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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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(76-100 of 127)Companies can't remove reviews or game the system. Here's why
October 16, 2018
ISDC FTW!
InsideSales.com Predictive Playbooks is used by our entire sales department. It addresses our needs regarding insights in to our individual contacts as well as the companies/institutions we reach out to as a whole.
- The analytics for the timing of calls are ideal for clients in many time zones.
- This tool integrates with our CRM (Salesforce) flawlessly.
- The plays that are available the can be modified and edited on a case by case basis is a clutch feature.
- There are a lot of updates that are pushed through that can slow down the user experience.
- A potential way to send mass emails from lists in various forms: .xls etc
- A way to look/edit contacts and apply already loaded contacts to different plays.
Playbooks is currently being used by our Inside Sales team at HQ. We've used it to help automate our tasks in calls and email marketing. It's helped us regain a lot of time in our work week because there is a strong integration with SalesForce.com. We no longer have to manually enter all of the calls we make or emails we send. This saves us hundreds of hours a week. Through the integrations we've been able to have other parts of the ecosystem still be able to support is in putting together dashboards on our activities taken daily, weekly, etc and it really helps is project our value to the organization.
The dialing platform is one of the best I've encountered. Within Salesforce we can simply click on a client's email or phone number to start an activity. This means the integration automatically creates a record of that effort which saves a lot of time. If a client forwards or reads an email we also get notifications of it within the platform. This helps us keep on top of their activity. The call settings also give us creativity with the caller IDs. Local presence is an excellent feature and helps us get clients on the phone.
The dialing platform is one of the best I've encountered. Within Salesforce we can simply click on a client's email or phone number to start an activity. This means the integration automatically creates a record of that effort which saves a lot of time. If a client forwards or reads an email we also get notifications of it within the platform. This helps us keep on top of their activity. The call settings also give us creativity with the caller IDs. Local presence is an excellent feature and helps us get clients on the phone.
- Salesforce integration saves time and effort.
- Call recordings are crucial for training and professional development.
- Building call and email campaigns as a team help us creatively be pleasantly persistent.
- The intelligence dashboard is difficult to manage and navigate. It essentially is an RSS feed based on the companies you've enrolled in Playbooks. It's initially smart but is a lot of information to go through.
- We cannot effectively manage and sort through our plays. With a team of 30 people who all have 10s of plays we often have to sort through hundreds of plays in order to find what we want.
- Sometimes call recordings don't come through correctly. This is especially annoying because it happens on the longer 30+ minute calls where you're liable to miss some key notes and would like to listen to a recording and retrace your steps.
October 15, 2018
Easy to Use Sales Tool
The sales team at my company uses InsideSales.com to connect with clients for prospecting as well as daily engagement. Connection is via email or phone call and auto voicemails or emails can be created and sent out according to whatever time you select. It also integrates well with the CRM solution that is in place at the company.
- Auto Emails - you can create and send emails at whatever time you think clients will read them.
- Call with Local Presence - You can mask your phone number to that of the callers location to have a higher probability of that potential client picking up.
- Integration - seamless with CRM.
- The product lags at times when using Google Chrome. It can cause you to get a little frustrated, but nothing major.
October 10, 2018
Inside Sales Review
Score 10 out of 10
Vetted Review
Verified User
We use InsideSales to reach clients and InsideSales helps with efficiency in doing so
- You just have to click and dial as opposed to manually dialing the number
- There's voice mails in place that we have already recorded to send to each individual client if they do not pick up.
- We can easily send emails without typing them up because emails are already pre-loaded.
- Loading clients quickly to the play.
- Sometimes there is a lag when switching to the next call
October 08, 2018
Insidesales.com Predictive Playbooks Review
InsideSales is being used as a productivity driver within American Express currently within the account development departments. There was a need to automate the process and help streamline the day to day business of helping clients get the most out of their experience with American Express. It has addressed many needs in the short time I have had the privilege of using it. The main one of course was driving productivity with the click to dial option, as well as the cadence of the outreach from each client uploaded. The addition of the real-time ranking is a real productivity driver for people who are motivated by position. And of course being able to skip tasks, send emails, and set future appointments directly from InsideSales speeds up the process and allows your outreach to increase a great deal.
