turn your sales playbook into dynamic, guided workflows
Embedded directly in Salesforce and visible to every rep.
Sales playbooks don’t work
if they’re ignored
Fiit’s Solution
Make your playbook come alive, embedded in the sales process, personalized to every opportunity.
Common problems
Static docs no one opens
Reps forget steps or skip key actions
Managers can’t enforce process in real-time
From PDF to fully guided workflows
Playbooks assigned per persona, industry, or segment
Reps see exactly what to do, and when
Templates with pre-defined tasks, events, and docs
All actions tracked and synced to Salesforce
Triggered actions based on Opportunity stage or type
Benefits
For Reps
No guesswork, just actionable next steps
Everything lives in Salesforce
Confidence in following best practices
For Sales Leaders:
Consistent execution across the team
Clear visibility into deal progress
Faster ramp-up for new hires
No PDFs, no plugins
just Salesforce
Playbooks trigger from Opportunities, Accounts or Lead
Actions and fields mapped to your CRM schema
Track usage, engagement, and impact
Build a sales playbook your team actually uses
FAQ: Sales Playbook Software
inside Salesforce
What is Fiit’s Sales Playbook Software?
Fiit is a sales playbook platform built directly inside Salesforce. It transforms static sales documents into dynamic, guided workflows, helping reps follow proven processes while giving managers visibility and control.
How is Fiit different from a traditional PDF sales playbook?
Unlike static PDFs that reps often ignore, Fiit embeds your playbook into the Salesforce workflow. It delivers timely tasks, nudges, and alerts based on deal stages ensuring your process is followed in real time.
What problems does Fiit solve?
Fiit addresses scattered communication, lack of buyer collaboration, and difficulty tracking deal momentum all common challenges in complex B2B sales cycles.
Does Fiit work inside Salesforce?
Yes. Fiit is 100% Salesforce-native. There are no external tools, tabs, or plugins. All actions, tasks, and tracking happen directly inside Opportunities, Accounts, or custom objects.
Can I customize playbooks by persona or industry?
Absolutely. You can assign different playbooks based on opportunity type, segment, persona, or industry. Each rep sees only what’s relevant to their deal.
What kind of actions can be automated?
You can automate task assignments, document sharing, field updates, and alerts, triggered by opportunity stages or custom criteria using Salesforce Flow.
How does Fiit help sales leaders?
Sales leaders get consistent process execution, real-time visibility into deals, and faster onboarding for new reps. You can also track playbook adoption and impact across your pipeline.
What do reps see in Fiit?
Reps get clear, step-by-step guidance inside each deal, tasks, meetings, templates, and notes all mapped to Salesforce. No guesswork, just actionable next steps.
