ROUND TRIP™ CRM INTEGRATION INCREASES THE VALUE AND INTEGRITY OF YOUR CRM
Qvidian Sales Playbooks & Analytics is tightly integrated with Salesforce.com, with Round Trip® CRM Integration helping you connect static CRM data, sales processes, and sales coaching in one easy-to-use solution.
By increasing the integrity of your data, Qvidian Sales Playbooks increases the value of your investment in Salesforce.com. Round Trip CRM Integration closes the loop between Salesforce.com and your salespeople’s activities. The two-way integration not only leverages data from Salesforce.com to execute dynamic rules to trigger plays, stages, or even entire playbooks, but also feeds data back into Salesforce.com to update fields based on activities completed in the playbook. Analyze your data with pre-configured Salesforce.com dashboards, or leverage the 30+ unique analytics captured in the Playbook to create your own custom reports.
Tight integration with Salesforce.com
Qvidian is tightly integrated exclusively with Salesforce.com, providing a unique level of interactivity—and even has a 5-star rating on the AppExchange.
Bi-directional synchronization
You want your data in your CRM to be synced with your Playbook data, and vice versa. With Qvidian Sales Playbooks your sales team doesn’t have to worry about updating two systems.
Increase confidence in deal status
With pipeline forecasts based on sales activity instead of subjective projections, sales leaders can plan with confidence.
Robust integrated data analysis
By correlating Playbook activity with CRM data, you gain unique insights uncovering how people, processes, and activities impact the buying cycle.
INTEGRATED INTERFACE
Embed Qvidian Playbooks directly into the Salesforce.com interface, or access it in a stand-alone browser window without taking up valuable Salesforce.com screen real estate. Either way, Qvidian Playbooks are accessed directly from the Salesforce.com Opportunity, Account, or Lead records so salespeople have access to their step-by-step guide right when they need it.
Connect. Compete. Win.
Learn how Qvidian Sales Playbooks & Analytics can take your sales team to the next level. See the Demo