- InsideSales is excellent at setting the cadence for your daily tasks and appointments.
- The ability to load your clients' information the evening before so you can be ready when you come to work in the morning really speeds up the process of getting your day started.
- And the convenience in being able to set appointments and send an email for almost every instance is helpful in reporting quickly after each call.
- InsideSales.com Predictive Playbooks should draw from CSP or any database holding a lead automatically so that each one does not have to be loaded manually and have to update contact information constantly.
- The InsideSales side window should have an option on where the user would like to have it positioned on the screen.
- Daily tasks should have more plays and options to load clients into so that there are many different opportunities to work throughout the day. Currently, we deal with only new leads until a successful play is executed. There should be more options to continue to work with in-progress clients and follow up with pipeline clients from successful plays.
- If there was a stronger option on how to follow charges of clients in real-time in InsideSales that would be excellent.
October 08, 2018
Playbooks = Home Run
As part of the Inside Sales team, we use Playbooks with both current and Net New clients. Playbooks allows us to to be ultra-prescriptive with our plan of attack, while at the same time touching a mass amount of prospects, which has been a huge roadblock in the past. Playbooks ties together functionality with efficiency, by which I have personally increased the amount of pipeline opportunities week after week.
- Tracks all activity.
- Allow for healthy competition among colleagues.
- Increases productivity, more touches, more responses, more sales.
- Every once in a while can freeze up.
October 08, 2018
A great tool for building pipelines
InsideSales.com Predictive Playbooks is being used by the entire Inside Sales team. Before we had this tool, all prospecting and recording of those prospecting activities were done manually. Now we can spend more time making calls and sending emails to find new business and less time with administrative tasks. This also allows us to set cadences that work best for our customer base.
- Creating email templates is very convenient. This way we don't have to start from scratch when we want to reuse a successful play.
- Seeing the score and ranking keeps things competitive on the sales floor. We want to always be at the top of the leaderboard when it comes to the activity and talk time levels.
- The business intelligence alerts are very important for me as I'm looking for any reason to call on a prospect.
- There have been times of major lag and we've experienced crashing of the tool. This can really slow down the progress we are making.
- I've had issues with pulling the recorded phone calls that I've made.
- Sorting can sometimes not work if there are a certain number of contacts in the tool.
October 05, 2018
No More Overthinking, Make a play and Crush it!
This platform helped with our overall productivity as a marketing/sales team. We are able to be more efficient with our workflows when using Insidesales.com. Overall, we've had a huge spike in KPI's because Playbooks allows us to work and not think as much. The plays take out overthinking or forgetting a daily task.
- The click to dial function and local presence numbers have allowed us to speak with more people.
- The email analytics is amazing when it suggests the best time to email prospects.
- Being able to collaborate email templates in one central location has really helped with team energy and messaging.
- Creating custom players are a little difficult to do. That functionality needs to be simpler.
August 24, 2018
Automation Powerhouse for Dynamics
InsideSales.com is being used by me to take advantage of all of the collected data on individual prospects. The amount of data stored in my email marketing platform, and CRM is too much to manage manually in spreadsheets, and was extraordinarily time consuming. As the only person handling sales development, sales, and managing marketing automation, I needed something that I could set up once and then hop in and get right to the highest-value tasks I can work on. InsideSales.com has allowed me to do just that. It has also allowed me to replace disparate systems through integration with my Dynamics 365 CRM.
- Automation - Just imagine the refreshing feeling of not having to dump marketing data into Excel, and sort it a thousand ways before you think you have a game plan, or even worse having to open each individual lead in Dynamics to take action. I'm about to puke, please don't make me go back there :P
- Providing the services - rock star team to bring the product to life.
