Integrating a Sales Playbook into Your CRM

Watch this video for a walk-through of vPlaybook’s easy process to integrate a sales playbook into your CRM, like Salesforce.com.

Having one place for all your content is essential to the success of a modern sales team. Because your sales reps are busy, and they need the right content at the right time. There are benefits to both your admins and your users when you integrate your sales playbook with your CRM. For instance, with admins, it’s easier user management with permission rule sets, and they also have an easy implementation, because it only takes a few hours.

For users, they have a simplified access, because they don’t need to manage multiple logins. And, they get all the content they need in their CRM where they go every day to do their work. For your users, they have a guided selling experience. That is, that you can prompt the page that they need to see, specifically on the contact, opportunity, account, or lead page right there in your CRM. For example, if they’re getting ready for a COO conversation, you can ensure that the content for that conversation appears on the page as they’re getting ready. We do this through business rules that are easy to maintain on the business side, and only involve your CRM admin team at the integration.