Name: Playbook AI
Rating: 8 (5 reviews)
Author: Playbook AI, Inc

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Push Notifications

Text Editors

Development

Online Learning

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

App Development

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Managed Print

Network Performance Monitoring

Process Mining

Security Awareness Training

Software Defined Storage (SDS)

Solid State Drives

Tower Servers

Virtual Desktop Infrastructure (VDI)

Virtual Private Network (VPN)

VoIP Monitoring

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Data Management

Digital Analytics

Digital Experience Platforms (DXP)

Email Management

Email Marketing

Event Registration

Graphics

Heatmap and Session Recording

Marketing Automation

Marketing OS

Online Reputation Management

Real-Time Interaction Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

eCommerce

Sales

Assisted Living

Car Rental

Church Management

Construction Accounting

Jail Management

Vertical-Specific

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Salesloft

Users of this AI-powered sales platform have found various use cases to streamline their sales process and improve their sales discipline. They have automated tasks such as LinkedIn connections, messages, and email follow-ups, allowing them to maintain consistent reach with prospects. The tool also provides call automation capabilities, enabling users to easily reach out to customers without assigning tasks to specific team members.

In addition, the product has been instrumental in setting up customized sales cadences and tracking reach-out activities through task flows and CRM integrations. This has helped teams effectively nurture leads and generate new ones. By defining cadences based on personas, users can ensure a systematic approach for target accounts, resulting in more effective communication and higher top-of-the-funnel input.

Furthermore, the product offers features like activity tracking, Salesforce integration, and inside team member visibility. These functionalities allow SDRs and Sales Reps to focus on outreach and building relationships with prospects while providing a clear overview of accounts and managing the sales team effectively. Customers highly recommend this platform for its ability to track accounts, generate leads, and streamline sales processes.

Moreover, the software's call data management capabilities and the ability to create follow-up storyboards have proven valuable for users in managing their sales activities. Additionally, organizations can leverage the historical data and current sales pipeline to predict demand for their offerings accurately. This enables them to make more informed and accurate sales estimates per business vertical. Overall, this AI-powered sales platform has become an indispensable tool for users looking to optimize their sales efforts and drive better results.

Missing Reminder Feature: Some users have mentioned that a missing reminder feature is a drawback of the product. They feel that having a built-in reminder feature would enhance day-to-day activities and help them stay organized.

Improvements Needed in Call Logs: Several reviewers have expressed the need for improvements in call logs. They have highlighted scenarios where calls are disconnected or not answered, and they believe that better functionality in call logs would be beneficial.

Lack of User-Friendliness and Standardization of Plays: A common complaint among users is the lack of user-friendliness and standardization of plays. Some users have found it difficult to navigate through the platform and customize plays according to their specific needs.

Configurable cadences and seamless calling feature: Many users have praised Playbook AI for its configurable cadences and seamless calling feature. This has made it easy for them to stay on top of their accounts and effectively manage their sales activities. 

Automated multi-channel outreach: Users have consistently mentioned that Playbook AI is the best tool for sales professionals as it automates emails, LinkedIn, and calls all in one platform. This automated multi-channel outreach capability helps streamline their lead generation process and saves them valuable time.

Excellent customer support: The outstanding customer support provided by the Playbook team has been highlighted by several reviewers. Customers appreciate the proactive assistance they receive, with the support team always being ready to help address any problems or concerns related to the platform.

HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.

Sales Hub Starter

Sales Hub Professional

Sales Hub Enterprise

HubSpot Sales Hub

Kixie is a telephony and VoIP software solution from Kixie.

Custom Plan

Kixie

Playbook AI

Sales Engagement

Likelihood to Recommend

Playbook AI, Inc

Marketing Manager

Playbook AI 2022-03-30 21:50:42

Playbook AI 2023-01-23 11:37:43

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Spam folder

Difficult to communicate

Internet connection

Nothing to dislike

Emails sent

Social networks

Email marketing campaigns

Different customers

Call management

Email templates

Outgoing calls

Facebook and linkedin

Email marketing

Automatic email

Marketing campaigns

Home

Sales Engagement Platforms (SEPs)

I have been managing a sales team for the past year, and have been struggling to have a clear overview of all of my accounts. I also have a hard time keeping track of all of the different things that need to be done on each account, and this is where Playbook.ai comes in handy! This AI-powered sales platform helps me keep track of my accounts, generate new leads, and even manage my sales team in an easy-to-use, intuitive interface. I highly recommend it!

Add leads to sequences.
Automation leads import.
Automatic email.

Honestly till now there is nothing to dislike.

Automation sales.
Inbound marketing.
Salesforce integration.

We use the software to predict demand for a company's offerings based on data. These programs utilize historical data and the current sales pipeline to create time-bound sales estimates. This help the organization predict how much they're going to make per business verticle

email automation
distinguish leads
email generations based on market

renewal costs
ability to provide all loggings

stability of connections
ROI tracking but this could be a "ME" thing..

Playbook AI

Overview

What is Playbook AI?