- Dynamics 365 Integration - Try to find another tool that is this good that integrates with Dynamics CRM
- Ease of use - I'm a single user and I can manage the system myself.
- Including all of the integration features that SalesForce, but it's coming.
July 22, 2018
Make Account Outreach Most Effective
I use InsideSales.com Predictive Playbooks to reach out to new clients. It allows me to effectively connect with them via phone, email and social media interactions. InsideSales.com Predictive Playbooks provides an easy road map to reach out to different contacts with the same message. Once you have added the targeted prospect into Predictive Playbooks, it is very easy to stay on top of the constant communication. The system advises you when to reach out them.
- Easy to use
- Provides a consistent out reach
- Allows you to me more efficient in your workflow
- Emails inside Playbooks have limited capabilities (ie changing fonts)
- You can overload yourself with tasks if you put too many people into plays
- Email tracking can be inaccurate at times
June 28, 2018
Inside Sales Playbook has been a game changer!
Playbooks is being used by the account management teams here. It has put more time back in our day because it will automatically prompt you into your tasks without having to get into a bunch of different screens. It ensures you have timely follow up.
- timely follow up
- no thought into what you're doing next
- allows you to not forget about following up with something
- developing your own cadence
the InsideSales.com Predictive Playbooks are being used primarily by our mid market Account Managers. It helps us create a contact cadence with email templates and reminders to call customers/prospects and has improved efficiency immensely.
- Click to dial
- Share email templates
- Keep a standard, repeatable cadence to reach your audience
- I've had instances where I was unable to add a contact to a play
- I've had issues formatting the text in emails
June 20, 2018
Best Outreach Solution in the Market
Being tested in the enterprise sales execs within LogMeIn as a targeted outreach marketing solution. We are using it for multi-touch of emails and calls with voicemails to reach new logos and to close existing opportunities. Getting rolled out to more of the organization as we write this.
Best way to market to prospects in my role, allows me to have a great workflow and pick up where I left off if needed.
Best way to market to prospects in my role, allows me to have a great workflow and pick up where I left off if needed.
- Email campaigns - very easy to set up and looks perfect
- Calling schedule to ensure you call AND email effectively over a multi touch campagin
- Voicemails - great feature!
- Adding folks to plays - may be an easier way
- Get overall daily / weekly score that our organization is trying to hit and provide that score to each rep - each day to track and set goals
June 20, 2018
Predictive Playbooks Review
Score 8 out of 10
Vetted Review
Verified User
The business development team uses InsideSales for outbound prospecting and making use of the plays function as well as for validating email addresses. The platform is also used for a quick response to inbound enquiries.
Essentially, InsideSales allows the BDR team to deliver relevant, targeted messaging to relevant prospects, at scale.
Essentially, InsideSales allows the BDR team to deliver relevant, targeted messaging to relevant prospects, at scale.
- Easily navigable user interface.
- Integration with Salesforce, easy to import leads into InsideSales.
- Templates and merge fields make tailored messaging very easy to do.
- Sometimes the user interface stops working - some buttons become unresponsive.
- Sometimes the font in the email that sends is different to the font you chose; also font sizing can be different for no apparent reason.
- When you are looking back over your previous emails you receive a notification that the prospect has read the email, when really it was yourself. This also happens when reading bouncebacks.
Playbooks has streamlined and disciplined our cadence for outbound activity. As an account management team, we thrive on setting meetings with our key stakeholders as well as expanding our footprint within selected organizations. Playbooks gives us the ability to select our key contacts and insert them into a pre-determined outreach cadence without manually tracking the progress of our messaging.
- The flow when running a play is very comfortable, the interface make sit easy to progress from play to play while reading the briefing prior to actually creating an outreach.
- Having the ability to assemble a 'play' and implement it into our outreach, then analyze whether our messaging is successful or not has been valuable. We love the ability to pivot should we see the need to adjust our messaging mid-play.
- Most of our time is spent analyzing and reviewing our territory, personas, and the like.. this feature has enabled us to spend more time reaching out to our contacts and less time combing through data.
