Qvidian Sales Playbooks is a Web-based sales enablement platform utilized by more than 1,200 organizations worldwide. This software is listed amongst “Top 40 Sales Tools of 2014” in the sales enablement category by Smart Selling Tools.
Qvidian’s Sales Playbooks speeds up sales cycles and promotes best practices by restructuring complex sales processes into replicative steps. This software shares content regarding sales strategies, content associated with buyer phases and personalized selling situations.
The system's analytics feature provides a comprehensive view of the sales funnel by generating automated reports and dashboards. This software can be directly integrated with Salesforce.com to leverage additional customer relationship management (CRM) features.
Qvidian Sales Playbooks Mobile enables sales professionals to prepare for meetings and share content on the go, and the CRM is updated in real time for an accurate forecast.
Kym from Splunk
Specialty: Software / IT
The software allows us to serve up content in context to where the seller's opportunity is within the sales process. The sellers do not need to waste time searching sites to find the right content, it is served up to them dynamically and when it is meaningful.
Qvidian as a company is fantastic to work with. We have engaged with all areas from Professional Services, Development, Marketing and the like and everyone is on board to make their customer's successful!
It took us a while to master the rules but nothing that would prevent me from purchasing again.
Talk to other users as there are many ways to implement.
Jennifer from Veyo
I love the software. It's easy to use once you've been trained. The implementation and subsequent training is great and the staff is wth you all the way.
ESM from Genesys
Employees number: 501-1,000 employees
Qvidian, is easy to use. It is very intuitive. The new library is much better than the classic library
Simeon from N/A
It has been excellent so far. Coming into my area of work, we did not have a method of consolidating our content while managing proposals/RFPs, everybody sort "had" the content in their own personal laptops which made getting up to date content from experts extremely difficult. Qvidian has taken away all those challenges
- excellent content management system
- great customer service
- ease of use
none that i can think of so far
It's a great tool to have as an added on extension of your company, especially for Project Managers. Once you begin to use it a rely on it, it makes work effortless (your not chasing people down on a daily basis). That time can be devoted to other endeavours.
ESM from Genesys
Employees number: 501-1,000 employees
It is easy to use. It is very intuitive. You can build custom reports and have content in multiple languages. It has many other features that I have not use yet.
Giselle from Harte Hanks
Qvidian has helped me in getting my content library under control with folders, lists of updates/versions, and owners. There's also metadata, which I'm just beginning to explore. The support staff is great, and while I haven't fully automated the RFP process yet, I'm looking forward to it.
Barry from Fifth Third Bank
Pros - Qvidian has made significant improvements over the past 5 years based on feedback from clients like myself. This has been hugely satisfying to be one of their clients. They have a customer community that promotes knowledge sharing and helps shorten the learning curve for new users.
Qvidian initially was our proposal automation tool and because of the enhancements from a content library perspective, we have been able to broaden our use to include content management. You have flexibility to create custom meta data, allowing you to customize what you want to track on each content item. It makes classifying your content easy.
Cons - Enhancements are coming that address these items, but I would say automating the tracking process for approvals is a huge thing for our organization, but as I said in my previous comments, Qvidian is already working on addressing this.
Nancy from West Corp
I really like that we, the writers of proposals day in and day out can easily organize, add and edit content in a folder structure that makes sense to our business. In addition to the vast knowledge base that Qvidian supports, it also helps us manage our proposals. Responders can be assigned to their questions easily and effortlessly. At any time, anyone involved in the proposal can see what questions remain unanswered, those pending acceptance and those acceptance. You can also filter the questions to those assigned to use. This allows me to work efficiently and at my pace. Others can work on their responses independently and we don't have to worry about sharing documents back and forth. Editing is done with the Qvidian addins for Microsoft Word.
Michael from Globoforce
Qvidian in my company is the considered the holy grail. From developing proposals, answering RFPs, stats, security questions, messaging, content development all start with my Qvidian solution. The tool has allowed me to become an integral part of our company's success. Thank you Qvidian!!!
Morgan from Pyramis
I've had a unique experience with Qvidian because I'm an intern at my organization. I learned Qvidian as I learned about the financial services industry and it has been immensely helpful in this respect. The tech support staff were amazing and were able to help me with all of my questions. Would definitely recommend this tool!
Alan from Morneau Shepell
Qvidian Proposal Automation (QPA) is an excellent content repository. It's browser-based cloud library is excellent for organizations who have workforces who occasionally work remotely without direct access to a network drive.
The user-interface is intuitive and it allows for excellent customization in order to be tuned to your specific needs. The organization itself also has an incredible commitment to continuous improvement and their consistent attempts to develop and improve their technology is noticeable and appreciated. The system continues to improve and evolve over time with improvements that are obviously created in direct response to customer feedback.
