TrustRadius Insights
Users of this AI-powered sales platform have found various use cases to streamline their sales process and improve their sales discipline. …
Overview
What is Playbook AI?
Playbook AI enables revenue teams orchestrate & execute sales playbooks that build more pipeline.
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What is Playbook AI?
Playbook AI enables revenue teams orchestrate & execute sales playbooks that build more pipeline.
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Competitors
- Tech Details
What is Playbook AI?
Playbook AI enables revenue teams orchestrate & execute sales playbooks that build more pipeline.
Playbook AI Competitors
Playbook AI Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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(4)
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!
- Business Problems Solved
- Pros
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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.
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.
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.
Reviews
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
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
- lead generations
- tracking
- stability of connections
- ROI tracking but this could be a "ME" thing..
April 01, 2022
Automate your sales.
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.
- Increase productivity of our sales team.