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rocketvisor runnable sales playbooks

Scale your inside sales team faster

Guide SDRs and AEs to easily follow the right process every time. Build a repeatable revenue machine.

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How it works

Make SDRs and AEs faster, more accurate, and more successful with checklists that combine CRM automation, coaching, and just-in-time content delivery

Set up

Setting up your process in RocketVisor is as easy as creating a Google Form.

Add the steps of your sales process with a checklist of activities. Integrate Salesforce fields, write up coaching tips, and include relevant links and documents in seconds.

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How it works

Make SDRs and AEs faster, more accurate, and more successful with checklists that combine CRM automation, coaching, and just-in-time content delivery

Add the Chrome Extension

SDRs and AEs walk through a 3-step process to add the RocketVisor Chrome extension.

Now they’ll be able to access your process from anywhere across the web.

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How it works

Make SDRs and AEs faster, more accurate, and more successful with checklists that combine CRM automation, coaching, and just-in-time content delivery

Empower reps to learn the process by doing

Where classroom and LMS training end, RocketVisor picks up and ensures adoption.

Help SDRs and AEs spend their time in the right places, take the best next steps, and learn the process by doing.

Speed them up with quick access to call scripts and other helpful content and bring Salesforce fields to any website or application, right when they need them.

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How it works

Make SDRs and AEs faster, more accurate, and more successful with checklists that combine CRM automation, coaching, and just-in-time content delivery

Measure and improve

The best sales orgs are consistently improving their process.

With RocketVisor Reporting, sales leaders can pinpoint areas of opportunity to continue to grow their revenue generating machine.

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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.

Read More
  • 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