Module | Feature Group | Feature | Access | Description | Applicable Roles |
EXECUTE
| Playbook Management
| Playbooks | Execute > Playbooks | A new playbooks page has been added, with options to:
| System Admins |
Create Playbooks | Execute > Playbooks > Create a Playbook | System Admins will be able to create and configure step-by-step opportunity playbooks, full of discovery guidance. Add stages to playbooks Pull in pre-defined discovery templates to match stages (Categories, Subcategories, Questions, etc) Make customizations as needed (add, remove, or change items)
| System Admins |
Manage Playbooks | Execute > Playbooks | The Playbooks can be managed
| System Admins |
EXECUTE
| Account Management
| Create Accounts | Execute > New Account |
Accounts help you keep track of details about the organizations you transact with (prospects) or have sold to (customers). You can now create accounts directly in Skillibrium.
When creating accounts, you can Follow the account creation wizard Add account details like name, industry, website, company size.
| All users |
Manage Accounts | Execute > Accounts | When managing accounts, you can
| All users |
EXECUTE
| Opportunity Management | Create Opportunities
| Execute > New opportunity |
Opportunities allow you to track details about deals (such as amount, sales stage, etc) for specific accounts. Sales professionals can create opportunities directly in Skillibrium.
When creating accounts, you can Follow the opportunity creation wizard Add opportunity details like name, size, close date and amount Apply a playbook (or guided workflow) on top of the opportunity Add collaborators
| All users |
View Opportunities | Execute > Opportunities | When viewing opportunities, users can See the opportunity list view Filter and search for opportunities Take actions (such as delete) Edit Opportunity Details
| All users |
View Opportunities | Execute > Opportunities > Dashboard | For a single opportunity, users can
| All users |
Manage Opportunities | Execute > Opportunity > Sales Process | Sales teams can centralize their discovery notes all in one place in a clean, easy-to-use customer-ready format. From the sales process menu,
| All users |
Manage Opportunities | Execute > Opportunity > Content | Sales professionals will be able to upload documents, meeting notes, zoom calls, PDFs, etc. that the AI will ingest and process. Once processed, the system will automatically suggest answers to the questions that the users can accept or decline and then adapt accordingly, dramatically reducing the amount of manual work required. Users can now Load content specific to an opportunity and have that content indexed by the AI Have videos automatically transcribed Attribute Speakers to Videos See AI Suggestions based on the content loaded Approve AI suggestions.
| All users |
Manage Opportunities | Execute > Opportunity > Client Book | Client Books help you empower your prospects and customers by showcasing the answers in a PDF format. Create dynamic and more personalized, interactive buyer and customer experiences. Users can: Pull answers into an organized PDF Preview and export the playbook Hide sections that have no responses or should not be part of the preview and export
| All users |
EXECUTE
| CRM Integration | Integration with Salesforce.com | SFDC Account and Opportunity Information | When a successful connection is made between Skillibrium and SFDC, end users logged into their Skillibrium environment will be able to view all Accounts data and Opportunity records as seen in the integrated CRM. All accounts data and Opportunity records will be synced on schedule.
| All users |
SYSTEM | Company details | Update Company Details | User Profile Menu > Company Settings > Company Details - Information | Under the company details tab, admins can upload company logos, update company information such as address and contact information. | System admins |
SYSTEM | Integrations | Establish connection with existing tools and workflows | Company Settings > Integrations | The integrations tab allows users to configure a CRM - SFDC integration or HRIS integration with Skillibrium environment. For now, users will be able to integrate the Salesforce CRM with Skillibrium environment using their Salesforce credentials or Salesforce Security Token and Organization ID.
| All Users |
System | Invite a member | Invite a new member | Profile Menu > Invite a New Member | Admins can invite a new member directly via a popup window from the user profile menu drop down.
| System admins |