Digital Playbook App

Get armed for insight-based selling

Equip sales people with the insights, guidance, messages, and materials to add more value in their conversations.

Built to be interactive and accessible on laptop, tablet and smart phone*, the Digital Playbook is designed to become an integral part of a sales person’s daily workflow.

And it works online and offline, delivering a great user experience wherever you are.

  • Dial-in the industry and persona for your next call
  • Prepare insights, questions and messages for the individual opportunity
  • Share your thinking with others working on the deal
  • Use your preparation to have more valuable and impactful conversations

Prepare more effectively at each step in the sales process.

The Digital Playbook app features a unique tool, called the Deal Blotter, which enables sales people to prepare ideas, insights and messages for individual calls and meetings.

Click on the sales steps below to see how the Digital Playbook integrates into a sales person’s daily workflow as they move opportunities through the sales process.

Video 01: Get Ready

Insights on-demand.

As learning preferences shift from accumulating and storing knowledge to accessing information on-demand, sales tools have to adapt to stay relevant.

That’s why BPM Digital Playbooks are configured to reflect your sales process, delivering the right knowledge and guidance for the next step in the sale.

Set the dials for your next call.

In the digital age everyone is overloaded with information. Sales people have to focus on what’s relevant for the deal they’re working on, to be efficient.

The Digital Playbook app is highly interactive, allowing users to set the Industry and Persona (for example) and only see what’s relevant to the current opportunity.

Prepare your thinking using the Deal Blotter.

Is there a better way for sales people to capture insights and ideas for calls and develop the key points they want to discuss at the next customer meeting?

The Digital Playbook app from BPM has a unique feature called the Deal Blotter. This digital notepad allows sales people to assemble ideas, insights and messages from the pages of the Playbook and make notes as they prepare for calls and meetings for the deal they are working on.

Add coaching and collaboration to the sales rhythm.

How do you work closely with team members in a structured way, as you move an opportunity forward?

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 team can also see and contribute to the thinking on the deal.

Further, Sales Managers get a window onto the insights and messages team members are using – making it a great tool for coaching.

Connect with us

If you’d like to set up a demo to explore how Digital Playbooks could help your sales team, use the form opposite and we will fix up a time to talk.

Europe: +44 203 755 3359

North America: + 1 (646) 202-2572

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