- Play management could see some improvement. Right now it can be challenging to add contacts to a particular play due to multiple plays stacking up in the selection box. A folser system would be valuable. The developers at InsideSales have shown a willingness to take customers' input and turn it into usable features. So I anticipate enhancements from a play cataloging standpoint are on the horizon.
- Managing future plays can be improved, it's important for folks using PB to maintain an accurate map of their day. So knowing how many plays are on the books for upcoming days/weeks is very important.
- An alert once a play has been completed is needed. Right now, when a contact reaches the end of their selected play the user is not notified. It is the responsibility of the user to notice that the step is the last one, and when moving through contacts in a 'blitz' environment, it's easy to miss.
May 01, 2018
Prospecting improved
My organization uses Playbooks to call leads from all over the world. We sync it to our own CRM software and it integrates well by updating next call dates, etc. Playbooks also syncs to our Outlook email and lets us know when a prospect has emailed us back.
- Playbooks integrates well with CRM software.
- The ability to call internationally is a huge plus as I deal with a global market.
- Local presence within the United States is great.
- The local presence does not work outside of the United States.
- I would like the ability to sort my leads by "area of interest" or product
- I would also like the ability to sort my leads by area of the world. (time zone)
April 25, 2018
Why InsideSales.com is a gamechanger for us!
We currently use ISDC as our primary prospecting tool for our outbound lead generation activities. Currently it's being used by our commercial inside sales team and is being rolled out to our public sector team as well. We have also integrated the tool into our opportunities management of existing projects.
- Provide great strategy around connecting with contacts, recommending multiple means of communication as well as timing.
- Determines which methods, as well as times, that will likely have the highest success rates.
- Tracks the engagement of contacts with respect to opening emails.
- Provides insights around news, position changes, etc. of the companies we're prospecting.
- Greater ability to modify emails, font and size of those emails.
- Provide better tracking of prospecting multiple contacts within an account.
April 23, 2018
Honest opinion
Playbooks is used by our DSS and BDR team. It helps us automate and task different prospects to efficiently contact them in a manner which best fits our Sales style. Using Exchange and trying to keep up with various prospects gets overwhelming especially with outbound motion that is my main objective as a BDR. Keeping it simple and resolute helps us expand our network, and even if we do not collectively close the deals with our prospect we are doing side marketing with the automation and flexibility of Playbooks.
- With Playbooks, it allows you to customize when and how to touch the prospects which helps with all various type levels of prospects. From your C level down to your admin, you can customize Playbooks with how to speak and market to them.
- The playbooks automation helps by touching multiple prospects of the same industry and title. It gives you a broad aspect to gain more responses.
- Power dialer within Playbooks helps save time when calling multiple tasks in one sitting. It may only cut off 1/2 a second but adds up to minutes which leads to hours within the year that you can use to better your sales.
- When automation is used and plays are set, then when a prospect responds, their is no automatic pause for the play. Like when the customer says"please stop emailing me" but we do not get to reply in time, or if it is a positive reply, the prospect still receives another email because the task is set to 1 day or we did not get to them in time before the auto-email sends. Adding an auto pause feature when a prospect replies would help exponentially.
- When using Playbooks and adding in contacts from the account page 50% of the time it will log you out of SFDC and you will have to disconnect and reconnect. Not sure if this is an update error or a programming error.
- When exporting reports to Excel feature, maybe Playbooks can put an import version because with the lead and contact view on SFDC we cannot create certain mass import lists because it does not include what we want in the report.
April 23, 2018
Review of InsideSales by a peculiar daily user
Inside Sales is using within a unique department - the Inside sales department. It helps us to report our activities within Saleforce.com thanks to the plugin integrated inside it - that allows us to have a clear view of what's being done and by who. It's a great help to gather data information regarding our pipeline.
