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Playbooks by InsideSales.com is a valuable tool used by various departments and organizations to streamline sales processes, enhance …
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What is InsideSales Playbooks?
InsideSales Playbooks (formerly XANT Playbooks) aims to help SDRs and AEs quickly build closeable pipeline, by helping salespeople get a hold of more of the right people. InsideSales.com uses their A.I.-platform called Neuralytics to target likely buyers combined with their…
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What is InsideSales Playbooks?
InsideSales Playbooks (formerly XANT Playbooks) aims to help SDRs and AEs quickly build closeable pipeline, by helping salespeople get a hold of more of the right people. InsideSales.com uses their A.I.-platform called Neuralytics to target likely buyers combined with their cadence engine to…
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What is InsideSales Playbooks?
InsideSales Playbooks (formerly XANT Playbooks) aims to help SDRs and AEs quickly build closeable pipeline, by helping salespeople get a hold of more of the right people. InsideSales.com uses their A.I.-platform called Neuralytics to target likely buyers combined with their cadence engine to help sales reps consistently engage all of their prospects in a personalized way.
Just like Waze from Google helps drivers get to their destination quickly based on the data from other drivers, Neuralytics uses the collective knowledge of the Insidesales.com user base to help build the sales pipeline quickly. For example, Neuralytics can reveal phone number or email address for a prospect is best, or the best time to call or email, based on the experience of others. Predictive Playbooks uses Neuralytics to gives sales reps an edge over their competition.
The Cadence engine works for small or large teams, global teams, and international calls. The product also conveniently syncs all activity data back to your CRM. Since sales reps only spend 18% of their time in CRM, it also works outside a CRM, wherever salespeople work.
InsideSales is an Aurea company, since the August 2021 acquisition.
InsideSales Playbooks Features
- Supported: LocalPresence
- Supported: Email Tracking
- Supported: Email Templates
- Supported: Browser Extension
- Supported: CRM Sync
- Supported: Rep Dashboard
- Supported: Reports
- Supported: VoicemailDrop
- Supported: Appointment Scheduling
InsideSales Playbooks Screenshots
InsideSales Playbooks Integrations
- LinkedIn Sales Navigator
- Owler
- Microsoft Dynamics 365
- Salesforce
- MS Outlook
InsideSales Playbooks Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | Global, North America, South America, Europe, Asia |
| Supported Languages | English |
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- Business Problems Solved
Playbooks by InsideSales.com is a valuable tool used by various departments and organizations to streamline sales processes, enhance productivity, and improve overall performance. Users have found that Playbooks effectively addresses issues of reps not reaching out to accounts for extended periods, providing a game-changing experience. Its powerful features allow users to track cadence, manage accounts in the pipeline, and see exactly which accounts to call or email each day, resulting in improved efficiency and higher conversation rates. With Playbooks, sales reps can focus on prospects and use their time efficiently as it automatically researches who to contact and provides next steps for effective outreach. Additionally, the software integrates seamlessly with CRM systems, email marketing platforms, and other tools such as Salesforce, Gmail, Yesware, making it a comprehensive solution for managing prospecting activities and organizing contact with prospects. By automating tasks and providing clear visibility into activities within Salesforce.com, Playbooks enhances time management, increases dials and sales, and overall improves productivity. Moreover, Playbooks is highly regarded for its ability to simplify outbound prospecting, streamline communication channels like calls, voicemails, emails into a cadence timeline, and provide relevant information about customers. It has been successfully implemented across sales teams in various industries including commercial, public sector, and inbound sales departments at organizations like Groupon and Granicus. Users appreciate that Playbooks eliminates busy work while keeping everyone on track and more organized throughout the sales process. Overall, users highly recommend Playbooks for its ability to increase productivity, manage time efficiently automate tasks effectively provide valuable insights into prospect activities.
In summary:
- Streamline Sales Processes: Playbooks allows users to track cadence and manage accounts in the pipeline effectively.
- Improved Efficiency: Users can see exactly which accounts to contact each day for improved productivity.
- Enhanced Outreach: Playbooks addresses issues of reps not reaching out to accounts for extended periods by creating next steps on when and how to reach out to merchants, resulting in higher conversation rates.
- Time-Saving Automation: The software automatically researches who to contact, saving time and serving as an efficiency tool.
- Seamless Integration: Playbooks integrates with CRM systems, email marketing platforms, and tools like Salesforce, Gmail, Yesware to streamline prospecting and improve overall productivity.
