HSA Bank Accelerates Sales Onboarding through Playbooks

HSA Bank’s sales playbooks give the sales team a repeatable recipe for success and enable new hires to rapidly get up to speed on the company’s sales message, process, and competitive landscape. The customized playbooks include sales-friendly educational video and information that equips reps with “what to know,” “what to do,” “what to say,” and “what to show.”

HSA Bank's sales playbooks give the sales team a repeatable recipe for success and enable new hires to rapidly get to speed on HSA sales messaging, processes, and the competitive landscape. Each sales playbook includes sales-friendly, educational videos and practical content that equips reps with what to know, what to do, what to say, and what to show.

Every person we bring onto the team raves about how it is the best training they have ever had because it allows people to understand what to say, who to say it to, what to talk about, and how to overcome objections. It ultimately gives them a recipe for success over and over and over again. The development of the vPlaybook with DSG impacted our ability to onboard new folks to the organization at a more rapid pace than we were ever able to do before. It helps folks that didn't come from our industry quickly understand our process, messaging, and what's going on in our competitive space and the marketplace.

The ease of use with the DSG playbook is much appreciated, given our experience using blue sheets and other technology which aren't interactive. Having videos and content with branding to the HSA Bank world is meaningful because people see the personalization. We can add and modify content on the fly to keep it updated for our reps, which is important because things change quickly in this business.