Playbook AI vs. Hero, by Vivun

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!

Incentivized

There are some major gaps in feature functionality that I would expect for a tool that is supposed to integrate well with SFDC. For instance, notes do not format in SFDC the way they do in Hero, by Vivun. Also, sales notes do not carry over from SFDC to Hero, by Vivun, so I still find myself logging into SFDC to view important info.

Incentivized

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

Incentivized

• Build out checklists for opps
• record product enhancement request
• tie "activities" to opps

Incentivized

• Honestly till now there is nothing to dislike.

Incentivized

• integrate seamlessly with SFDC
• tie notes to a specific activity
• user interface and navigation

Incentivized

• Increase productivity of our sales team.

Incentivized

• Ability to report on sales engineering time spent on an opportunity
• enter product enhancement requests based on customer feedback, which saves time by not having to log into Jira
• selecting activities from our calendars and tie to opps is a big time saver

Incentivized