- Simplified Outbound Prospecting: Users find Playbooks helpful in outbound prospecting, validating email addresses, and responding to inbound inquiries. It streamlines communication channels like calls, voicemails, emails into a cadence timeline.
- Valuable Insights: Playbooks provides valuable information about customers, helping users stay informed and make data-driven decisions.
- Increased Sales: Users have seen improvements in their sales process and efficiency after implementing Playbooks, resulting in a spike in key performance indicators and increased pipeline opportunities.
- Comprehensive Contact Management: Playbooks helps users establish a comprehensive contact cadence when engaging new prospects, ensuring that accounts are not lost and tasks are not forgotten.
- Improved Organization: It keeps everyone on track, more organized, and helps manage cadence effectively. Users appreciate that it simplifies the contact process and helps manage prospective customers efficiently.
- Enhanced Record-Keeping: Playbooks logs calls, emails, and activities with prospects, allowing users to keep track of their outreach efforts and maintain a clear view of activities within Salesforce.com.
- Productivity Boost: The software is highly regarded for its ability to increase productivity, save time, and provide relevant information about customers. It helps users focus on sales rather than administrative tasks.
- Targeted Outreach: Playbooks is being tested as a targeted outreach marketing solution for multi-touch emails and calls to reach both new and existing opportunities.
- Streamlined Prospecting: Users leverage Playbooks to automate tasks in calls and email marketing, saving time and integrating with Salesforce for seamless data entry. The dialing platform within Playbooks allows users to start activities directly from Salesforce and receive notifications of client activity.
In conclusion, Playbooks by InsideSales.com is a powerful tool that revolutionizes sales processes by addressing issues of communication gaps, improving efficiency, enhancing organization, increasing productivity, providing valuable insights, and streamlining prospecting efforts. Users across various industries have experienced significant improvements in their sales outcomes after implementing Playbooks. The software integrates seamlessly with other tools such as CRM systems and email platforms to provide a comprehensive solution for managing prospecting activities effectively.
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(101-125 of 127)Companies can't remove reviews or game the system. Here's why
April 11, 2018
Insidesales.com Review
Insidesales.com is used to lay out a specific contact plan that has been put together by a group of analysts. It provides what's called a "cadence" which is a 12-16 step contact strategy over the course of about two weeks. All departments, to my knowledge, are transferring to Insidesales.com. A problem it addresses could be that it allows a simplified process to manage the way you contact your prospective.
- Email templates are a great way to get a message out quickly.
- Call scripts are convenient if you dont like to "freestyle" your calls.
- Pre-recorded voicemails are great if you typically leave the same general VM. Record then leave a full voicemail at the click of a button. Huge time saver.
- Has errors every now and again such as a continuous loading screen or some leads showing up as DNC when thats not entirely true.
- There's something called a "Neural score" Which will tell you how likely a lead is to answer. This is inaccurate due to gatekeepers. they can answer but you will get the same answer from them each time. (Not in at the moment. Send an email. etc.) provides false hope.
- If there is not an Email associated, you will have to physically skip the step. This is a small inconvenience but the time it takes to work around this issue adds up. Playbooks should just know that there is no Email and auto-skip the step and allow to input an Email when you can.
March 13, 2018
IIIIIIIT's Great!
Cisco is rolling InsideSales out to the entire company. Worldwide we are using it as a prospecting tool to help us connect to whitespace accounts that may not be getting the focus they deserve. This tool establishes a cadence for us to follow so we can reach out to the accounts that we normally wouldn't touch because of other responsibilities. It brings back the focus to all of our accounts, not just the ones that bring in 80% of our business.
- It provides us with a process that we can follow to connect to more to customers.
- I have been able to get better responses from the customer by using a play I created in the InsideSales tool.
- I would like to be able to see what plays a contact has been enrolled into.
- I would like to see a dashboard for all plays that I could click on and see who has been enrolled into a play, and what the result was.
March 13, 2018
Predictive Playbooks Review
We in the business development side of our organization utilize Predictive Playbooks to reach our customers and prospects. The business problems solved by Playbooks help us to call, record and maintain our customer/prospect accounts. The Playbook tool allows us to plan and schedule our weeks of calling. The organization is the biggest piece.
- Organization
- Prospect connection
- Sales Increase
- Update errors.
- Login issues.
March 01, 2018
Simply honest review
Score 10 out of 10
Vetted Review
Verified User
I use InsideSales.com to enroll leads, and follow its cadence and order to reach our prospects.
- Easy to reschedule calls, this is important because it helps save time.
