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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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Recent Reviews

TrustRadius Insights

Playbooks by InsideSales.com is a valuable tool used by various departments and organizations to streamline sales processes, enhance …
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Game Changer

10 out of 10
April 12, 2019
Incentivized
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 …
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Playbooks 101

6 out of 10
March 19, 2019
Incentivized
We are using Playbooks as a cadence account management tool. This allows representatives in my position to monitor and manage the accounts …
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Playbooks is great!

9 out of 10
March 18, 2019
Playbooks has been implemented across all sales divisions at Groupon. It is addressing the issue of tracking your own cadence and allowing …
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Read all reviews

Awards

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Pricing

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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…

Entry-level set up fee?

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

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  • Free/Freemium Version
  • Premium Consulting/Integration Services

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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

Frequently Asked Questions

Outreach and Salesloft are common alternatives for InsideSales Playbooks.

Reviewers rate Usability highest, with a score of 3.3.

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

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Reviews and Ratings

(157)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

Attribute Ratings

Reviews

(1-25 of 127)
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Score 1 out of 10
Vetted Review
Verified User
We use Playbooks together with Salesforce. The tool is cumbersome and not very intuitive to use. All my reps, not only the new ones, have a lot of questions about how to use it and have developed a dislike. Yes, it automates a lot of steps, but it's very un user-friendly. On top of that, the software has a lot of issues that cause our connect call ratio to drop from 60-70% to 40-50%. It has never worked properly and support isn't able to do a lot it seems. Finally, the reporting section is not very helpful. We're still building a lot of our own reports in Salesforce. In sum: Stay away from this tool. I'm glad we will be switching to Outreach soon.
  • Automate selection process of accounts
  • Not much else really
  • Downtime
  • Userfriendliness
  • Reporting
NO likely to recommend at all
Score 10 out of 10
Vetted Review
Verified User
We use Playbooks by XANT to manage our Sales cadence. We were users of their former product, PowerDialer by Inside Sales.
  • 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.
Playbooks is great for medium to small companies. It is less suited for those companies that prefer less control over the sales cycle. It is very prescriptive.
Cason Green | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it for prospecting, and to connect with warm and cold leads.
  • 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.
Our reps did not like Outreach. Playbooks allow our people more functionality, and it is more intuitive. Our adoption is better as a result.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We have just implemented InsideSales Playbooks in the region for our Sales Development division. There is some error in activities, for the automatic email, they won’t even tell you it’s overdue.
  • Connection with CRM.
  • Automatic email.
  • Clear steps.
  • Errors in the notifications.
  • Option to send on weekdays only.
  • Alert for a past due task.
I feel like Sendbloom is a better tool.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Playbooks is being used by the entire sales organization. It assists with the organization of leads, call/touch cadences, and navigation through your book of business.
  • 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.
It is nice when you quickly need to navigate between newly assigned accounts and already worked accounts.
It has helped when I am working several different accounts that are all in different steps of the process. Playbooks allows me to pick up right where I left off.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use InsideSales.com Predictive Playbooks within the SDR organization of our company. It is used to track daily activities of the SDR teams.
  • 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.
InsideSales.com is a great tool for the inbound sales development role, importing of contacts is very straightforward.
April 12, 2019

Game Changer

Norma Vergara | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
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.
April 05, 2019

Playbooks Review

Aidan Verbeke | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Playbooks right now, as far as I know, is used in our department but may be used in even more. It helps with logging our calls and making sure we stay on top of our tasks including calls, voicemails, and emails. It also segments each decision maker by time zone—that helps determine good/bad times to call.
  • 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.
Definitely appropriate for sales and warm/hot leads. Not as useful for returning clients.
March 20, 2019

Inside Sales Review

Score 5 out of 10
Vetted Review
Verified User
Incentivized
It is being used across the sales department. It helps with staying on tasks and with the organization of the sales day. It has been helping up stay on and task and know what we need to do throughout our day. There have been some bugs here and there but it is pretty sleek and easy to use for the most part.
  • Organization
  • Speed of the system could improve.
When I am doing emails it is easy to fly through them—it helps. When I'm doing calls it kicks me back to the top and not where I left off.
March 19, 2019

Playbooks 101

Score 6 out of 10
Vetted Review
Verified User
Incentivized
We are using Playbooks as a cadence account management tool. This allows representatives in my position to monitor and manage the accounts they need to be calling. It helps each employee to make sure they are staying on top of their accounts and utilizing the sales model we are supposed to follow.
  • 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
Playbooks is a good tool to use for fresh accounts. It can allow you to prioritize accounts that you recently received and understand what days and times you need to contact accounts. It is less appropriate if you have a lot of accounts as you need to manually skip steps if you do not complete them all.
March 19, 2019

Super user-friendly

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are using PlayBooks to help organize cadence within our prospecting accounts. These are accounts where we have not been in contact with the decision maker, so we are using this tool to get in contact with them.
  • 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.
This is a great tool for taking on new accounts and helping to get in contact with the decision maker. Prior to this, I was working on a manual cadence which was taking up a lot of time and if not properly edited, could result in things getting missed. This helps to put less time between touches on an account and does it quickly.
Briana Hernandez | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Groupon has recently implemented Playbooks into our day to day sales process as a part our Inside Sales teams in Phoenix & Chicago. Currently we use it for multiple things. We use it as a form of contact to communicate with our accounts, to build our cadence, stay organized, and overall, to help maintain organization within our job. We manage a book of over 300+ accounts and with a program like this we are able to stay on top of them by taking the right steps into building a relationship with our merchants. Playbooks has allowed to us to create a 10 day cadence where we have ongoing communication with the attempt of featuring them on our site. I believe implementing this program into our day to day job can only result in generating successful results.
  • 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 still very new to us as a company but is something that has worked out really well for me personally. It helps me stay accountable to what tasks need to be performed. I believe Playbooks does a great job of having us remain organized and making that extra effort in helping us build up our accounts.
March 18, 2019

Playbooks is great!

