Likelihood to Recommend 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 I've been using People.ai for a bit now, and I've been consistently impressed. I use it to track how my team is doing, how my clients are doing, and how I'm doing. I can create custom dashboards with any metric I want to see. I can set goals, and they'll track my progress towards those goals. I can set up competitions between my team, and they'll tell me who's winning and who's losing. You can share these dashboards with your team, which means that everyone can see how everyone else is doing.
Read full review Pros 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 Their Deal Room presents times when you are multi-threaded, engaged with executives, and have an upcoming meeting scheduled rather than stalking your reps calendar and salesforce activities. They allow you to create areas performance dashboard with custom KPIs you want to measure Read full review Cons 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 People.ai has a robust platform, however, this requires sales reps to log into one more platform and the People.ai platform is not customizable for selecting what can be viewed by users. If People.ai were to make the features in their platform available in Salesforce it would be a huge win for leveraging the data they aggregate. Hoping an API will soon be on the Roadmap Time Spent. People.ai uses some logic to attribute values on the "time spent" on the activities being captured. They did improve their meeting aggregations so that they were not "double counting" time when multiple meetings were booked in the same time slot for a rep. Email time spent still seems to have some errors as the time spent on emails can show in excess of the weekly working hours of the reps. Read full review Usability 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 Alternatives Considered 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 The easiest comparison would be to email automation vendors like a
SalesLoft , Outreach, or
Groove . But People.ai doesn't have a template email send like a sequence or cadence feature you would find with them. It is more of a compliment to the email automation vendors than a competitor in my opinion. We want our SDRs to have the ability run sizable outbound campaigns so they still use Outreach. However, we deactivated the Outreach activity sync and run activity syncing through People.ai. If someone gets added into the email CC, People.ai will grab that person and create them as a contact against the matching Salesforce account. For our Sales reps, we want them to have the ability to track opens, link clicks, and send templated emails so we have them use
Groove . Again, we deactivated the Salesforce sync and use People.ai syncing. This is a great way to automate the pain away from creating Opportunity Contact Roles and create all relevant contacts in Salesforce from CC's on emails to people added last minute on a calendar invite. My favorite part is how it ingests data directly from Google and doesn't allow a Sales Rep to not to sync an activity to Salesforce, it happens automagically
Read full review Return on Investment 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 Time back for the whole team. We don't log calls anymore, we just work. Great insight into who on your team may be wasting time with low-impact customers. This is near impossible to measure without this tool. Marketing data is always current so we email the right people vs relying on my teams (Sales, Marketing, anyone) to be data stewards. Read full review ScreenShots InsideSales Playbooks Screenshots