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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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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
Playbooks helps
This is being used by the company for sales cadence in order to ensure that we are reaching out to businesses and making a strong attempt at reaching managers and business owners so we have a better chance at selling product.
- Drives a solid cadence.
- Keeps things organized and easy to use with reminders for to-dos.
- Separates from other systems so integration seems to be just a little more difficult.
March 15, 2019
Sales representative loving the pipeline management.
InsideSales.com Predictive Playbooks is being adopted across the company. It is extremely useful for time and account management. The tool organizes and schedules your tasks for the day. This ensures that all accounts and receiving consistent activity. Consistent effective activity on prospecting accounts is vital to a growing business. This innovative product helps solve many problems.
- Organize your accounts that need to be contacted.
- Automated voicemails give you more time to be productive.
- Email templates are very easy to use and customize.
- Less clicks from an account to start a call.
- More account information visible from the dialer.
- Less clicks to add another call to the process for accounts with multiple phone numbers to call.
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
Helpful!
Playbooks is used by our Business Development Department to help organize and plan when developing an effective sales cadence.
- Playbooks easily integrates sales cadences on a daily basis and makes it easy to plan for the day.
- Accounts are automatically loaded into the Playbooks system making it easier to keep track of what is needed.
- The system shows incoming calls with ID, making it easier to prep for unexpected incoming calls.
- Implementing playbooks for the first time can involve a lot of busy work on the initial use.
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
Easy & Efficient!
We recently acquired Playbooks to implement as our dialer to make outbound calls linked to Salesforce. It is extremely efficient, easy, and convenient. Working in a fast-paced sales position, having a program that is quick, easy, and user-friendly is extremely important. It integrates perfectly with Salesforce, Gmail, and Yesware. I recommend it to anyone trying to improve their prospecting skills and see more of a conversion rate.
- Keeps you organized.
- Makes prospecting efficient.
- Has a TON of different account views so you can separate your accounts by time zone, segmentation, and so many others.
- I wish you could use it for more than just prospecting accounts.
- Integrate with Yesware better. For example, if you email out of Yesware through Gmail instead of Playbooks, have it still log in Playbooks.
We have just implemented it across all of our sales offices and we are utilizing it for outbound and inbound activity. It addresses tasks management, saves times, and allows me to also keep track of everything cleanly as it is easy to send notifications to my calendar.
- Awesome job at task management!
- Great job at organizational and calendar scheduling.
- Takes away the manual aspect of the day to day, makes my day much cleaner and efficient!
- The template aspect for emails is quite congested.
- When you type in the placeholder value and backspace, often times it erases too much of the message.
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
Efficiency at its greatest
Groupon uses Playbooks for outbound calls and emails for our accounts. It helps us make dials easier and get in touch with merchants quicker. It allows us to see exactly what stage each account is in making it super easy to stay on top of tasks. Playbooks also lets us know how many to-do tasks we have each day so we know how many people we should be contacting based off of what stage they are in.
- Being able to schedule calls and add them to your Gmail calendar
- Clear interface that is easy on the eyes and easy to use
- Prioritizing tasks
- Including the contact's name and not just the number/email
- Display side by side mode that merges better with Salesforce window
- Make deleting accounts easier
March 14, 2019
The best tool on the market!
Our business development reps are currently utilizing Playbooks through InsideSales to help them prospect their accounts more effectively. Ultimately, the tool has provided a better and more efficient process for our sales reps. For example, on day two of rollout, one of our reps completed 118 touches vs. their standard 50!
- The depth of touches on accounts - reps are able to hit multiple touches per account vs. just 1 per account.
- Ease of use - the tool has integrated seamlessly into Salesforce and the reps' day to day processes.
- Integration with Salesforce - InsideSales.com developed Playbooks as a Chrome extension allow users to experience quick and agile updates.
- Importing reports from SF into Playbooks.
- Improved email tracking functionality - the feature functionality could be improved to match other email competitors.
- Better admin and onboarding experience for admins - this process has been clunky and needs to be refined. For an admin that has to manage this for more than 50 users it will be extremely bulky. We will be pushing significantly more users than 50 and are running into trouble with the organization of the admin functions.
March 14, 2019
Great Organization Tool
Score 9 out of 10
Vetted Review
Verified User
Playbooks is an organizational tool that we are using to help both call and email cadence. It improves overall organization with the reps and it makes it harder to lose track of accounts. It is a great way to plan your day, and it takes out a lot of the busy work from our job.
- Organization with day to day tasks
- Time Efficiency- there is a very clear next step
- Easy to navigate
- Hard to implement at first, but once you are on track with the cadence it is seamless.
- Random glitches sometimes but refreshing it usually makes that go away
- I have had some issues with email templates not auto filling with the business name and contact name
March 14, 2019
Making It Easier
Score 9 out of 10
Vetted Review
Verified User
The product is being used to standardize best practice cadence throughout the department. It solves the problem of inconsistent practices and increases the efficiency of employee efforts.
- Organizes information
- Allows for easy correspondence
- Clearly outlines expected steps
- Standardizes contact efforts
- No areas identified
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 14, 2019
InsideSales.com Predictive Playbooks Integration
Score 7 out of 10
Vetted Review
Verified User
InsideSales.com Predictive Playbooks is being integrated across the sales department slowly. The goal is to solve problems with cadence or account management and organization.
- InsideSales.com Predictive Playbooks is easy to navigate and sort through daily tasks. They can be sorted by step number in play, timezone, segmentation, etc. This saves time when going through daily tasks.
- InsideSales.com Predictive Playbooks integrates with Gmail and our CRM - Salesforce to ensure that all emails and calls are accounted for and that there is no duplicate activity.
- InsideSales.com Predictive Playbooks allows you to skip steps in a play or remove accounts from plays and schedule calls in plays so that you are able to customize your play by account.
- When InsideSales.com Predictive Playbooks was first integrated, there was a very tedious manual process for updated accounts on our CRM to Playbooks. It did not help with time management. A more seamless integration process would be helpful.
- We are unable to undo emails sent through InsideSales.com Predictive Playbooks.
- Loading accounts on our CRM take a while if loaded through InsideSales.com Predictive Playbooks.
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.
March 01, 2019
Predictive Playbooks is awesome!
Score 10 out of 10
Vetted Review
Verified User
It is currently being used by our inbound sales department and will eventually be used by all sales departments across Groupon. It is used as a power dialer as well as a tool to organize and work through leads.
- Quick and easy outbound call dialing
- Pre-recorded voicemails and easy to use email templates
- Organizes leads so you can work through them efficiently
- The only thing I have trouble with is sometimes a lead won't come out of my name even if I completed all the tasks, so it looks like I have much more tasks to be completed than I actually do.
March 01, 2019
It is straight to the point
Score 9 out of 10
Vetted Review
Verified User
Playbooks is being used by our entire company as a way to help us get organized. It helps prioritize leads and schedule them out as our day progresses. It also assist us on how we connect with these new accounts.
- It helps cut out all the middle work. For example: leaving voicemails, using reports to track progress and sending out general emails.
- It organizes your day for you with scheduled reminders and tasks
- It links up with any other software we use. Makes updating data sufficient.
- Sometimes it holds accounts in your name for way to long.
- It has you log in every day to the other tools we utilize. I wish it would just sync.