Playbook AI vs. Revenue Grid

The product is always evolving for the better, and any room for improvement is always appreciated and implemented in speed even if the use case was for a few requirements. It automates emails, LinkedIn and calls. To get all these features on the same platform is a blessing. we are using Playbook AI in our team for more than 3 months and our experience is very good the supportive get from the Playbook team is Awesome!

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If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Add leads to sequences.
• Automation leads import.
• Automatic email.

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• Integration with SF
• Logging call
• Creating new task and events

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• Honestly till now there is nothing to dislike.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Sometimes my plugin gets disconnected from my Gmail. This needs to be fixed.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Super easy to use when it is working properly

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Super easy walk thorough. I believe it was a 1 hours session

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Super easy to setup and maintain

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

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• Increase productivity of our sales team.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It has just made me more proficient.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info