InsideSales Playbooks vs. LinkPoint Connect

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

LinkPoint is well suited to any situation where Outlook is used for email correspondence and calendar items and there is need to have a record of those items and/or perform connected actions (schedule tasks, follow up reminders, etc.) in Salesforce. Automating this process and removing as much duplication of work as possible is the primary goal and the primary benefit that LinkPoint provides. In addition to efficiency, automating the process also provides a pretty substantial increase in accuracy, removing ca. 50% of the chance for human error. It's pretty simple functionality in concept, but extremely valuable in execution.

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

• Adding emails is a breeze.
• Creating contacts/leads from outlook is as simple as highlight, drag and drop.
• Additional customization to allow you to bring in associates custom objects.

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.

• The plug-in for Outlook needs to be reset every couple of months.
• It does not tag e-mails sent from mobile devices (or we haven't figured out how to do that yet).

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

Never had to use the support team, which probably means the product works well!

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

Prior to our move to LinkPoint, we used the Salesforce add-in for Outlook. This required manual syncing of email and calendar items and no easy to use interface between the two programs. It was very cumbersome for me to use, to the point where I quit using it altogether some time ago. I found it far less frustrating to just switch back and forth between Outlook and Salesforce and manually perform the requisite actions, create tasks or other items, enter the required data, etc.

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

• Activity history tracking. Our users send most of their emails from outlook.
• Contact and lead creation.
• Visibility of all associated records.

Incentivized