InsideSales PlaybooksFormerly 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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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 |
InsideSales Playbooks Downloadables
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Reviews and Ratings
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Reviews
(1-25 of 127)- Popular Filters
Not recommended: Not intuitive and full of problems
- Automate selection process of accounts
- Not much else really
- Downtime
- Userfriendliness
- Reporting
The XANT team provides amazing support.
- Provides multiple options for selecting and sorting opportunities using various filters.
- Enables a recommended flow for phone conversations and follow-up communications.
- Allows reps to control what they do and when. It has maximum flexibility.
- No suggestions at this time.
We love Playbooks --- we switched from Outreach
- 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.
- Minimal outages, but it has happened in the past.
Insidesales.com Review
- Connection with CRM.
- Automatic email.
- Clear steps.
- Errors in the notifications.
- Option to send on weekdays only.
- Alert for a past due task.
Inside Sales Playbook Review
- It let's you know exactly where you are in the sales process.
- It allows you to quickly send out emails so you can get through a large number of leads efficiently.
- Organizes merchant contact information so you know exactly which phone number to call next and which number has already been contacted.
- I feel my computer has overall slowed down since downloading Playbooks.
- Sometimes I would rather just keep calling instead of sending an email. Not every lead has the same cadence.
- Requires additional clicks and loading which can be kind of annoying.
InsideSales.com is a great tool
- Organization - The ability to enroll prospects into plays allows for a more organized approach as calls are being made throughout the day.
- Creating Plays - The ability to create a multi-cadenced play is extremely helpful with keeping on task and knowing how many touches you have had with each prospect.
- Gamability - The idea that you can see what your peers have "earned" for points creates a new style of competition.
- Importing from Salesforce, I find that Canadian contacts need to be double verified, it will add the contact to the Play but needs a second click into the edit screen to import the contact details.
- Notifications tab is useful but could use more details around links clicked.
Game Changer
- 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.
- 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.
Playbooks Review
- They make our pipeline of calls easy to manage with steps and tasks.
- They let us know what timezone a merchant is in.
- They make it easy to click to dial.
- It crashes almost once every two weeks it seems.
- Sometimes our leads do not refresh or we get old leads.
- It lags and struggles to log calls sometimes.
Inside Sales Review
- Organization
- Speed of the system could improve.
Playbooks 101
- Keeps track of accounts
- Allows prioritization of accounts
- Enables Filtering dependent on progress
- Sending emails on one chain
- Allowing emails to be sent while on calls
- Changing interface for phone numbers
Super user-friendly
- It helps to organize cadence and make sure that new accounts do not fall through the cracks if you were unable to reach someone on the first attempt.
- It is fast moving and helps me to make more dials and activity through the day, ultimately equaling to more sales.
- If you have an account with more than one phone number and are wanting to call them all, it can be a bit of a hassle as you have to add the activity in before moving to make another call. The reporting can get messy as it is not a simple step.
- You are unable to send emails while on the phone, you have to wait until you hang up to compose an email.
- There is no undo button on emails. Since adding this tool, I have sent a few emails with "unknown" in the name fields and have not had a quick way to recall them.
InsideSales Predictive Playbooks Review
- Having a pre-set a 10 day cadence where we know what is expected on each of those days throughout the prospecting period. Whether that be a call, email, or even both.
- Being able to insert our own personal templates into the email portion of it all to allows us to be more personable.
- Being able to import accounts easily.
- Being able to go back into editing a task that has been done, such as an email, and being able to bump that same thread could be helpful.
- Being aware of new accounts.
- Not having to insert a note each time we are skipping a step.
Playbooks is great!
- Playbooks automates a cadence to make calls.
- Playbooks allows you to send emails quickly with no copy and pasting.
- Playbooks will remind you when you need to be making a call
- Playbooks could have a more seemless look.
- Playbooks could sync with other applications a bit better.
Playbooks has greatly helped my productivity as a rep!
- Reminding reps each day what accounts they need to call.
