InsideSales Playbooks vs. Salesforce Mobile

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

Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop. However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole

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

• The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe.
• The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information.
• The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks.

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.

• Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for.
• This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation.

Incentivized

We have to have it !! We love the product and most of us use it everyday - many times daily !!

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

Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.

Incentivized

I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.

Incentivized

It went great - need more discovery next time

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

I have used HubSpot and Copper CRM at previous companies but both of them are fundamental CRMs. Salesforce can truly be implemented to meet your unique business attributes and can scale as your company grows. It's no wonder it's the #1 CRM in the world. Plus with 100s of integrations to other apps, Salesforce can achieve a lot more than just managing sales.

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

• Reduces the amount of times i need to get in the computer during weekends (to check stuff)
• Reduces the heaviness of my bag when im doing field sales
• no negatives, if it had i would just do it in the computer

Incentivized