One common bottleneck in implementing your sales process with a CRM platform is bringing your sales playbooks to life within the new CRM. We have seen that this gap often leads to missed opportunities, inconsistent pipeline management, and unclear guidance for sales teams. That insight sparked an idea here at iGoMoon — why not utilize HubSpot UI Extensions to solve this problem? Shortly after, we launched the HubSpot CRM Playbook Checker App.
Why We Built It
We wanted to create a simple yet powerful tool to help sales teams stay on track, execute the right actions at every pipeline stage, and maintain clarity on deal progress. Also, it makes stakeholders feel confident that the investment should ship an ROI faster. We hoped to make life easier for sales reps, managers, and ourselves by opening up conversations with stakeholders.
The Results So Far
In just 8 weeks since launching this app as a free download, we’ve been thrilled with the response:
- 100+ new contacts from businesses around the globe have installed the app.
- 51% of these companies are in the 20-200 employee range, where scaling sales efforts is critical.
- Even if the initial idea was to focus on the sales process, many other use cases have emerged. Users also utilize the app for customer success, onboarding, and project delivery. A company in the professional services sector shares how they utilize it:
Great tool! We are - the use case for us is actually as an SOP (standard operating procedure) checklist. We use deals to represent projects (for certain pipelines) so this allows our team to ensure at each deal stage, they complete the specific SOP! :)
How It Helps Your Team
The iGoMoon CRM Playbook Checker App enhances:
- Pipeline Clarity: Sales teams always know what’s expected at each stage, reducing confusion and missed steps.
- Consistency: Managers gain confidence that deals are progressing according to plan, aligning with the organization’s sales strategy.
- Efficiency: Less time spent searching for playbook details, more time closing deals.
This app can help you find ways to improve your team’s pipeline execution and reduce misunderstandings.
Discover the iGoMoon CRM Playbook Checker App
Ready to transform how your team manages deals in HubSpot? Download the app for free and see the difference for yourself. We’d love to hear your feedback and discuss how it can address your unique sales challenges. If you would like to learn more about the app:
- Install the CRM Playbook Checker App
- Read the documentation