rocketvisor visor sales collaboration software

Runnable Sales Playbooks

Reduce ramp-up and increase efficiency with active sales playbooks that deliver coaching, automation, and enablement throughout the entire sales process.

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How it works

Use simple checklists with Salesforce automation, coaching tips, and relevant enablement content to help reps close more deals

Salesforce Automation

The sales process happens across the internet, so why make sales reps waste time jumping back to Salesforce to update information and log activity?

RocketVisor Notes give reps guided call templates that can be accessed from anywhere across the internet. With one click, Notes automatically sync back to the correct Salesforce record.

Help reps run tighter calls and avoid data loss in Salesforce.

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How it works

Use simple checklists with Salesforce automation, coaching tips, and relevant enablement content to help reps close more deals

Timely coaching tips

Valuable sales playbooks filled with best practices and coaching tips are often forgotten in an organizations Wiki or Google Docs. They’re simply too detailed and too inconvenient to find.

RocketVisor helps sales leaders break up their playbook into easy to follow, guided checklists that come with reps across the entire sales process. Reps can learn by doing with tips and best practices at exactly the right time.

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How it works

Use simple checklists with Salesforce automation, coaching tips, and relevant enablement content to help reps close more deals

Provide the right enablement content

80% of sales enablement content goes unused by sales. It’s too difficult to find and know when to use.

RocketVisor’s AI helps sales enablement provide the most relevant white papers, case studies, and other resources, from anywhere across the web, and at exactly the right time of the process.

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How it works

Use simple checklists with Salesforce automation, coaching tips, and relevant enablement content to help reps close more deals

Measure and improve

Looking to improve the sales process and increase productivity per rep?

RocketVisor helps sales leaders A/B test their sales playbooks and understand where and how to improve.

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More Features
  • notes for sales

    Notes

    RocketVisor Notes gives reps guided call templates to gather the right information on their calls. They then automatically syncs back to Salesforce to prevent data loss and save time copy and pasting.

  • chat for sales

    Chat

    RocketVisor Chat helps teams work together to move deals forward and effectively hand them off.

  • file and link organization sales

    Files and Links

    Keep important sales documents and links in one place.

  • rocketvisor salesforce integration

    Salesforce integration

    Everything in RocketVisor is automatically synced directly back to Salesforce. Limit data loss for better forecasting.

Your information is private & encrypted.

Work smart with peace of mind.

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  • Security is not just engineering. It’s maintaining strict procedures and reviews too.
  • Our operations team constantly monitors the health and security of our servers.
  • All customer data stored in an encrypted data warehouse with anonymous key relationships.
  • Our operations team monitors platform and application behavior for anomaly detection.

Don’t take it from us

cro tip nail sales interview

"RocketVisor notes help me easily strategize around our accounts as a team"

David Donlan CRO @ Crayon.co
stephen collura rocketvisor testimonial

"BDR to Account Executive collaboration is much easier with RocketVisor"

Stephen Collura Sr. Account Executive @ HubSpot
chad prigmore

"I can't imagine prospecting and selling without RocketVisor"

Chad Prigmore Sr. Enterprise Account Executive