Playbook Videos

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.

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Video Transcript

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.

Sales Plays

Prioritizing and reinforcing a set of sales plays will help make your playbook more actionable. A successful sales play has three components: It’s time-bound, it’s outcome-focused, and it contains the content tools and best practice examples reps need to execute.

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Video Transcript

So, you’ve created a playbook to enable your growth strategy. Prioritizing and launching a set of sales plays will help make your playbook more actionable. A successful sales play has three components. It’s time-bound, it’s outcome-focused, and it contains the content tools and best practice examples reps need to execute.

For example, in the next 60 days, schedule 25 meetings with CIOs where you lead the whiteboard conversation using the following email scripts, talk tracks and video role plays. Successful sales enablement leaders know that launching and reinforcing the play is as important as the play itself. So, use video. A text-heavy document will not bring your sales play to life. Record your sales leaders introducing the play and issuing the challenge to the sales team.

Reinforce your sales plays with manager coaching. Provide frontline managers with a coaching guide to drive a consistent coaching culture across the whole organization. And create excitement. Celebrate and promote wins across the whole sales team. Maybe publishing a weekly leaderboard to inject some healthy competition. Your sales reps are busy. Building and launching prioritized sales plays will help take your growth strategy from idea to action.

How Video Supports Sales Education at Every Stage

Whether your sales reps are new or experienced, video is a great way to accelerate learning and provide sales education. Expert-on-demand videos bring classroom learning to life and video-based coaching tools can enable better feedback.

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Video Transcript

Salespeople love video. And the best marketing enablement teams use video to drive engagement and accelerate learning across different levels of rep experience. During the onboarding process, reps need more than text-heavy documents. Expert on-demand or interview-style videos help bring classroom learning to life.

Once reps master the what-to-know content seeing real-world examples from people who are already conversationally fluent gives reps a benchmark for what good looks like. As they prepare to lead sales conversations, manager feedback is critical. Video-based coaching tools allow reps to record their own delivery and get hands-on coaching from their managers.

Sales people aren’t the only ones who love video. Customers and prospects love it too. Consider how an animated insight video like the one you’re watching now could help your reps strengthen their message, provide greater clarity, and stand out from the competition.

Every organization is different. And your reps need different things depending on their experience level. But one thing is common. Whether you’re new or experienced, video is a great way to accelerate rep learning.

What is a Modern Sales Playbook?

You have sales education content. You may even have playbooks, but do your sales playbooks have these four characteristics? A modern sales playbook is trackable, video-based, and more.

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Video Transcript

So what is a modern sales playbook? So we found that there’s four characteristics, after seeing thousands of playbooks that can have a material impact on the adoption of your sales playbooks in the field.

So the first characteristic is, think about your playbooks being more just in time. So your reps are preparing for conversations every day in the field and they have a 2:00 pm meeting they’re coming up to. And they’re often searching in disparate sources and systems to find exactly what they need for, to prepare for that conversation. Oftentimes results in ad hoc conversations or them creating their own content, uh, on the spot. So think about packaging the content, the tools and the training a rep would need, to prepare for a conversation in a way that’s intuitive, easy to find and all in one place

The second characteristic is video based. So think short, 60 to 90 second videos of your people demonstrating what good looks like and best practices. They’ll help bring the content on the page to life. And it’ll be much more compelling for your sales people. In fact, studies show that 95% of information is retained through video, versus merely 10% when through text.

The third characteristic is repeatability. So create very common structures and templates that are easy to use and easy to edit. And as a result, that’ll create consistency for those who are consuming that information because they’re used to it in that way. And ultimately scalability for those who are developing the content, rolling out new products, new messages and new initiatives. It becomes a very common, consistent framework.

The fourth characteristic is the ability to track engagement. That will provide those who are creating playbooks the opportunity to see what works, what doesn’t work. And the opportunity to create new or edit existing. And ultimately opportunities for sales managers, to see coaching opportunities for their team. So the next time you go create new playbooks or you’re evaluating your existing playbooks, consider using these four characteristics, as a way to determine are your playbooks modern and sales friendly.

Creating Modern Sales Playbooks with vPlaybook

Ditch boring PDF playbooks and sales videos that look like they were filmed with an old flip phone. vPlaybook’s web app and creative services can help your team create sales-friendly interactive playbooks that take reps from preparation to presentation.

Example Sales Playbook

Walk through a sales playbook example on the vPlaybook web app. In this webinar excerpt, hear from DSG and Sirius Decisions sales enablement experts about how modern playbooks should be interactive and video-based. Find out how b-to-b companies are revolutionizing what a sales playbook is and how playbooks are delivered to reps and partners. vPlaybook is a DSG solution.

The Impact of Digital Sales Playbooks

Software company RES used sales playbooks to help align sales and marketing. Their playbooks outline sales plays, use cases, buying triggers, discovery questions, and customer facing tools. Watch this video to hear about RES’ experience of implementing playbooks and the benefits of digital playbooks for their sales team. Before RES introduced the playbook, sales content was all over the place. The new reality with vPlaybook is salespeople easily accessing the right content in a centralized place.

What is Sales Messaging?

The right sales messaging tools and training can bridge the divide between high level strategy and what gets communicated in customer conversations. Resulting in your “big ideas” turning into real results. But how do you effectively package the actual words your sales channels should communicate in customer conversations? The discovery questions that will demonstrate insight? The stories that a customer will find compelling? The model to draw on a whiteboard that will illuminate the customers’ real situation and define a roadmap for solving those problems?

Playbook Mapping

Many organizations need an objective 3rd party assessment of existing sales messaging content and tools. Along with the plan for enabling sales by filling content gaps, creating playbooks, and driving utilization.

What is a Sales Playbook?

What do your salespeople need to execute your strategy? Salespeople need a playbook with practical strategies and messaging, not just process guidance.

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