Amir Hessler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Playbooks has been implemented across all sales divisions at Groupon. It is addressing the issue of tracking your own cadence and allowing for a more structured way to make dials and prospect accounts.
  • 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 is well suited for any sales operation that utilizes calls and emails on a daily basis.
Emily McLaughlin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
At Groupon we are using Predictive Playbooks as a way to keep track of our accounts in the form of a cadence. It is being used by the entire Sales Department at Groupon. The reason for adopting this software was so that reps can keep track of all of their accounts and give ourselves the best chance possible at talking to Decision Makers and then closing.
  • 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.
I think that Playbooks is a great tool that was given to reps as a way to keep track of their accounts. I have been at Groupon for almost two years now, and while in my time here, I have seen many great reps lose track of where they are at with an account of an account may fall through the cracks. With Playbooks that will make our lives easier as we are now able to have a software that automatically does it for us.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We have just implemented Playbooks at Groupon in order to improve our cadence for cold calling. So far it has been an amazing tool for streamlining the sales process. I find that now I am able to get double the amount of work done in one day now with the platform and am definitely going to continue integrating it more into my work life.
  • 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.
Well suited:
  • In an industry that requires high levels of organization.
  • Cold calling where you haven't made adequate contact with business owners.

Less appropriate:
  • when you have a significant process with business owners and no longer need a cadence.
March 16, 2019

New Day, New System

Erica Mayes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
It works fantastic! I was missing calls and emails in my cadence before using Playbooks. It is useful to keep everyone on track and be more organized.
  • 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.
I've found that Playbooks is solving missing steps in my cadence as well and seamlessly sending emails off quickly. It has been a huge benefit! I now realize that I didn't send all the emails I should have or made all of the calls I should have. I think the main benefit of Playbooks is I can now work smarter and not harder.
Score 7 out of 10
Vetted Review
Verified User
[It's being used] across our sales organization. We use it as a power dialer, for emails, and to help build cadence to set the appointment. Often we can forget the next step or follow ups and this prompts us so we can hopefully get the appointment.
  • 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.
It is well suited in setting appointments; it is less suited on an account you really don't want to work or that you have been in contact with.
Amanda Satre | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Groupon is using Playbooks to make our work quicker and more efficient. We needed a way to take the busy work out of our day-to-day so we could focus on the bigger picture of sales, and Playbooks is the key to that. Playbooks has changed our daily tasks for the better.
  • 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 is useful when you have an abundance of accounts to handle and need help following a cadence to attack them. If you don't like doing busy work like writing out full emails or setting timed tasks for yourself, Playbooks is great in helping take the guessing out of all of that and doing it for you.

Playbooks may not make sense if you don't have large books of accounts, or if you do not follow a cadence/prefer to have a cadence preset for you.
Score 9 out of 10
Vetted Review
Verified User
We use the tool across our entire BDR organization to eliminate the admin/guesswork around prospecting their accounts.
  • 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 is HUGE in-terms of providing structure and next-best-actions for new hire reps without Sales experience.
Zach Myers | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
We are using it to stick to our sales process so we can contact our prospects within a certain cadence of phone calls and emails. This is also across the entire company.
  • 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]
Sales and communication cadence
March 15, 2019

Play with Playbooks!

Constance Solinski | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Playbooks has changed my organization of my cadence and I love it! It automatically keeps track of my next steps for me and helps me work more seamlessly and efficiently. This in turn aligns with my goal to make more money in a smarter, not harder way!
  • 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
It is great for sales roles where organization is a need (all sales roles)!
Hannah Jones | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are using this across our whole office, and so far we just implemented it and so far there has not been a lot of problems! Just the basic getting to learn the tool, and making sure it makes sense to us! It is just a little confusing to make our old prospecting list be where it needs to be for the new prospecting list it sorts it out in.
  • 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
It is very easy to use and super beneficial to keep me on top of all of my accounts throughout the day. It is an easy tool to implement with others. The only thing I would change is emailing and accounts that have more than one phone number. It is confusing and it is not exactly easy to find out how to switch the numbers and switch email templates.
Jacob Hernandez | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Playbooks helps us to establish a comprehensive contact cadence when engaging new prospects. With our large volume of prospects it helps us to efficiently contact them and not lose high value accounts.
  • 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.
It really helps have a clear guide to daily activities improving efficient account management.
Kimberly Bolt | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I believe it is only being used in our Sales Department.
  • 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.
Playbooks is very well suited for my position as an Inside Sales Representative. I have to keep many notes and this allows me to enter my notes more quickly.
Christina Tolman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The Predictive Playbooks is part of the prospecting process to reach business owners and persons who make the marketing decisions for small to large organization.
  • 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.
Playbooks is a very useful tool for initial prospecting.
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