Veelo Users

Articles

Quick Start
As a user, you are typically a sales rep who shares marketing content and views micro-coaching on how to best sell new company products. You use Veelo from your laptop, phone, CRM and our email integrations.   Key Features Sales Portal: Qu...
Resetting a Forgotten Password
Forgot your Veelo password? No problem. You can reset your password via the Veelo web app. Here are the steps: Go to your  company’s Veelo URL . This URL typically has the following structure: https://yourorganizationname.veeloinc.com. ...
Adding Veelo as a Web Tab in Salesforce
This section shows you how to add the  Veelo Sales Portal as a tab to your  Salesforce Nav Bar in the Lightning and Classic experience. The Veelo Sales Portal tab contains all of the content your company has made available to you in Veel...
Installing Gmail App
With Veelo for Gmail, you can  access  and  share  content using your Gmail account, and track how your prospects and customers interact with it.     Key Features Quickly and easily access your shareable content Ad...
Installing Outlook App
With Veelo for Outlook, you can access and share  content using your Outlook account and track  how your prospects and customers interact with it. Key Features Quickly and easily access your shareable content. Add trackable links&nb...
Using Intelligent Search
Find your content easily with Veelo’s Intelligent Search, whether it’s from your sales portal, CRM, or mobile device. Veelo searches through the title  as well as the full text  of the document. Find exactly what you need...
Personalizing Content with my Files
Share your personalized content  such as proposals, price sheets, and presentations with your prospects by uploading them to the My Files  area in Veelo. Receive instant email and CRM alerts  when recipients open or forward the con...
Rating and Commenting on Content
Leaving comments on a piece of content are a great way to give  feedback  to content managers and your marketing team. You can also leave a  star rating  so they know what's helpful and what's not. For  files , the ...
Using Favorites
Adding Content to Favorites The  Favorites feature allows you to bookmark your frequently-used content in the  Favorites tab, so you can quickly and easily access your go-to pieces. Click on the  heart icon to add to your  ...
Content Recommendations Explained
Veelo automatically suggests the most relevant content  for your sales conversation. The recommendations, which serve up materials such as videos, coaching plays, case studies, whitepapers, and playbook modules, are based on deal information i...
Sharing Content
With Veelo, you can share  approved content with your prospects and customers, then track their engagement  for better follow up.    Key Features Share content through Gmail , Outlook , or Veelo  Receive email an...
Tracking Content Engagement
Veelo allows you to better qualify interest  and manage follow-up  with tracking on your Seller Dashboard.  Here, you will see a summary of the content you share with prospects and customers over time, as well as see detailed level...
Using Veelo Mobile App
The Veelo mobile app makes it easy for you to access your content and training  on-the-go , even when there’s  no Internet  connection available. This article covers how to download and install the app on your iPhone or Android ...
Completing a To-Do
A To-Do is an item (e.g, new product launch information, sales kit, micro-training) your manager wants you to view or complete because they think it is important for you to know in order to do your job well.  Key Features Includes ...
Tracking your Training Assignments and Progress
You can track and manage all the To-Do's assigned to you using the To-Do Skill Center .  Key Features Snapshot  of the number of To-Do’s you’ve been assigned over time, including Overdue , Active  and Completed...
Recording and Submitting your Video Coaching
Veelo's Video Coaching tool lets you practice sales dialog and up-level your skills with manager review and feedback.  Here’s how you record, submit  and review the feedback  for your video with the Video Coaching feat...
Enable Adobe Flashplayer for Video Coaching
This article will get you up and running with the Adobe Flash Player so you can record video in Veelo. For general instructions on Video Coaching, see Completing a Video Coaching To-Do . There are two basic parts to the instructions: Installing Fla...