vPlaybook

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, vPlaybook not only includes just-in-time dynamic content, but also allows your teams to streamline certification of skills, swiftly move through learning journeys, track a variety of analytics, build shareable conversation plans, and so much more. Think: your company's growth initiative strategy packaged into an interactive guide, focused on customer conversations and account motions, aligned with the tech. stack your teams use daily.
Feature Highlights:
Directive Selling - Customizable rulesets to present curated 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, directly within your CRM. Not using a CRM? No worries. vPlaybook also integrates with other platforms via linking, iFrames, and SAML2.0.
Video Integration – Bring sales content to life with integrated video housed in a playbook. Research shows that learners are more engaged when they have visual content to view. 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 from the app for internal discussion or customer-facing messages.
Conversation Planner – Make conversation preparation easier for salespeople and delivery teams. Drag and drop playbook content into a best practice conversation plan that can be exported for manager feedback or on-the-go referencing, or simply copy and paste material into an email or other planning document.
Playbook Mapping & Content - Connect messaging and other platforms throughout a playbook to map your users to the exact information they need. With the ability to link to specific areas of content as well as outside systems, vPlaybook can become the one true place for teams to find the latest and greatest information as it is easy to build and update. No version control issues here!
Reporting - Track what is being used, who is using it, when they are using it, and more - including who is downloading files from the Resource Drawer and who is exporting conversations via the Conversation Planner, for instance. By capturing all content usage data, as well as specific feature adoption, Administrators can build a story around what's next for your team and champion big wins.
APIs - Unlock the door to easing user management and metric tracking by capitalizing on 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 that make permissions and data tracking a breeze.
Learning Center - Equip your leaders for successful coaching sessions, and/or run your own learning certifications through the platform to strengthen users' knowledge, comfortability, and overall skills tied to the initiatives at hand with dynamic feedback, activities, and scoring methods. Tied to a playbook or standalone, users can go to their Learning Center to be pitched up content and activities with the flexibility for managers or enablement team-owned coaching plays.