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rocketvisor runnable sales playbooks

Reduce inside rep ramp time by 25%

Empower new hires to learn the sales process faster with smart checklists from anywhere on the web

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bynder rocketvisor user

How it works

Use simple checklists with Salesforce automation, coaching tips, and relevant enablement content to help new hires ramp up faster

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

Use simple checklists with Salesforce automation, coaching tips, and relevant enablement content to help new hires ramp up faster

Add the Chrome Extension

New reps walk through a 3-step process to add the RocketVisor Chrome extension.

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

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How it works

Use simple checklists with Salesforce automation, coaching tips, and relevant enablement content to help new hires ramp up faster

Empower reps to learn the process by doing

Experiential learning has been shown to improve learning 40-50% better than more traditional tactics like classroom or video training.

With RocketVisor, sales leaders can give reps everything they need to start learning the sales motion, running better calls, effectively using Salesforce, and getting wins, faster.

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How it works

Use simple checklists with Salesforce automation, coaching tips, and relevant enablement content to help new hires ramp up faster

Measure and improve

The best sales orgs are consistently improving their onboarding process.

With RocketVisor Reporting, sales leaders can make data-driven decisions to continually increase speed to full-ramp.

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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