- Allows you to skip someone and come back to them later, love this because I'm not forced to call someone I know won't answer at a particular time.
- The CRM has to be connected manually everyday to link with Salesforce in order for it to load new prospects information automatically.
- We cannot choose a specific time when we reschedule a call for another day.
February 27, 2018
InsideSales.com for 100+ users
InsideSales.com is being used in our virtual sales organization in the Americas. Our main goal is to give selling time back to sellers by reducing time spent on data logging, customer research and activity management through the opportunity lifecycle. Our sellers have hundreds, if not thousands of accounts, and InsideSales.com gives our sellers the confidence to move from step to step with an opportunity and being prompted along the way when it is time for the next action. Knowing their plan of action is being managed in the tool frees sellers up to move onto the next task immediately. The number of tasks completed and the increase in talk-time are noticeably higher after implementing InsideSales.com Playbooks.
- Creating Plays that are able to be used by entire teams or all of an operation. Teams, and even individual reps, can create a Play that makes sense for their territory's sales cycle
- The alerts that show sellers when one of their emails has been opened/read by a customer, so the seller can connect in real-time
- Connecting with Linkedin Sales Navigator for Insights provides outstanding visibility into a contact, without having to leave SF.com
- Local presence dialing
- Pre-recorded voicemails allow sellers to move to the next call faster
- The occasional update can log sellers out and cause a bit of confusion of how to get back in (which has been addressed for us with SSO)
- The communication and logging of certain fields in SF.com has a few hurdles, but is able to be addressed manually
- We have struggled getting the gamification dashboards to work with our internal TV broadcast system
February 23, 2018
Awesome tool to leverage
At Granicus, we use InsideSales.com Predictive Playbooks throughout our department to log our calls/emails/activities with prospects. We leverage this platform to be more efficient and organized in our outreach. We have been able to significantly increase our outreach efforts and keep track of our activities in a productive way. In addition, there are constant updates that keep improving this invaluable tool.
- The support team can easily be reached and quickly addresses any bugs/issues we experience.
- The notification of overdue tasks is a lifesaver. I love being able to see what I missed the day before as it can often change my outreach strategy.
- The call logging functionality is unmatched. I can disposition a call and have it logged into our CRM as opposed to taking the time to manually log calls to prospects that are not in a play.
- The "reply to" function is a bit finicky and I wish it was more accurate.
- I would like the option of sending an email to a prospect that is not currently in a play.
February 23, 2018
Playbooks Positive Review
Currently we use InsideSales.com Predictive Playbooks to reach out to leads and contacts. Since implementing this software it has given us the ability to cast a wide net to our potential customers to create opportunities. It also provides an up to date tracking system that lets us prioritize phone call and emails. I have found my productivity increase immensely with using Predictive Playbooks, and would strongly recommend the software to other sales companies who use CRM.
- They show you which contacts have opened your emails.
- You can create "plays" based on strategies you've found to best create meetings.
- Their support team is always able to help if I have a specific question.
- Sometimes the calling doesn't work and you have to remove the application from Chrome.
- You cannot click to call to people with numbers that aren't in the US or Canada.
- Playbooks doesn't always save a contact from CRM to their system.
February 23, 2018
Taking Sales to the Next Level
Score 9 out of 10
Vetted Review
Verified User
We currently use InsideSales.com Playbooks because of the ability to easily build out manageable sales cadences. It has been very effective for our inside sales organization. The plays have helped increase total touch points for a prospect from 3.5 to 8 in a short time. This has resulted in higher close rates!
- Makes customer follow up a breeze with the sales cadence structure!
- Click to Call
- Seamless integration with Salesforce
- Customer Support
- Transparency with software updates
- Sometimes the calls drop
- Implementation length
February 22, 2018
Inside Sales Review
I am part of a Sales Development team for T-Mobile Business to Business Sales. We use Inside Sales Playbooks to organize our workflow. The application tells us which prospects we have to contact, how, and when. It eliminates all of the guess work to the team's sales approach. We are able to pre-load email templates and pre-recorded voicemail to reach our prospects more efficiently.
- The team is very good at responding to user feedback.
- The application does a very good job organizing data.
- The application is very user friendly.
- Their application has a tendency to have various glitches that change from time to time.
- There is a do not call list in the application that does not correspond to Salesforce.
- Occasionally there is a lag in the process of adding new leads to the application.
- You cannot reschedule a step in your cadence for a specific time of day.
