InsideSales Playbooks vs. Salesforce Sales Engagement

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.

Incentivized

HVS should be well suited for automated email responses and cadences. However, we have been unable to get it to work as we would like it to. The cadence builder is robust, but can be a bit complicated. It's not as easy to set up a cadence, as we would like. The program isn't well suited for mass marketing emails, but more for SDR emails.

Incentivized

• 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.

Incentivized

• Allows you to move to different cadences and cadence steps without refreshing the screen or clicking to a new screen
• Fairly simple to send a one-off email to a single prospect
• Pretty easy to update contact information b/c it's directly integrated with Salesforce

Incentivized

• 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.

• We haven't found anything in High Velocity Sales that we don't like. To reach out to prospects the company may use an all-in-one platform. The ability to organize, call, email, and follow up on leads is a game-changer for sales representatives.

Incentivized

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

Incentivized

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

Incentivized

While I have not used many other automated email CRM integration systems, SalesforceIQ is hands down a crucial part of my daily work flow. I could not picture our company putting up the monthly numbers we are able to allocate without the efficiency and concise notification settings SalesforceIQ gives Everlasting Capital. I highly recommend if you're looking for fast integration results to update numerous departments within your company, to look into SalesforceIQ as it will make your daily tasks substantially easier while keeping all parties more thoroughly notified.

Incentivized

• 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.

Incentivized

• Positive. We close deals faster and don't need to have a long thread of back and forth emails
• We have far valuable insights into if the client opened the email and how many times they've opened their emails
• We can schedule sends so it appears at the top of the customers inbox.

Incentivized