Create SOPs & Guides for Every Sales Process and Tool
Turn your sales processes into visual, step-by-step guides as you work. Align how your team uses CRM, outreach, and deal tools to drive consistent execution and reduce repeated questions for managers.
Benefit from Guides Which Increase Your Sales Team's Performance
Boost sales team productivity with clear guides and manuals for key sales processes and tools.
Process Standardization
Your team members always know which algorithms to follow to provide prospects with information and services as quickly as possible.
Answers to FAQs
Empower your sales managers with the information required for troubleshooting any customers' issues. Let your sales professionals swing into action immediately.
Onboarding
With ready-made instructions under your belt, you can enhance your new hires’ competencies and tailor them to your business needs two times faster.
New Tools Implementation
Integrate new software into your sales process without a hitch. Empower your sales representatives with more effective tools, ensuring smooth and problem-free workflow.
Communication
Give your sales managers an opportunity to ping each other only when it's really necessary. Let them feel confident, having solid and clear instructions within reach.
Increased Empathy
When your sales talents have clear directions, they have time and energy to search for non-standard solutions based on discovering the clients' needs.
Create a Variety of Guiding Documents for Your Sales Team
Knowledge Base
Instructions
Standard Operating Procedures (SOPs)
Troubleshooting Guides
Step-By-Step Guides
Software Documentation
Document Sales Processeswith MagicHow
MagicHow helps sales teams document sales processes and tools as they work. Create visual guides and training manuals that improve consistency, speed up execution, and keep everyone aligned as your team grows.
Install MagicHow
Install MagicHow in your browser or on your desktop to start capturing processes across any software in minutes.
- Works in your browser
- Works on desktop (Mac & Windows)
- Works across any software
- Fast, simple, accurate
- Ready in minutes
Capture your process
Turn everyday work into documentation by capturing your process as you complete it.
- Creating guides while working
- Record any software process
- Turn actions into steps
- No manual writing needed
Save your capture
Save your recording, and MagicHow generates a clean, complete step-by-step guide from your actions.
- Turns actions into instructions
- Clean step-by-step output
- No steps missed
- One capture becomes documentation
Edit and customize
Quickly improve your guide with edits, AI polishing, and rich content like notes, links, videos, and diagrams.
- Add notes and tips
- Blur sensitive information
- Polish guides in minutes with AI
- Insert links and resources
- Add videos and diagrams
Share with your team
Share guides securely with your team, control access, embed in documentation, or export in multiple formats.
- Invite users to your workspace
- Keep knowledge centralized
- Send public access link
- Export PDF, Word, Markdown
- Control access rights
- Embed in your documentation
Document Processes and Share Guides with Your Sales Team Easily
MagicHow for Sales Teams
Chances are, you want to share proven sales processes with your team. With MagicHow, you can create step-by-step instructions for using sales tools and software, then share clear guides with sales managers, representatives, and the entire sales team.
Get startedCreate Guides for Any Sales Software
Customer Relationship Management (CRM) software
Sales Performance Management (SPM) software
Sales Enablement Software
Business Intelligence (BI) and Analytics Software
Your Sales Team Aligned
Create clear instructions that every representative and manager could follow the same standards across sales processes and tools.
Raised Productivity
With MagicHow, your sales team is always empowered with a comprehensive set of guides that regulate managers' everyday actions. Sales managers' activities are streamlined, straightforward, and bring more impressive results.
Enhanced Collaboration
Due to process standardization, your sales professionals are always on the same page. They can answer requests quickly and provide colleagues with relevant, up-to-date information and easy-shareable documentation.
Independence from Support
Your sales representatives can resolve and troubleshoot issues on their own by referring to your knowledge base and SOPs. This prevents delays in responding to client inquiries and enhances client retention.
Fast Onboarding
Help new hires immerse themselves into sales processes in no time. Benefit from sales professionals who contribute to your business from day one and aren't prone to errors and delays.
Enhanced Personalization
Your sales managers have instructions for the most ambiguous situations in place; thus, they aren't distracted by potential pressure and can provide personalized solutions for the customers.
Higher Quality of Service
Instructions, manuals, and SOPs make sales processes more organized and concise. Clearer goals, standardized procedures, and automated routines contribute to smoother operations, increased efficiency, and enhanced customer satisfaction.
Optimize Documentation for Your Sales Team With MagicHow
Got Questions?
If you can't find what you're looking for, get in touch.