Qvidian Sales Execution Platform


 

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.

 

Qvidian Sales Execution Platform - Content automation
 
  • Qvidian Sales Execution Platform - Content automation
    Content automation
  • Qvidian Sales Execution Platform - Content creation
    Content creation
  • Qvidian Sales Execution Platform - Content library
    Content library
  • Qvidian Sales Execution Platform - CRM integration
    CRM integration
  • Qvidian Sales Execution Platform - Mobile
    Mobile
  • Qvidian Sales Execution Platform - Opportunity data
    Opportunity data
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8

30 Reviews of Qvidian Sales Execution Platform

 

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Software Advice Reviews (1)
More Reviews (29)

Showing 1-1 of 1

Kym from Splunk
Specialty: Software / IT

June 2015

June 2015

Qvidian Playbooks help increase rep productivity

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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!

Likes Least

It took us a while to master the rules but nothing that would prevent me from purchasing again.

Recommendations

Talk to other users as there are many ways to implement.

 
 
 
Showing 1-20 of 29

Laura from Travel Leaders Corporate

July 2017

July 2017

Qvidian Helps to Streamline RFPs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
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Quality
Value for Money
Value
Support

Streamlines the RFP process.

Pros

I love the search functionality! I just highlight keywords in the RFP, hit the Qvidian search button and it brings up matching responses.

Cons

It's not compatible with Excel yet although I believe that upgrade is coming. I need to save the questions to Word and convert the finished Excel document to Word to upload into the database.

Source: Capterra
 

Jennifer from Veyo

October 2016

October 2016

Great rfp management product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Functionality
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Quality
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Support

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.

Source: Capterra
 

ESM from Genesys
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

August 2016

August 2016

Qvidian, is easy to use. It is very intuitive. The new library is much better than the classic lib

Ease-of-use

Functionality

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Value for Money

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Qvidian, is easy to use. It is very intuitive. The new library is much better than the classic library

Cons

It is not possible to recover deleted content. To do so you need to go thru support and request it.

Source: Capterra
 

Simeon from N/A

July 2016

July 2016

Qvidian - Great Content Management Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

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

Pros

- excellent content management system
- great customer service
- ease of use

Cons

none that i can think of so far

Advice to Others

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.

Source: Capterra
 

ESM from Genesys
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

June 2016

June 2016

Good to help answer the RFPs quicker

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Source: Capterra
 

Giselle from Harte Hanks

April 2016

April 2016

Great program for RFPs

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Barry from Fifth Third Bank

October 2015

October 2015

Class of it's own - Qvidian is the premier content management system and proposal automation tool!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Nancy from West Corp

September 2015

September 2015

Qvidian is an excellent tool for proposal management and organization

Ease-of-use

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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.

Source: Capterra
 

Michael from Globoforce

August 2015

August 2015

More than a RFP Tool

Ease-of-use

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Customer Support

Ease-of-use
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Support

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!!!

Source: Capterra
 

Morgan from Pyramis

July 2015

July 2015

Great tool that has improved efficiency!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
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Support

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!

Source: Capterra
 

Alan from Morneau Shepell

July 2015

July 2015

Excellent product. Requires a commitment.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
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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.

Source: Capterra
 

Krista from BlueCross BlueShield of Tennessee

July 2015

July 2015

Great for maintaining proposal content

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Alan from Undisclosed

May 2015

May 2015

Qvidian delivers on all my requirements

Ease-of-use

Product Quality

Customer Support

Ease-of-use
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Support

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.

Source: Capterra
 

Kim from Voya Financial, Inc.

February 2015

February 2015

Easy to use

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Carol from Voya

February 2015

February 2015

Effective resource

Ease-of-use

Product Quality

Customer Support

Ease-of-use
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Support

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.

Source: Capterra
 

Ryan from Voya Financial

February 2015

February 2015

Qvidian Database Review

Ease-of-use

Product Quality

Customer Support

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Support

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.

Source: Capterra
 

Kristy from Voya Financial

February 2015

February 2015

Effective Work-Tool

Ease-of-use

Product Quality

Customer Support

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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.

Source: Capterra
 

David from Fifth Third Bank

February 2015

February 2015

Great Sales Automation Tool

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Keren from Highmark

February 2015

February 2015

First Time User Finds Go-To Resource

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
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Support

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.

Source: Capterra
 

Wendy from Health Care Service Corporation

February 2015

February 2015

Great tool for managing proposal content

Ease-of-use

Product Quality

Customer Support

Ease-of-use
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Support

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.

Source: Capterra
 
 
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