February 22, 2018
The inside scoop on InsideSales
We use it to track sales plays involving mid market businesses along with tracking metrics. It is used by other departments for sales tracking as well.
- It tracks plays really well and allows user to pause plays as needed so that when lead is, say, on vacation, you do not waste plays and can resume when lead returns.
- Allows you to seem like a local caller to the lead instead of someone from out of state.
- Has the ability to have a set of voice mails and emails set to send to customer, but also gives you the ability to send a personal message to them.
- While it works with LinkedIn I do wish that the feature would perform a better search or at least give all results if it has conflicting results.
February 22, 2018
Playbooks is great and only getting better
Score 9 out of 10
Vetted Review
Verified User
Our Business Development department uses Predictive Playbooks to move marketing leads into the sales pipeline. We put prospects into plays that we make ourselves depending on what campaign we are running and use Playbooks to track 20-100 different contacts at a time. The most valuable aspect is the automation of creating next steps instead of having to manage each contact individually.
- Organizes cold contact into touch plans
- Allows you to take notes on each individual contact
- Integrates with Salesforce
- Reducing bugs and downtime of certain features
- Improving the time for a page to load on Salesforce
- Making notes on a given prospect searchable by keyword
February 22, 2018
Keep on top of your calls
A few departments use ISDC and we find it helps us maximize our call volume and stay on track with important tasks and calls each day.
- Sends automated emails
- Connects pre-recorded voicemails
- Keeps track of each step I am on and which campaigns I am working on
- Helps me reach more people each day
- Wish it would push past due calls when you get back from vacation instead of waiting for all the current calls
February 22, 2018
Playbooks is great!
Score 9 out of 10
Vetted Review
Verified User
My entire team uses playbooks to keep track of calls and emails to prospects daily.
- I like that Playbooks keeps track of my daily calls/emails.
- I can set the amount of times I reach out to people along with the number of days between every message/call.
- Playbooks is quite user-friendly.
- I don't like that I can't simply hang up if I hit dial and it is connected to a phone at another location.
February 22, 2018
Honest view from a user
Score 8 out of 10
Vetted Review
Verified User
We use it for the plays to help us keep track of calls and emails.
- Organize Calls
- Organize Emails
- Reminders for future tasks
- Flexibility on Plays
- Easier sync options to Salesforce
February 22, 2018
The Art of Playbooks
We use Playbooks for better time management and call analytics. Playbooks streamlines the call, VM, emails, and social media into a cadence timeline.
- Time Management.
- Call, Voicemail, Email, and Social Media templates to use or modify.
- Easy user interface.
- N/A
February 22, 2018
Want to increase your sales goals!
Score 9 out of 10
Vetted Review
Verified User
Here at Sage, our sales team has been using InsideSales.com for about 6 months. In this time, they have custom built a version of their solution that meets our specified requirements. This has helped our team work new prospects at a rate that was unheard of prior to using the application. InsideSales.com is a valuable tool that any sales person can benefit from.
- The ability to record voicemails once and leave them to various contacts. We work with a wide variety of solutions so not having to leave custom voicemails every call is a huge time saver.
- Having the ability to sort leads based on time zones reduces contacting people who might not be in the office yet.
- At this time, the solution is exactly where I would like it to be.
February 22, 2018
ISDC.COM Accelerate your pipeline
InsideSales has helped me accelerate my prospecting efforts. With the scheduled follow up and plays I am able to contact prospects at a faster and more effective rate.
- Prospecting plays
- Effective insights into companies
- Scheduled follow up
- Maximize touch points to customers
- Opportunity engagement
- Customizing where the call notes are kept
- Some delays with calling at times
February 22, 2018
A game change for sales task automation!
The solution is used for sales task automation and sales task tracking/reporting. It is only being used by the sales team. Prior to using Inside Sales, there was no sales task automation beyond our Salesforce CRM tool.
- Power Dialer - You can increase daily sales prospecting outreach and engagement.
- Email Open Alerts - Very valuable tool for sales prospecting outreach that helps you prioritize follow ups throughout the day.
- Leaderboard - Keeps the team motivated to outperform each other.
- CRM Data Sync -- Too many clicks involved to update new data from CRM into InsideSales
- Successful Plays - This should be categorized into 2 categories: successful, interested and successful, not interested.
- Removing contact from plays - It should be automatic once the play is marked as successful.
February 19, 2018
Good stuff, Playbooks!
Score 10 out of 10
Vetted Review
Verified User
InsideSales.com Predictive Playbooks is used by the marketing and sales departments within our organization -- it adds plenty of efficiency from an internal standpoint that allows us to make more deals throughout the day.
