InsideSales Playbooks (formerly XANT Playbooks) aims to help SDRs and AEs quickly build closeable pipeline, by helping salespeople get a hold of more of the right people. InsideSales.com uses their A.I.-platform called Neuralytics to target likely buyers combined with their cadence engine to help sales reps consistently engage all of their prospects in a personalized way. Just like Waze from Google helps drivers get to their destination quickly based on the data from other drivers,…
N/A
Outreach
Score 8.3 out of 10
N/A
Outreach is a sales execution platform that helps market-facing teams create and predictably close more pipeline. From prospecting to deal management to forecasting, Outreach leverages automation and artificial intelligence to help revenue leaders increase the efficiency and effectiveness of go-to-market activities and personnel across the revenue cycle. Outreach offers sales engagement, revenue intelligence, and revenue operations functionalities in a unified platform. The software…
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.
Both are suitable for a strategy that targets a large number of accounts simultaneously using sequences. However, it is also ideal for a more sniper-like approach, which requires additional manual steps. It allows us to work with a process or system, which helps us drive higher numbers. It is also very easy for newly onboarded employees to master the tool. In general, a must-have tool.
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.
When sequencing, I need to mark multiple leads, and using the search bar, it will uncheck all the leads that were previously checked.
Calls drop constantly.
Syncing contacts and leads with SF is challenging. The buttons to synchronize with CRM are available when searching for a contact or lead, but you cannot sync it when viewing the lead or contact itself.
It's a strong tool that helps our sales development team manage a large number of qualified leads. The sequence framework ensures that every lead receives enough contact attempts that we have confidence that we're not abandoning our prospecting too early without the overhead of managing those activities manually.
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
Being in a role that required me to do a lot of prospecting, I spent more time in Outreach than any other platform. It had everything within that I needed to be successful in my role. It was extremely customizable and easy to learn. There were occasional bugs, but nothing that kept me from doing my job.
In our years as Outreach customers, I can count the number of outages we've experienced on one hand. Generally, outages have been very brief and have not completely frozen our access to the platform. Scheduled maintenance is always proactive communicated and the hours never interfere with standard business hours or scheduled sequences.
Outreach's performance overall is very high quality. Pages load right away. Occasionally it might take a minute to generate a report, but not any slower than in other platforms I've used. Outreach is integrated into many of our other tools and seems to be a very clean integration. Everything runs very quickly.
There is almost zero customer support. What they do offer is a live chat feature which is active during "normal" business hours which is nice for instant inquiries if someone is available. However, you do not have a dedicated representative to address questions or concerns and their billing process is confusing and messy without any support.
We were trained in person and it was very easy to understand. And if we missed any pointers there was more training given to us. So i always like this tool. The drafts were also prepared for us to sync outreach with our devices so it was straightforward. Highly recommend
Lots of attention from the Outreach training team, with a great willingness to customize to our needs. To be clear, you get out what you put in. If you don't work with them, you'll get cookie-cutter training. But we asked for a lot of customization, and they delivered what we asked for.
I expected more assistance in connecting Outreach with Salesforce. We have a basic connection, but many fields were left without a sync. We can apparently sync data without adding the app into Salesforce, but believe we could get more functionality with a better integration. The basics of setting up our sequences and using Outreac to run them was was fine.
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
Outreach does a great job being a one-stop-shop for all of your tools in one platform to help your SDR's and AE build pipelines and simplifying the process of nurturing/maintain communication with your contacts. You won't need to use other sales enablement tools with outreach. You'll be able to build sequences using 3 different channels of LinkedIn, emailing, and calls in one platform. You'll also be able to view overall insights of what sequences are performing well, how they are successful.
It is scalable to many businesses, but I think Orum if frequently better for scalability in terms of number of prospect calls and making more calls. I think every sales team should have Outreach and I cannot imagine using only Orum because I think Outreach is better as an organizing tool, but I also can't imagine using only Outreach without Orum given the amount of calls I have to make in a day
It's helped me speed up my ability to reach out to customers. I like bulk composing but would be even better if Outreach was able to recommend (daily/weekly/etc.) who we should reach out to based on intent/other metrics.
I will say outreach has improved our ability to book more meetings simply because it enables volume activities.
