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InsideSales Playbooks

InsideSales Playbooks
Formerly XANT Playbooks

Overview

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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Learn from top reviewers

We love Playbooks --- we switched from Outreach

Rating: 10 out of 10
November 15, 2019
IncentivizedVetted ReviewVerified User
We use it for prospecting, and to connect with warm and cold leads.
Continue reading
Cason Green
Director - Customer Service
Director, Success Strategy & Ops
Pluralsight
InsideSales Playbooks3 years of experience

Game Changer

Rating: 10 out of 10
April 12, 2019
IncentivizedVetted ReviewVerified User
Playbooks is being used by the Sales department to keep track of cadence and make it easier to keep track of accounts that come into our pipeline. It is an amazing tool that m...
Continue reading
Norma Vergara
Representative - Sales
Business Development Representative
Groupon

Great tool for cadence!

Rating: 10 out of 10
March 15, 2019
IncentivizedVetted ReviewVerified User
Playbooks is being used in our sales organization. Before we used the Powerdialer and that worked fine, but Playbooks has taken our cadence & prospecting to the next level...
Continue reading
Matt King
Supervisor - Sales
Divisional Sales Manager
Groupon
InsideSales Playbooks1 year of experience

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

Rating: 9 out of 10
February 27, 2019
Vetted ReviewVerified User
Currently, the sales reps that I manage are using Predictive Playbooks for their daily prospecting. It is helping to address issues associated with heightened admin work - sal...
Continue reading
Britni Berg
Manager - Sales
Divisional Sales Manager - Groupon OnBoarding, Business Development
Groupon
InsideSales Playbooks1 year of experience

Playbooks = Game Changer

Rating: 8 out of 10
February 25, 2019
IncentivizedVetted ReviewVerified User
It's being rolled out to the Sales department. The business problems it addresses are the ability to save time researching who you need to call or email. Playbooks does it all...
Continue reading
Nickolas Pulido
Contributor - Sales
Business Development Representative
Groupon
InsideSales Playbooks1 year of experience
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Pricing

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InsideSales Playbooks

InsideSales Playbooks

N/A
Unavailable

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…

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://www.insidesales.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Yesware

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What is Yesware?

Yesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.

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Product Details

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

Screenshot of Playbooks DashboardScreenshot of Editing a RecordScreenshot of Creating an EmailScreenshot of Adding NotesScreenshot of Scheduling a CallScreenshot of Viewing Task List

InsideSales Playbooks Integrations

InsideSales Playbooks Competitors

InsideSales Playbooks Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesGlobal, North America, South America, Europe, Asia
Supported LanguagesEnglish

InsideSales Playbooks Downloadables

Frequently Asked Questions

Outreach and Salesloft are common alternatives for InsideSales Playbooks.

Reviewers rate Usability highest, with a score of 3.2.

The most common users of InsideSales Playbooks are from Enterprises (1,001+ employees).
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Comparisons

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Reviews From Top Reviewers

View all reviews
(1-5 of 127)

Game Changer

Rating: 10 out of 10
Incentivized
April 12, 2019
NV
Norma Vergara
Business Development Representative
Groupon (Marketing and Advertising, 5001-10,000 employees)
Vetted Review
Verified User
View profile
Use Cases and Deployment Scope
Playbooks is being used by the Sales department to keep track of cadence and make it easier to keep track of accounts that come into our pipeline. It is an amazing tool that makes it easy to go through a full cadence with all accounts. With Playbooks, you can see exactly what accounts you have to call or email on each day. It is truly a game changer. The only thing I wish it could do is to make it so I don't have to go back to the dashboard and select my emails to continue getting my email tasks done.
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.
Likelihood to Recommend
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.

We love Playbooks --- we switched from Outreach

Rating: 10 out of 10
Incentivized
November 15, 2019
CG
Cason Green
Director, Success Strategy & Ops
Pluralsight (Computer Software, 1001-5000 employees)
Vetted Review
Verified User
InsideSales Playbooks
3 years of experience
View profile
Use Cases and Deployment Scope
We use it for prospecting, and to connect with warm and cold leads.
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.
Likelihood to Recommend
Our reps did not like Outreach. Playbooks allow our people more functionality, and it is more intuitive. Our adoption is better as a result.

Great tool for cadence!

Rating: 10 out of 10
Incentivized
March 15, 2019
MK
Matt King
Divisional Sales Manager
Groupon (Internet, 5001-10,000 employees)
Vetted Review
Verified User
InsideSales Playbooks
1 year of experience
View profile
Use Cases and Deployment Scope
Playbooks is being used in our sales organization. Before we used the Powerdialer and that worked fine, but Playbooks has taken our cadence & prospecting to the next level. Before we had reps who would call accounts one time and not reach out again until a few weeks had passed. With Playbooks, it creates the next steps to direct the reps more on when and how to reach out to merchants to have a better chance of opening up a conversation. All in all, Playbooks is a great tool and is easy to integrate.
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.
Likelihood to Recommend
Playbooks is great for sales organizations that need help with efficiency and cadence. It is well suited for heavy calling and high emails on accounts. Playbooks also does a great job at taking the guesswork out of accounts for my reps. The only time I would think that Playbooks would be less appropriate would be if a company already has a similar system in place.

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

Rating: 9 out of 10
February 27, 2019
BB
Britni Berg
Divisional Sales Manager - Groupon OnBoarding, Business Development
Groupon (Internet, 5001-10,000 employees)
Vetted Review
Verified User
InsideSales Playbooks
1 year of experience
View profile
Use Cases and Deployment Scope
Currently, the sales reps that I manage are using Predictive Playbooks for their daily prospecting. It is helping to address issues associated with heightened admin work - sales reps are now able to focus on their prospects and using their time efficiently, rather than spending too much time attempting to organize their process with each account.
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.
Likelihood to Recommend
Playbooks is extremely helpful when it comes to knowing where you are with each account - it eliminates the extra "thought" behind each prospect as it organizes it for you. When attempting to be a bit more strategic though, beyond simply when to reach out to an account (ex: wanting to organize accounts in a certain way), there's less of a customized ability here, making reps look elsewhere for support on this.

Playbooks = Game Changer

Rating: 8 out of 10
Incentivized
February 25, 2019
NP
Nickolas Pulido
Business Development Representative
Groupon (Marketing and Advertising, 5001-10,000 employees)
Vetted Review
Verified User
InsideSales Playbooks
1 year of experience
View profile
Use Cases and Deployment Scope
It's being rolled out to the Sales department. The business problems it addresses are the ability to save time researching who you need to call or email. Playbooks does it all for you. It plans out my prospecting list and I can personally follow up with leads that are moving forward in the sales process. It's an efficiency tool.
Pros
  • Ability to send pre-recorded voicemails.
  • Ability to send emails at a high rate and have the track-ability of effectiveness.
  • Really easy, intuitive user experience. It only took a day or two to get used to.
Cons
  • In the optional notes section a drop down with commonly used notes would be helpful.
  • It's bugged out a few times where I've had to restart it.
  • Can't send mass personalized emails at the moment.
Likelihood to Recommend
Well suited for sales team looking to be more efficient/effective. In my opinion, it is less appropriate for a small team. With large teams, it ensures everyone is hitting their activity metrics.
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