Qvidian Announces Latest Innovations in Guided Selling Platform

New Release Advances User Experience and Deeper CRM Integrations

CHELMSFORD, MA – August 19, 2014 - Qvidian, the innovator in sales execution solutions, today announced its newest release of Sales Playbooks & Analytics, a guided selling platform enabling sales teams to be more efficient and productive while reacting to buyers’ needs effectively. The Summer 2014 Release delivers features that simplify sales team’s experience, allowing them to save time as well as receive targeted content quickly in the context of a specific selling situation. This release also includes enhanced notifications to make sales teams aware of new and updated content, coaching and plays to ensure they are using what is most relevant for their buyers.

“We are seeing an inflection point where sales needs to have the information and guidance to effectively execute sales activities,” stated Mark Smith, CEO and Chief Research Officer of Ventana Research. “Qvidian is helping sales productivity by providing context that can help advance sales opportunities and provide guidance straight to the mobile tablet at any time. Just adding new people in sales will not help increase revenue and achieve quotas and neither will just deploying mobile technology.”

Qvidian’s Sales Playbooks & Analytics ensures sales teams are having valuable conversations with buyers and their needs are being met by leveraging data in an organization's CRM system, and referencing a unique rules library based on the company’s rules of engagement to deliver a tailored, step-by-step approach for how the rep should engage with a buyer.

The Summer 2014 Release increases the rep’s ability to have targeted content, coaching, and tools quickly to satisfy buyer’s needs. This release also includes the ability for reps to upload content or enter data within the Playbook and have it sync automatically to the CRM record, eliminating the need for additional data entry, or the emailing of key sales documents.

“Our customers are achieving significant returns with their ability to better align with buyers and deliver real value in their sales conversions,” stated Lewis Miller, President and CEO of Qvidian. “Sellers need to be able to respond quickly to buyers at any given point in a sales deal. Our sales execution solution empowers sales reps to know exactly what to do as they learn more about buyers’ requirements and needs. With this solution, customers are succeeding faster and driving greater sales efficiency.”

“The Summer Release of Sales Playbooks focuses on increasing the dynamic ability to deliver targeted content and coaching to sales teams when they need it most,” stated Karen Meyer, VP of Products of Qvidian. “The added ability to sync new information entered in the Playbook directly back to a CRM reduces the time sales reps spend on data entry, keeping records up to date, and giving management teams visibility into updated information and progress in real-time as deal characteristics change.”

Customers will see benefits that will sharply increase sales team productivity:

  • Increased dynamic content delivery enabling more adaptability in selling process to deliver targeted content and guidance to sales reps in the context of specific selling situations
  • Capture deal information directly within Playbook and it will automatically update corresponding CRM fields
  • Log files and documents by attaching to the Playbook and have it automatically attach to the CRM record
  • Publish to in-progress Plays to provide the most up-to-date information ensuring end users use the most accurate content
  • Enhanced user experience to increase ease of use and improve CRM user adoption

The Summer 2014 Release is available now. For more information go to www.qvidian.com/sales-playbooks.

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About Qvidian

Qvidian, established in 2003, is a solution provider of cloud-based RFP and proposal document automation software. Qvidian enables teams to easily and efficiently access, assemble, deliver, measure and manage sales documents. Qvidian’s innovative software and advisory services help organizations manage repeatable processes and workflows that enable them to deliver winning proposals. Qvidian has more than 1,100 global customers and 200,000 licensed users.