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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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April 18, 2021
The XANT team provides amazing support.
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.
June 04, 2019
Inside Sales Playbook Review
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.
April 12, 2019
Game Changer
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.
March 20, 2019
Inside Sales Review
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.
March 19, 2019
Playbooks 101
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
March 19, 2019
Super user-friendly
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.
March 19, 2019
InsideSales Predictive Playbooks Review
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.
March 18, 2019
Playbooks has greatly helped my productivity as a rep!
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.
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.
March 15, 2019
user friendly excellent for cadence
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.
March 15, 2019
Predictive Playbooks makes the next steps in the sales process flow more predictively.
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.
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.
March 15, 2019
Playbooks Review
Playbooks is used in our Sales and Account Management departments in order to improve cadence, activity, and overall conversions. Playbooks was introduced to our sales team in order to eliminate the amount of steps it takes to create tasks and to improve the organization of reps (especially those who didn't have their own cadence to begin with).
- Playbooks has a clear and easy to use interface that is simple to learn and master in just a few days.
- Playbooks makes it easier to complete tasks like follow-up call reminders, sending quick emails, etc.
- Playbooks also creates an easy to follow cadence for reps who need a clear and concise plan of action to attack certain accounts.
- Playbooks can be rather slow when loading, especially when transitioning from Salesforce page to Salesforce page.
- Customization could be better. It would be nice to be able to create our own cadence for specific accounts, or to sort by specific categories when viewing all my tasks for the day.
- We've had a few bugs being able to completely remove accounts from Playbooks despite them not qualifying to be in the tool at all.
March 15, 2019
Great tool for cadence!
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.
- 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.
- 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.
March 15, 2019
Get Playbooks!!!!
Score 8 out of 10
Vetted Review
Verified User
Playbooks is used by the Sales Teams here at Groupon. It helps with keeping up with all of our accounts and keeping a cadence!
- Manages the cadence
- Gives call reminders
- Gives a "to-do" list for the day
- Being able to have more control over the accounts in the playbooks cadence.
- Having a play for after reaching the decision maker.
March 15, 2019
Great Tool!
We are using Predictive Playbooks to prescribe a better sales cadence for reaching the DM to set an appointment or get a firm "NO". Historically, newly assigned accounts and ones that live in prospecting would fall through the cracks or not get the attention they deserved because reps did not know how to attack them. Reps would historically put a call on them and forget about them until they were about to lose the account or had not contacted them in a while because they were only focusing on accounts that were already moving forward. This should allow reps to cast a much wider net and pull more opportunity into their sales funnel.
- It provides a prescriptive cadence for newly assigned accounts and ones being prospected.
- It helps reps reach more DMs in a shorter period of time.
- It helps reps organize accounts they're prospecting.
- Allowing reps to perform multiple tasks at one ie email and call at the same time.
- More sortable functions to better organize and prioritize.
- Quicker load time between actions.
March 15, 2019
Playbooks keeps me on track
Score 8 out of 10
Vetted Review
Verified User
Playbooks is being used by Sales in order to have a structured and more organized cadence.
- Playbooks is great and giving me a simple and easy to follow cadence for my prospects. No more guessing who to reach out to or how to reach out to them.
- Playbooks shows you the time in your current time zone as well as the time of the person you are calling. Their time is highlighted if it is after 5pm, giving me a better idea of if they'll be available or not before I even call.
- I also like how well it syncs with Salesforce. They work seamlessly together, no bugs or hiccups to slow me down.
- Playbooks takes a couple of seconds longer to load than Salesforce.
- It can be difficult when I just want to add a contact or an email to an account, just a little tedious.
- When scheduling a call, I wish the appt on my calendar started with the account name, and not "Playbooks call scheduled."
March 15, 2019
Playbooks: A play in the right direction
Predictive Playbooks are being used by the entire department as a cadence tool across my department here at Groupon. It definitely helps to ensure that accounts do not fall out of cadence and to ensure all accounts are having widespread exposure to Groupon through both phone calls and emails.
- Tracks cadence amongst all accounts on the frontend ensuring that each account is touched multiple times further increasing the chance of reaching a decision maker.
- Intuitive and easy to use.
- Customizable "plays" ensure that this tool is versatile enough to meet the needs of any marketer.
- Some transitions are not as smooth or have added steps when calling accounts multiple times.
- Added contacts do not sync as of yet.
- Integration with Salesforce is bumpy but I'm sure that will get patched out.
March 15, 2019
A New Way to Work
Score 7 out of 10
Vetted Review
Verified User
Playbooks is being used for Groupon's sales teams. It addresses the difficulty of keeping track of your contact cadence for each account in your book of business. Very helpful!
- Automatically uploads your Newly Assigned leads and places them in Step 1 of a 7 Step cadence.
- Schedules your next touch and funnels it into your routine automatically.
- Increases your productivity by automatically prompting an email template of your choice following a phone call.
- I would like if I could customize the order that my cadence is set up. I prefer 3-4 calls before sending an email.
