1. Studio Vektor
  2. Interactive eBooks
  3. Demandbase: Sales Intelligence Playbook

Case study · Interactive playbook

Sales Intelligence Playbook, from product brochure to working dashboards

Product playbooks describe dashboards readers can’t touch. The interactive edition of Demandbase’s playbook lets sellers filter people data, set up agents and find warm paths through their connections, then see how much each step could lift their response rate.

Opening screen of the interactive edition: navy title page with chapter contents and a glowing blue spiral
Publisher
Demandbase
Original format
34-page landscape PDF playbook
Edition
5 chapters, working mock-ups, a scorecard
Status
Independent portfolio demonstration

An interactive edition of a playbook Demandbase published. The playbook’s text, figures and works cited are as published; the author reflections, mock-up dashboards, sample contacts, quiz and scorecard were written for this edition by Studio Vektor. Not commissioned by, affiliated with or endorsed by Demandbase. Dashboards are simplified mock-ups with fictional accounts and contacts.

Cover of the original Demandbase playbookInside spread of the original playbook

The starting point: a product playbook for sellers

The playbook explains why volume-based selling has stopped working and how account intelligence, combining first-party data with third-party insights, helps sellers find the right accounts, people and moments. Its second half tours the product’s company data, people data, insights, agents and connections. In print it is 34 widescreen pages, and the dashboards are screenshots.

The brief

Sellers learn tools by using them. The edition had to let readers work the dashboards and see what each feature does for their numbers.

Start with the seller

Open with the challenges reps face and let readers tick their own.

Let readers use the product

Turn screenshots into simplified, working mock-ups with fictional data.

Tie it to outcomes

Connect each feature to response rates, and finish with a personal scorecard.

Who it is for

Account executives, SDRs and the sales leaders who equip them.

Sellers

Filter people data, set up agents and find warm introductions.

Sales leaders

See how fewer, better-targeted attempts raise response rates.

Revenue operations

Understand each data set and the hurdle it was designed to clear.

From PDF to edition, chapter by chapter

The edition keeps the playbook’s five chapters.

ChapterThe playbook’s pointIn the interactive edition
1 · Sales, data and account intelligenceSales is no longer a numbers game; buyers have raised the barA challenges self-check, a response-rate exercise and the new winning formula in three parts
2 · The truth about dataAccount intelligence is never 100% completeAn author reflection and the playbook’s case for honest data
3 · Sales teams, dream no moreOne pane of glass, inside the CRMFlip cards pairing each sales hurdle with the data set designed for it
4 · Company data, people data and insightsKnow the account, find the person, time the outreachWorking mock-ups: company dashboard tabs, people filters, insight signals, agents and connections
5 · ConclusionTraining, office hours and your CSMA five-question quiz and a personal playbook scorecard

What Studio Vektor did

Turned a product tour into something sellers can operate.

Built working mock-ups

Company and people dashboards, insight feeds and agent settings run in the page with fictional accounts and contacts.

Measured the lift

A response-rate exercise shows how much each practice could raise response rates; the playbook calls back to it when Connections, the biggest lift, appears.

Added the author’s voice

Short author reflections, written for this edition, add context such as “anyone promising perfect data is selling something else”.

Scored the reader

A personal playbook scorecard fills in as the reader works through the chapters.

Key interactives

Every chapter has a working part, and the scorecard keeps track.

InteractiveTypeWhat the reader does
Which challenges are you up against?Self-checkTaps every challenge they face today
Response-rate builderCalculatorAdds practices and watches the expected response rate rise
The new winning formulaRevealOpens three ways to change the seller’s experience
What you see is what you getFlip cardsFlips each sales hurdle to see the data set that solves it
Company dataMock-up dashboardSelects each tab of a sample company dashboard
People dataMock-up filtersFilters fictional contacts to find the right person
InsightsSignal feedExplores signals such as intent surges, leadership changes and buying groups
AgentsSettingsChooses standard, team or custom agents and sees fewer, more relevant stories
ConnectionsWarm-path finderFinds a relationship that leads to an introduction
Quiz and scorecardCheckpointAnswers five questions and completes a personal scorecard

Reading experience and accessibility

Thirty-four widescreen pages become one responsive playbook with a chapter rail.

Two tracks

The full playbook or a quick overview of what each feature does.

Listen along

Each chapter can be read aloud using the reader’s device voice.

Reading settings

Text size, themes and bionic emphasis.

Chapter rail

A contents rail shows reading time per chapter and progress through the playbook.

Announced results

Nineteen live regions announce dashboard and quiz results.

Sources kept

The playbook’s works cited are listed at the end with links.

Design system

Demandbase’s deep navy with sky blue, and ember for the moments that matter.

  • Night#0A0A32 Grounds and panels
  • Sky#4CA3FF Actions, selections and data
  • Ember#FF7C33 Highlights and calls to action
  • Mint#5BE38A Positive results
  • Violet#9B7BFF Secondary data

Type

Newsreader for display and Libre Franklin for reading and interface, embedded in the file.

Editorial feel

A serif display face and a contents rail give a product playbook the feel of a magazine.

Mock-ups, labelled

Every dashboard is labelled as a simplified mock-up with fictional data.

How it’s built

Mock-ups are built from data in the page, so new features or fields can be added as the product changes.

AspectApproach
DeliveryOne self-contained HTML file (about 1.8 MB) with its images embedded. No platform, plugin or reader app.
External requestsNone for fonts, which are embedded in the file; only a page-view analytics tag
NarrationThe reader’s device voice through the Web Speech API, with word or sentence tracking
StateAnswers, progress and settings saved in the reader’s browser

PDF vs interactive edition

The PDF shows the product. The edition lets sellers use it.

QuestionOriginal PDFInteractive edition
How do I find the right contact?A screenshot of filtersWorking filters on sample contacts
Which news matters?A description of agentsAgent settings that change the feed
What will this do for my numbers?StatisticsA response-rate builder
Did I take it in?No checkA quiz and a personal scorecard

What we would measure

This edition is an independent demonstration with no audience data, and we don’t report results for it. For a sales-intelligence vendor, readers’ answers describe their sales motion.

Challenges

Which challenges readers tick.

Feature interest

Which mock-ups readers spend time in.

Intent

Scorecards completed and clicks to watch a demo.

Where this approach fits

Product playbooks gain the most when readers can operate the product.

Product tours

Screenshots replaced by working mock-ups.

Sales enablement

Playbooks with exercises and scorecards.

Feature launches

Editions that show each feature’s outcome.

FAQ

Common questions about this edition and projects like it.

Was this edition commissioned by Demandbase?

No. It is an independent portfolio demonstration built from a playbook Demandbase published. The playbook is Demandbase’s; the editorial layer, interactions, design and build are Studio Vektor’s.

Are the dashboards the real product?

No. They are simplified mock-ups with fictional accounts and contacts, built to show what each feature does.

What would an edition like this cost?

Interactive eBooks start from $635, and the Advanced package with one defined quiz or scoring tool and interactive charts starts from $1,170. An edition at this depth, with working mock-ups, a response-rate builder and a scorecard, goes beyond those packages and is quoted on scope after we see your document.

Can it be used for sales training?

Yes. The quiz, scorecard and mock-ups suit onboarding, and a commissioned edition can report completion to your enablement team.

Publishing a product playbook?

Let readers use the product as they read.

Product playbooks and sales-enablement guides work well. Send the PDF and we’ll show you how.

Interactive eBooks from$635Advanced with interactive charts and an assessment from $1,170.

Keep exploring