Runnable Sales Playbooks

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.

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.

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.

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.