Accelerate Workflow Tools
Apply selling methods in Salesforce Platform workflows for opportunity planning, customer calls, and coaching.
RichardsonFreemium
vPlaybook
by Corporate VisionsSalesforceFree
Deliver interactive sales content, training, and tools in Salesforce based on account, opportunity, contact, and lead data.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Provides interactive sales content through a Salesforce tab and presents materials based on account, opportunity, contact, lead, and field values. Users can access videos, sales assets, and playbook content, then add material to conversation plans or emails. The platform records content usage and feature adoption and offers APIs for user management, metric tracking, and external data connections. It also includes a Learning Center for coaching sessions and skills certifications.
Key capabilities
from the Salesforce AppExchange listingObject-based content rules
Configures rules that show sales content, tools, and training according to Salesforce object types and field values.
Video integration
Includes videos from colleagues and thought leaders, along with customer-facing videos for sales conversations.
Resource drawer
Makes recommended sales assets available within playbook sections and learning activities for in-app emailing or discussion.
Conversation planner
Lets users arrange playbook content in a conversation plan or copy it into an email or planning document.
Usage reporting
Captures content usage and feature adoption data, including who uses content and when.
Learning Center
Provides coaching-session content and skills certifications linked to a playbook or offered separately.
Use cases
- Sales teams can prepare customer conversations by assembling playbook content and transferring material into emails or planning documents.
- Leaders can run coaching sessions or skills certifications through the Learning Center.
- Organizations can use the available APIs for automated user removal, metric tracking, and connecting data outside the platform.
Who it's for
Salespeople, sales teams, and leaders.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«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 …»