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vPlaybook
Just-in-time web app for the mobile salesperson's preparation, presentation
Overview
vPlaybook houses playbook content and skills learning to enable your teams. Think: your strategy packaged into an interactive guide, focused on customer conversations and account motions, aligned with the tech. stack your teams use daily.
See How vPlaybook Works
Directive Selling - Customizable rulesets to present dynamic sales content, tools and training based on specific Account, Opportunity, Contact or Lead Objects and the field values within, without needing technical involvement to configure.
Video Integration – Bring sales content to life with integrated video. Motivate learning using videos of colleagues and thought leaders demonstrating what good looks like, and include easy-to-share customer-facing videos for use in customer conversations.
Resource Drawer – Attach recommended sales assets to relevant playbook sections and learning activities. Files are available immediately from the page and can be emailed in app for internal discussion or customer-facing message.
Conversation Planner – Make conversation preparation easier for salespeople and sales teams. Drag and drop playbook content into a dynamic conversation plan or copy and paste material into an email or other planning document.
Reporting - Track what is being used, who is using it, when they are using it, and more! vPlaybook captures all content usage data, as well as specific feature adoption, to build a story around what's next for your team and to champion big wins.
APIs - Unlock the door to easing user management and metric tracking by capitalizing the APIs available through a vPlaybook integration. Not only can you have automated user removal and data connected outside of the platform, but additional profile fields
Learning Center - Equip your leaders for successful coaching sessions, and/or run your own learning skills certifications through the platform. Tied to a playbook or standalone, users can go to their Learning Center to be pitched up content and activities
vPlaybook is designed to go beyond static materials, enabling your teams with rich, interactive content in an easy-to-use app. Intuitive by nature and developed for salespeople by salespeople, teams access vPlaybook through a tab within SFDC and push catered content to sellers based on the Objects that they use every day (Opportunity, Contact, Account, Lead).
Categories
- Business Needs
- Sales Methodologies
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
