Digital Playbook Example (Single-Page)
This is an example of what a single-page digital playbook could look like in Flipdeck.
It's important our sales reps and channel partners understand the key stages of the buying process.
Get guidance on likely customers, their needs, and the different buyers involved in the decision to purchase.
Learn the customer challenges that make good connecting points for prospecting plus tools and techniques.
Learn who our competitors are, their strengths & weaknesses and what competitive advantages we offer customers.
Learn the key points at each stage of the sales process.
Quoting / Pricing
Understand when to use a standard pricing schedule and how to check for buying group and customer negotiated discounts
Lead Handling / CRM
Everything you need to know about lead routing and how to make use of the CRM.
Understand when and how you should give a demo and tips for making it a two-way conversation.
It's important to take customers smoothly through the closing process into their first experience as a customer of ours.
Get familiar with our portfolio and the products and services we offer.
Expand Your Knowledge
Our industry is ever-changing. Commit to continual learning to improve your technical, business, and industry expertise.
Every company has a history, a culture and a reason they do what they do. Being able to articulate that can provide a powerful competitive advantage.
Help support our unified brand by using the latest Marketing materials targeted to your customer and their needs.
Reassure your prospects by using closely matched case studies, success stories and customer quotes.
Promotions and special buying opportunities are a great reason to recontact customers and prospects.
It's critical to our brand and for repeat business to achieve a smooth transition from close to customer.
Upgrades / Renewals
Achieving strong upgrades and renewals requires excellent product/service delivery as well as timely communication touch points.
You play an important role in customer satisfaction and it is helped tremendously by a clean, orderly sales administration process.
Who to Contact
Engage the proper people or departments to address any customer administration issues.
Review the applicable aspects of the current comp plan so you know how your results will be compensated.