- Showing reps exactly where they are in their cadence with accounts to make sure they are on their A game whenever they go into a call.
- Sets up the process for later steps such as Presenting and getting to know as much about a business as possible.
- I wish it had the ability to automatically link to the account we are working when we pull it up in Salesforce instead of having to click View.
- I wish that Playbooks could also help with our cadence for further processes such as the needs assessment and presentation.
- I wish we could create our own "Play" with what works best for us.
- It helps me organize my sales pipeline and helps with prioritizing accounts.
- It helps me stick to my call cadence throughout the week and keeps me from feeling overwhelmed.
- It has an amazing interface that is incredibly easy to adjust to.
- They could be better with allowing for more ad-hoc emailing and calling.
- It seems a little rigid, especially when it comes to note-taking and changing emails.
New Day, New System
- Easy to use.
- Less time to do the same process, it's a huge time saver.
- Very easy to see what is needed to be completed.
- It has a nice look.
- No auto-populating.
- Opens slowly at times.
user friendly excellent for cadence
- Cadence - to set the appointment
- Oorganization- track accounts that you haven't touched
- Prompts- sometimes it is easy to forget a step and this prompts us
- Speed could be a bit faster.
- The inside sales popup could be smaller. It takes up a good portion of screen.
Organized Book of Accounts
- Playbooks has helped me complete tasks more efficiently than before by scheduling them for me and reminding me of them quicker.
- Playbooks has made emailing faster by automatically filling in templates.
- Playbooks has eliminated having to have a ton of tabs of accounts open at once.
- I wish Playbooks saved the comments I made when dispositioning calls so I didn't have to always type "DM not in" or "left message w/ GK".
- I wish Playbooks opened our salesforce view a little quicker when going through accounts.
- I wish calling multiple numbers on one account was a little smoother.
Playbooks helped us automate prescribed cadences to our Sales org and increase efficiency/productivity
- Manages prescribed cadences FOR reps
- Proactively notifies reps when phone numbers/email addresses are non-working
- Fully integrates with Salesforce
- Speed of loading could improve
- Some issues with stability
- Admin management leaves something to be desired in-terms of the UI
Playbooks: Helping organization and
- Helps me stay organized on the accounts I have
- Keeps me accountable on what accounts to contact
- Allows me to operate within one database instead of maneuvering between others
- Does not show the contact name of the person I'm contacting
- Hard to log texts
- Does not upload newly assigned [accounts]
Play with Playbooks!
- Great support in office on launch
- No weird glitches happened during launch
- Created a way for sales reps to do less admin work and concentrate on sales
- A quick search for answers button would be good
Easiest tool to use, your grandma could do it!
- It is super easy to use, and it really does organize your entire day, making it easy to do and access your entire day!
- Getting ahead and staying on top of accounts!
- You get to see what time zone they are in and if the number is not in service or if it is disconnected.
- The emails could be a little easier to use.
- When you first start the tool, it is very confusing to what accounts you are currently prospecting and which ones should not be included.
- [Have] the phone numbers all listed by which ones to call, instead of adding a call
Great Tools so you Catch the Big and Little Fish.
- Gives a clear next step, such as an email versus a call to a potential client.
- It helps to track productivity and maintain a high level of engagement.
- Convenient tools are found all in one central location.
- The refresh and load rate is a bit slow.
- Predictive text is missing from some redundant activities.
- Updating information for prospect can be a bit slow to refresh to the account as well.
Predictive Playbooks makes the next steps in the sales process flow more predictively.
- Alerts me to when I make an error.
- Streamlines the sales data entry process.
- Allows me to send emails that sync to my database.
- I would like misspelled words to show up in red so I can correct them.
- Easily provides a way to call and email businesses without overthinking the process.
- Pulls pertinent information from the Salesforce platform for ease of access.
- Saves email templates on the same interface.
- The use of this tool initially slows down the sales process but it improves with time.
- Alphabetical and numerical template organization is not currently available.