The Sales Playbook is built on a powerful, collaborative platform designed to allow sales organizations and other teams to quickly and easily share information.  The system is hosted, eliminating the need for any IT involvement.  It is easily accessible from any web browser.  After we've gathered the initial content for your Sales Playbook, updating and navigating the content is simple.   Here are some key attributes to the Sales Playbook system:

Anyone can contribute

If you can write an email, you can use the Sales Playbook. The tools are the same familiar controls that you are already used to. The Sales Playbook content editor is incredibly easy to use and gives you the power to add, modify and delete anything you need to.

Our editor comes with a spell checker, the ability to edit in HTML mode, image editing, shared templates, and content tagging.  We also support advanced formatting capabilities, tables, links, and the ability to create new pages within the Sales Playbook as you edit a page.  We automatically lock pages for editing, so there can be no conflicts when two people try to edit the same page at the same time.

Work flow Rules with permissions

To ensure that your Sales Playbook content remains correct and relevant we provide powerful work flow rules. 

Configuring work flow on is as simple as clicking a check box in the Sales Playbook settings. Changes in a workflow-enabled Sales Playbook  can be accepted in one of two ways:

1. Work flow Notification Emails

You can configure our work flow software to email you the changes that have been made in your Sales Playbook or blog. We show you the changes that have been made, and you can approve or reject the changes right in the email!

2. Within Sales Playbook

On your My Workflow Dashboard, one of the sections is a listing of changes in your Sales Playbook and blogs that need to be approved. Simply review the changes and accept or reject them- the system takes care of the rest.

You can also restrict the types of access users have.  Here are the levels of access provided in the Sales Playbook:

Easy Navigation

1. Hierarchy

Organize your Sales Playbook by building hierarchies of pages. By categorizing pages into parents and children, you can naturally group together similar pages.

2. Chronology

One of the most important things to know is what has changed since you last visited the site. Your Sales Playbook tells you everything that has changed recently - pages, notes, attachments - either across the whole Sales Playbook, for a particular contact, or for each individual page.

3. Search

Everything in your knowledgebase is filtered by the indexing engine. Everything, including pages, notes, attachments personal profiles and blogs. If it's in Sales Playbook, you can search for it, and you can find it- fast.

Notes and Attachments

Pages store the content that provides the value of the Sales Playbook. You can crea

te a page in seconds, and type in whatever information you would like.

• Attachments - Quickly and easily attach files, (spreadsheets, presentations, etc.) and images (diagrams, marketing collateral, etc.) to any page in any workspace.
• Notes - Our Active Notes feature allows anyone to add notes to a page, which gives everyone a chance to comment or contribute to pages without having to change existing content.
• Structure - Pages are structured in a hierarchy to ensure organization and quick access. Each page can any number of sub-pages, which form a tree of pages just like what you see on your computer.
• Tagging - Every page can be tagged to classify the content as it relates to you. In addition, you can tag specific text within a page. 

Alerts and RSS feeds

RSS is quickly becoming the standard for information publication. It lets websites inform their readers, or other websites, of new and updated content. The Sales Playbook uses RSS as a simple way to integrate  updates with your other news into a single feed of information. The Sales Playbook publishes many different RSS feeds. RSS feeds allow feed "readers" to keep track of new and updated content on any page that you choose. You can have it delivered to you so that you don't even have to login and check the system.

Thes RSS feeds alert you to ...

• New and updated pages in the Sales Playbook
  
• New and modified content on starred pages
• Changes made by your starred contacts
• New and updated posts to starred blogs
• New comments that have been added to starred blog posts

Email is always an option if you prefer it over RSS. RSS is still not widely adopted, so everything you can get through RSS feeds can also be emailed to you.

Unlimited storage
Your sales knowledge shouldn't have a limit, so your Sales Playbook shouldn't have one either.  Store as much information as you can in the Sales Playbook, because there is no limit on data storage!  Keep presentations, collateral, spreadsheets and other data in the Sales Playbook and have one simple and accessible repository.