Lastly, QPA is very good at highlighting for you (almost without even trying) where your processes lack the necessary organization to function...
Objectively, there are two things that every company considering Qvidian should know:
1) Take the implementation slowly. I don't think Qvidian has nailed this process yet. The implementation process ran over a few months when honestly, it probably should have been various components phased in over the course of a year. That's not to say it's overly complicated, it's not. But it will result in a number of process changes for your staff and asking them to adjust to all of those changes simultaneously is something I wouldn't recommend.
2) It's time consuming. This is a bit of a double-edged sword. The honest truth is that managing QPA is a very time-consuming endeavor and if you don't have a dedicated resource, you're likely to struggle with the maintenance of your content. That sounds bad, but really, this fact is true whether you are using QPA or not. Having this system in place helps clarify for you exactly what you are and are not doing, which is actually more of a positive than a negative...but...
With those warnings issued, I must say that I absolutely recommend using Qvidian and QPA. It's a wonderful product that will push your organization forward if you make the commitment to leveraging it's capabilities.
Krista from BlueCross BlueShield of Tennessee
We are using Qvidian Proposal Automation (QPA) software. This program has assisted us with maintaining a library of standard content used in our proposal responses. We are currently updating and expanding our library content and then we plan on digging deeper QPA to use some of the great features for automating additional steps in our proposal process.
Alan from Undisclosed
New and prospective users should consider joining the Qvidian User Community and review the discussions, knowledge base, training, etc. Also, visit the Learning Resources videos, which demonstrate the product at a more practical than typical demos.
Qvidian is very responsive to customer ideas in adding requested features when possible, including some I suggested. The biggest change I'd like at this stage of my association with the product is the provision of simple, license-free (within the enterprise) access to the content database. The current seat license model does not enable casual users' introduction to and exploration of the product.
Our initial business problem was replacement of the Pragmatech RFP Machine content library. We've successfully used Qvidian as a global resource for about three years.
Within the past year, our sales force asked if we also had the capability to support "point-and-click" proposals such as available at other companies. Qvidian enabled us to provide that capability with Proposal Automation.
We're now piloting workflow management capabilities with initial good results.
Please note that this is a review, not an endorsement by myself or my organization.
Kim from Voya Financial, Inc.
I started with a new company in June 2014 and had never used Qvidian. With the help of more experienced co-workers, I quickly learned how easy it was to search and locate responses in our database. I've used other proposal automation software in the past and Qvidian is by far one of the easiest to use.
Carol from Voya
Qvidian is a great work tool for completing plan sponsor requests. I like the ability to create frequently used response into one document. As a manager, I find my team can easily manipulate the tool to provide most up to date responses.
Ryan from Voya Financial
I have been using Qvidian for over a year now and it is essential in performing my day-to-day tasks. We fill out questionnaires for Request for Proposals and without Qvidian populating these questionnaires would take much more time. At times Qvidian can be slow (start to clock) but other than that I find it more and more useful as time goes on.
Kristy from Voya Financial
I find Qvidian to be an effective work-tool. The 'Google' like search engine is a favored feature and having the ability to setup folders within the library allows for ease of viewing and maintaining content. I particularly like the ability to create saved searches based on certain criteria. There are a few features I would like to have a better understanding of such as 'linking content'. I'm hopeful this will be touched upon in more detail at the conference.
David from Fifth Third Bank
I have used Qvidian for almost two years now and couldn't see myself doing my job without it. It's very easy to navigate and download the specific inforamtion I need for proposals, presentation and RFPs. custoemr service has always been prompt and follows-through. Often times it does move a little slow (not sure if thats their servers or ours) which is why I have it rated 4 stars overall.
Keren from Highmark
I joined my department not too long ago and began to get familiar with the content my team had loaded into Qvidian. Having a good portion of the entire group's knowledge at my fingertips has been invaluable. Being able to pre-populate answers immediately saves time and ensures consistency across responses. I have found the search functionality a little quirky, but others on my team have gotten quite good at finding what they're looking for quickly. Qvidian has been a valuable tool for us and will continue to be.
Wendy from Health Care Service Corporation
Qvidian is a great tool for managing all of our content for proposals. We don't use it for producing proposals because we do alot of custom work. I like the feature that allows you to send content to a contact for an update. I also like the fact that there are many ways to do the same thing.
Ed from Fifth Third Bank
I like Qvidian, although there could be improvements on the Ease of Use. Some of the steps aren't always easy to recognize. But the learning curve does seem to get better with each upgrade. I'm usually pretty good with software and figuring out how it works, and sometimes it takes me a while to figure out some of the steps with this. I do think it's a great way to store information, and I love that you can download individual responses or an entire group of responses, depending on how you upload your information.