vPlaybook
By Corporate VisionsSales Methodologies
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2017
About vPlaybook
Just-in-time web app for the mobile salesperson's preparation, presentation
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).
Highlights
- 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
Screenshots and videos
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Pricing
Free.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 14, 2022
- Languages
- English
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