- It's difficult to sort my accounts manually. I prefer sorting using list views like Salesforce provides.
March 14, 2019
Playbooks saves time!
Score 10 out of 10
Vetted Review
Verified User
It is being used by the entire business organization. It addresses timing, efficiency, and performance in general. It makes our day more efficient and productive because of the automated tasks and props that that software provides.
- Gives on-time reminders of appointments.
- Saves a ton of time through having suggested emails and responses ready to go.
- Sorts the day by time zone, segmentation, and other factors.
- There is a slight learning curve to get familiar with the system.
- Sometimes you have to manually input emails that you've received to have them logged in the system.
March 14, 2019
Playbooks Biggest Fan
Playbooks is being used as an everyday tool to help organize my prospecting accounts and as a dialer. It tracks which 'step' I am at with all of my accounts as well as helping me stay organized. It's being used throughout the sales department. It took the confusion and guessing game out of my day. I work more efficiently and am better at time management. I know exactly what I need to do throughout the day. It also helped me keep my accounts organized. Previously, when manually entering tasks, I would occasionally forget to. I would then forget about that account and a lot were slipping through the cracks. It's impossible for accounts to get lost now.
- Filter my accounts - I love the filter feature. Being able to sort by step, time zone, segmentation, etc. It makes it very easy to call similar accounts all in a row.
- One stop shop - I love that all of my prospecting accounts and their progress is all clear and concise. Aside from additional appointments I have, all my accounts are organized for me.
- Dialing - Dialing has been very seamless for me and I have not had any issues.
- Pausing accounts - I love that I am able to pause accounts. Very awesome feature for when I was on vacation/my merchants are.
- Syncing time - it sometimes takes a while for information I add into Salesforce to sync. Specifically emails, when I get a new email on the phone and want to email right away, it is annoying to have to wait. Adding an "add email" feature in the task itself would be nice.
- Emails - I wish we could 'favorite' certain templates, making them easier to pick out right away. I also wish we could unsend messages like Gmail. If I make a mistake it stinks I can't bring it back really quick.
- I almost wish it could sort all of my acounts, prospecting and accounts further in my pipeline.
March 14, 2019
Obvious Increase in Productivity
Score 10 out of 10
Vetted Review
Verified User
It was first tested within my my team and has been gradually introduced to our entire department and is now being introduced to other departments. It helps structure our sales representatives' daily lives and helps them to perform better.
- Filters your sales leads in whatever way you find most efficient.
- Helps disposition and log your calls very clearly and quickly.
- Organizes your days effectively so that you can spend more time selling.
- The add on is slightly large on your screen, but does collapse if needed.
March 12, 2019
Work Smarter, Not Harder!
InsideSales is currently being implemented throughout our business development reps and inside sales reps. It helps manage our task cadence and the large amount of accounts that we have in our name. It truly makes us work "smarter, not harder." It makes my day run very smoothly and I know what I have to do every single day when I get to my desk.
- Playbooks helps manage my day. I know exactly how many calls I'm going to make and how many emails I have to send.
- Playbooks makes me more productive. I work mainly out of Playbooks so I only need a few tabs open on my browser. Working strictly through playbooks allows me to get things done very quickly.
- Playbooks has made my metrics go up. Following plays makes sure I touch each account enough to set more appointments and ultimately close more contracts.
- With email templates, I'd prefer to have a section where we can favorite things. There is a "frequently used" area but it doesn't seem to be very accurate as some templates I've never used are in there.
March 05, 2019
Increased Efficiency with Playbooks!
My department has been the pilot for Playbooks. We are testing Playbooks to ultimately roll out company wide for sales. It helps increase efficiency and reduce lost opportunities. It has increased outbound dials department wide and we have already seen higher sales numbers across the board. It helps streamline my day and decreases stress (and post it notes).
- Outbound Calling - efficiency
- Tracking Daily Progress
- Emails - templates built right in so it cuts out extra steps from previous methods
- We have to manually log email responses
- Name of customer is not displayed next to phone number, have to look in Salesforce for names.
March 01, 2019
Beginning of a great tool
My team recently started using Playbooks to automate a cadence that we were already using with the accounts that we are currently contacting. There is one other team on our floor using it, but we have different sales processes, so we are somewhat testing it for teams like us. It has been extremely helpful to create a better flow throughout the day.
- I like that Playbooks sets up my day for me by having all of my prospecting work in one place.
- Playbooks has all of the account information in one place, so I can change phone numbers and email addresses simply.
- I like that Playbooks is easy to navigate through, so I can filter accounts based on time zone and step of the cadence.
- Playbooks is really simple but can sometimes restrict from staying in one step. So if I want to do everything on the last step of my cadence it is a little harder to navigate.
- Occasionally an account will re-upload or not upload to Playbooks because of a different mode of communication. For example, if someone is contacted via email, their account will stay in the cadence until I manually delete it.
- If I send multiple emails to the same person, the emails do not go into the same thread. This forces me to skip some emails and send them manually.