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InsideSales Playbooks

Score9 out of 10

158 Reviews and Ratings

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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.

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Categories & Use Cases

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Screenshot of Playbooks Dashboard
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Screenshot of Scheduling a Call
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Screenshot of Playbooks Dashboard

Who Buys & Uses InsideSales Playbooks

InsideSales Playbooks Reviews

What users are saying about InsideSales Playbooks.
View all InsideSales Playbooks reviews

Turning Lead Chaos into something Predictable

Incentivized
Shaun Houshmand
Senior Revenue Operations Analyst in Sales at BigPanda (201-500 employees employees)

Use Cases and Deployment Scope

We use InsideSales Playbooks to prioritize outbound sales activities across our SDR team. The platform helps address inconsistent follow-up, low connection rates, and guides reps on who to contact, when, and through which channel. InsideSales Playbooks integrates with our CRM to standardize best practices, improve rep productivity, and increase pipeline conversion while giving managers clear visibility into execution and results.

Pros

  • Activity prioritization helps remove the guesswork from the reps workflow
  • Guided selling workflows help guide reps step by step through cadences and follow-up touches
  • Managers can quickly find coaching opportunities to help reinforce best practices

Cons

  • The rep UI can feel dense for new users. I'd like to see less clutter and something more streamlined.
  • Out of box reporting is limited for deeper analysis. More flexible dashboards, cohort analysis, and attribution between activity and pipeline would be amazing.
  • More granular, self-service customization of cadences would help reduce admin overhead.

Return on Investment

  • Improved speed to lead and conversion rates
  • Higher rep productivity
  • More predicable execution at scale

Usability

Other Software Used

Cognism, Chorus by ZoomInfo, Gong

Game Changer

Incentivized
Norma VergaraView profile
Business Development Representative in Sales at Groupon (5001-10,000 employees employees)

Pros

  • Keeps track of what part of the cadence you are at with each account.
  • Lists every account that you have to email or call that day.
  • Is able to schedule calls and put them on your calendar.

Cons

  • Would like to be able to navigate from one list by simply clicking the next task instead of it taking me to newly assigned
  • Would love it if we could use it to keep track of accounts where we have already reached a decision maker.
  • Make it so that when there is a call scheduled it will make it more visible, sometimes the notifications are easy to miss.

Return on Investment

  • Productivity is up because now you must get through all tasks before your day ends.
  • It is really efficient to have one place to navigate all accounts from.
  • More people reached = more chances to close.

Usability

Alternatives Considered

InsideSales.com Predictive PowerDialer

We love Playbooks --- we switched from Outreach

Incentivized
Cason GreenView profile
Director, Success Strategy & Ops in Customer Service at Pluralsight (1001-5000 employees employees)

Pros

  • It organizes our rep's workflow.
  • Allows visibility for our Leadership team.
  • It provides intelligent insights to our reps about what they should be doing.

Cons

  • Minimal outages, but it has happened in the past.

Return on Investment

  • Productivity and efficiency have increased, in my experience. We believe revenue will follow.

Usability

Alternatives Considered

Outreach

Great tool for cadence!

Incentivized
Matt KingView profile
Divisional Sales Manager in Sales at Groupon (5001-10,000 employees employees)

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.

Cons

  • Playbooks could do better at being able to send emails while still being on the phone with the merchant.
  • Playbooks could work better if it would link to Yesware.
  • It would be nice to ad hoc emails and schedule them just as you would with calls.

Return on Investment

  • Productivity
  • Stronger overall cadence
  • More strategic

Usability

Alternatives Considered

InsideSales.com Predictive Pipeline

Predictive Playbooks is a great solution for ease & time management of prospecting!

Britni BergView profile
Divisional Sales Manager - Groupon OnBoarding, Business Development in Sales at Groupon (5001-10,000 employees employees)

Pros

  • Organization with tasks - Playbooks tells reps what step they are on with each account
  • Keeping reps focused & accountable - now, they know exactly what is expected of them for that day
  • Time efficiency - realizing what accounts to continue working, and what accounts to stop working

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.

Return on Investment

  • Time management & efficiency
  • Widening scope of activity on accounts - being able to talk to more prospects, more frequently

Usability

InsideSales Playbooks Alternatives

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