Likelihood to Recommend It is recommended for any company; it is a comprehensive tool for teams interested in strengthening business management and improving efficiency. It allows you to automatically schedule support with customers, thus saving a lot of time. Large companies can establish a chat and communication between potential customers, answering their questions quickly; allow you to monitor and track your leads and new leads, to make it fully functional, it has a very affordable value so that it can be used in all companies, it will not affect their economic aspects.
Read full review It is well suited for any sales department, to try to get ahold of the person you are trying to get ahold of. Playbooks has increased the number of decision makers that I can get ahold of on a day to day basis. This tool would probably be less suited for people that do not have calls to make outside of the company.
Read full review Pros Easy to implement - we were up on our site in hours. Increases the volume and quality of buyer conversations - visitors get to value faster and qualify themselves by chatting in. Surfaces relevant experiences and content to people faster based on targeted use cases. Brings your brand to the prospect experience to stand out in the market. For example, our mascot Ollie Llama welcoming visitors on the homepage with funny llama. Read full review Playbooks does a great job of letting reps know when phone numbers are not a working number. Playbooks does a great job being able to be tailored to your specific organization or business. Playbooks does a great job of having a very friendly user experience. Read full review Cons Whenever there have been challenges with the product, the team has always been hungry to fix the issues that we raise. In-platform reporting on conversion metrics can be improved. For example, it's not possible to report on business vs non business email capture rate (currently reported by our CSM every week), and to get the most detail about meetings that have been booked, you have to export data and review in Sheets/Excel. Drift responds quickly, and they're already working on this... so by the time you read this review, the reports will probably be fully functional in the platform. Adrian Cohn Director of Brand Strategy and Communications
Read full review The ability to filter specific plays or pieces of information so that it's more user-friendly for the overall organization. Essentially, more room to customize the organization of accounts and how you're working them. The initial onboarding process of accounts results in high levels of tasks - the ability to break these down in an easier way to help with time management would be helpful. Britni Berg Divisional Sales Manager - Groupon OnBoarding, Business Development
Read full review Usability The customer-facing usability is great, but managing drift from the back end can be challenging at times. This is mainly due to slow loading speeds when it comes to editing or viewing routing. Coupling this with no autosave function, changes are hard to make and can easily be lost.
Read full review It only took a day to get comfortable with Playbooks. The ease of use and overall usability is fantastic in the sense that it's pretty straightforward once you get enough repetitions in the tool. I also like all of the videos and resources available if support is needed
Read full review Support Rating The Drift team has been remarkably responsive to me. From support reps available in-app, to my account manager committed to my long-term success, to regular connections and interactions with their leadership team. They have been wholeheartedly committed to answering every question and solving every issue so that we can succeed as a team, and I can succeed as a marketer!
Read full review Alternatives Considered I have used a few different chat platforms, the most popular one being Intercom. They both have some similarities in functionalities and features. I have had more success with Drift and the calendar link/automation. I love the fact that a prospect can easily find my calendar link and book a demo without needing to speak with me.
Read full review The Insidesales Playbooks is by far more intuitive and organized than other programs I have used in the past. Unfortunately I have not had experience with other products that are available out there. I would hope we will see more improvements from the ISDC tool as we all use it more and provide feedback
Read full review Return on Investment Save time by allowing your inbound audience to access what they want immediately through Drift bots. Reducing friction you will increase your inbound audience engagement traffic. With Drift, our company has increased our qualified sales meetings booked more than 3x than when we used forms. Read full review 100's of hours back in our week due to Salesforce Integration! We have more clients answering the phone due to creative caller ID solutions. We can standardize our messaging by partnering with Marketing to help build plays and auto-enroll certain contacts based on messaging. Read full review ScreenShots InsideSales Playbooks Screenshots