Digital Playbook App

Drive new sales behaviors

Digital Playbooks equip sales people with the insights, questions, messages, tools and plays to accelerate sales of specific propositions and move the conversation from features to value.

Our Digital Playbook app is built in HTML5, which makes it interactive and compelling, accessible from laptop, tablet and smartphone, and available both online and offline.

  • Dial-in the industry and persona to get insights, questions to ask, customer challenges, value props, and collateral to use at the current step in the sales process
  • Select relevant ideas and edit them in the tool to prepare for your next conversation
  • Share your thinking with other people working on the deal
  • Access on any device, online and offline, before and during meetings

More powerful conversations through the sales process

Digital Playbooks enable sales people to prepare more effectively and have better conversations with customers.

Click on the chevrons below to view videos which explain how to use a Playbook at the different steps in the sales process at example company – Franklyn Analytics. Don’t forget to click on Deal Blotter to see how this interactive feature transforms the way sales people prepare for calls and meetings…

On-demand learning

As learning preferences shift from accumulating and storing knowledge to accessing learning on-demand when it’s needed, sales tools have to adapt to stay relevant.

Sales people are looking for information and guidance that’s relevant to the task in hand.

  • That’s why today’s sales tools are built as playbooks constructed around the sales process to deliver the right knowledge and instruction at the moment the sales person needs it

What's relevant to me

In the digital age everyone is overloaded with information.

Sales people need to be able to quickly jump to the right type of information and filter it so they can focus on what’s relevant to them at that moment.

  • With HTML5, Digital Playbooks can be highly interactive allowing users to expand and contract content, and filter by Industry and Persona, for example

A place to prepare your thinking – the Deal Blotter

Where does a sales person go to capture insights and ideas for a call and develop the key points they want to make at the next customer meeting?

The Digital Playbook app from BPM has a unique feature called the Deal Blotter.

The Deal Blotter is where a sales person gathers together relevant ideas, insights and messages from the pages of the Playbook for a particular deal they are working on and it’s where they do their thinking and make notes as they prepare for calls, meetings and other communications.

  • In the Deal Blotter you can edit and add to the selected content to develop the ideas, insights and messages you’re going to use with the customer
  • You can then access these notes on your smart phone or tablet for a last minute refresher or update

Get input from others and alignment on the deal

But how do you work with colleagues in a structured way to prepare for customer interactions?

Whatever a sales person has in the Deal Blotter for a particular opportunity is synchronized back to the cloud.

This means not only can they view what they have in the Deal Blotter on any device, but other members of the sales team who are working on the same opportunity can also see and contribute to the thinking on the deal, using the Deal Blotter.

  • The Deal Blotter is a great tool for sales managers to use as they coach team members over what to ask, say and show for an individual deal
  • It’s also the perfect way to get alignment with sales specialists on demos and what specific points need to be addressed

Connect with us

If you’d like to set up a call and demo to explore how Digital Playbooks could help your business, submit your contact details here and we will fix up a time that works.

Europe: +44 203 755 3359

North America: + 1 (646) 202-2572

Digital Playbook Demo

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