- Integrates very well with Salesforce
- Integrates very well with my work email (through Microsoft outlook)
- Automated call recording is beautiful.
- Can crash from time to time
- Call logging can be spotty at times, but is generally pretty good.
February 16, 2018
Great for automation!
We use Playbooks to drive a critical part of our lead generation activities. It allows us heightened efficiency and visibility across our [operating] company.
- Allows automated email and voicemail
- Provides detailed insights on prospects
- Metrics and reporting are excellent
- Stability - it's a new platform and there are some acceptable and minor issues
- Better searching and filtering for tasks
- Speed of load could use some improvement
February 16, 2018
InsideSales has me sold!
Score 10 out of 10
Vetted Review
Verified User
InsideSales Predictive Playbooks is great when organizing select people to call about a specific marketing campaign or follow-up event. I'm able to track my history of calls and emails and be up-to-date on their organizational charts.
- Easily tracks calls and emails
- Sleek design and dashboard to help modify a possible clutter of contacts
- Added features such as notable events and LinkedIn information is easily synced to playbooks to be in the "know" of your contacts
- Updating to Salesforce
February 16, 2018
Great software!
We use Playbooks to track who we are reaching out to, how we are reaching out (phone/email), and when we are reaching out. Creating plays ensures an efficient process and makes sure no one falls through the cracks.
- Ability to schedule prospects in plays
- Ability to call and email through Playbooks
- Usability
- integration with salesforce is not always working
- Some glitches
- Reply emails
InsideSales.com Predictive Playbooks is being used across my department as well as in our other business hubs by similar departments. We use it as a prospecting tool to help guide our outreach and track any connection we may make with prospective customers. It is used on a daily basis by roughly 30 people in my direct office for these purposes. This is our one-stop shop to ensure that we are consistent in our practices and utilizing other's knowledge in the timing of our outreach.
- Pulling data/leads from CRM, Playbooks makes it very easy to import information and set up your lead to be put in a prospecting cadence and called/emailed
- Organizing schedules, Playbooks offers a great way to set up plays with integrated templates so that you can easily work through your day and plan ahead over your week
- Email Templates, Playbooks has a very easy to use formatting platform for setting up and utilizing your email templates. You can have it fill in fields from information on your leads and send your email when it statistically makes the most sense
- Integration with our CRM has been difficult. While it is easy to pull information into Playbooks, it is difficult to have Playbooks update fields within our CRM
- Using Neural Send, I know this is a newer function, but it doesn't seem to be working as intended and will send emails in the very early hours of the morning if not double checked. I quite often find myself manually updating send times
- Automatic updates, I will have to uninstall and reinstall the application whenever an update fails. In my time using the platform this happens about 50% of the time it updates
February 14, 2018
Awesome product, huge time saver
Currently being used as a tool for prospecting in sales focused oil and gas SAAS company.
That means loading different prospects in specific plays based on contact information. The tool is used daily as a work management tool and aids in reporting business development roles.
I've been especially in tune with the automated voicemails which has saved tens of hours. Great product!
That means loading different prospects in specific plays based on contact information. The tool is used daily as a work management tool and aids in reporting business development roles.
I've been especially in tune with the automated voicemails which has saved tens of hours. Great product!
- Pre-recorded voicemail
- Daily workflow
- Pipeline management
- Slows at times and has crashed a handful of times
- Can be used to the point where you feel helpless when crashes
- Doesn't keep up with speed of Salesforce page loading
February 14, 2018
Systematically target your prospects
Our team of sales reps uses Playbooks to automate our outbound prospecting into our respective territories. The program is helping our team to be systematic in the way we work through our prospect lists. The greatest advantage to the team is that they don't have to reinvent the wheel with each prospect. As administrators, we can create and share content that they can use as templates or plays with their prospects.
- Content Control - If you'd like to manage the messaging your team is using with prospects, Playbooks enables this quite well. If your team is more autonomous, you can allow them more freedom to control their messaging.
- Automated Follow Up Cadence - This is very helpful in getting each rep to be thorough with each prospect.
- Transparency - Allow your managers and other team members to see the activities everyone is doing. Fosters competition.
- Email Threading - The system needs to be able to thread together emails on the recipient's end so that each email doesn't have to be read out of context within the outreach as a whole.
- Allow open and click notifications to be viewed longer than one week, connect them to the person's record.
- Notify me when someone has replied and require me to acknowledge that they have replied before I go to the next step in the play.