Qvidian Announces Sales Playbook Update

Published: September 25, 2012

Sales performance management vendor Qvidian recently released a major update to its sales playbooks and analytics software, including tighter integration with the Salesforce.com platform.

Qvidian Sales Playbooks use an automated and standardized process to provide guidance, content assets, coaching tips and best practices to salespeople, based on the context of a particular deal. The content and best practices being offered can vary to match a specific selling situation, and Sales Playbook content is managed and delivered from within Salesforce.com.

Key features in the latest version include:                                                     

– Round-trip CRM integration automatically synchronizes Playbook activity and CRM data;

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– Tight Salesforce.com integration, including full integration with the Salesforce user interface and data integration for analytics;

– Support for dynamic business rules that provide sales “plays” based on the specific characteristics of a Salesforce.com opportunity record;

– Advanced reporting and analytics tools tailored for multiple stakeholders, including the ability to improve forecast accuracy and observe what content is actually being used by the sales team.

– Support for mobile devices;

– An updated Playbook interface designed to simplify the process of navigation multiple opportunities or complex sales cycles.

“Improving sales execution and winning more deals is an area that all sales teams—regardless of industry or marketplace—can improve upon”, said Lewis Miller, President and CEO of Qvidian. “The use of Qvidian Sales Playbooks also provides a consistent method of deal inspection which leads to better forecasting abilities.”

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