- Helps us gather all the data for an inbound and outbound effort in one place
- Easy to use, user-friendly, and can gather every step of a sales process
- Great tool to generate data reporting within SFDC
- Make the prospecting very easily and trackable
- There is often an issue with inside sales covering the wrong part of the page when used in collaboration with Sales Navigator - can be done differently
- Inside Sales should also be being able to acknowledge what has been sent on Linkedin as a touch contact within a play
- It's lacking the change of the order of a play or the content in a play once it's done
- It would be nice to be able to track the reply once a customer has been answering - a bit like Hubspot is doing it
April 20, 2018
Very Good to Stay Organized and Be Proactive
InsideSales.com Predictive Playbooks (ISDC) is being used by our virtual team - two units based in RTP and Salt Lake City.
- Tasks - keep me focused on the right people at the right time
- Follow up and continued touch points to keep in front of customers and prospects
- Expand out presence with our customers - expand technologies that are used by our customer base
- Find net new customers by a particular technology that can impact their buisness
- It glitches out sometimes and drops out of plays
- More flexibility to skip steps and go back
April 18, 2018
Manage Your Leads Better
Predictive Playbooks is being used by one of the newest sales/marketing divisions of our North American market. The entire organization is not using Playbooks because some of the legacy products and representatives are still utilizing an older CRM (Oracle). The software helps our management evaluate trends and best practices with leads and opportunities. The software also helps automate the activity of each sales representative based on predefined filters. The software allows for features like contact reminders, appointment scheduling, and automatic emails. This software adds the ability for users to have more control and insight of their prospect and customer data fast.
- Playbooks help keep a consistent flow for the representative to follow day to day.
- Playbooks help provide insight into the prospect quickly before contacting them
- Playbooks help representatives track how they are stack ranked against their peers.
- Noticed bugs with businesses corresponding with time zones
- Noticed leads being worked within the program that had already recently been contacted
- Noticed there could have been more filter options for narrowing down prospect information
April 13, 2018
Best Sales Program I have ever used
I use Insidesales.com on a daily basis. It is by far, the best sales program I have ever used. I have been in Sales/Customer service for 15 years and this program has greatly increased my productivity and helps me get every possible attempt out of a potential sale that is available. Not only does it help me manage my time in how I contact my customers, but it also presents the best way to reach my customer. It helps by collaborating every piece of important information needed about my customer into a single place - which helps reduce amount of time seeking the information needed before making a call. It gives me the option to include an email template for sending emails quickly, it includes a LinkedIN template for sending LinkedIN messages & a 1 click quick access to a customers LinkedIN profile, it also includes an outbound template option for verbal communication. All around, it is the best Sales Program I have ever used and I highly Recommend it. A+++
- Allows me to create my own email template & easy access for quick electronic communication
- 1 click quick easy access to customer LinkedIN profiles
- Collaborates all pertinent customer information into an easily viewable section
- A good disposition section to document the outcome of each contact
- Large section for putting notes
- Easy to edit customer information
- The program itself is great & they are constantly making it better
- I don't have any recommendations that would make the program any better then it already is - It's Great!
April 13, 2018
Sales AM on Predictive Playbooks
Predictive Playbooks is used by our organization for calling into leads, prospecting accounts, and inviting our customers to webinars and events. Currently, InsideSales is being used by our commercial team and will later be implemented across the entire global Virtual sales at Cisco. It holds us accountable for calling into accounts that are enrolled into a play. Each play has a series of steps for calls, emails, social media etc., and with the neural score filter, it lets us know when we need to contact this person and why.
- Neural Score - Which actions are most imminent
- Streamlined Messaging - preloaded emails, voicemails that align to why you are contacting the customer
- Share - Allows you to create your own messaging and share it with your team for them to use or manipulate
- Duplicate leads or plays for accounts
- Too many steps to mark a play as successful and remove from your queue
- Doesn't show the last email messaging you sent to the contact unless you used the preloaded one in the play
April 11, 2018
Outreach the easy way
At our company pre-sales/business development are the main users of playbooks for the client and potential client outreach. I used to be in that role and I'm still able to use it. Playbooks enable you to schedule your days with emails/phone calls and help keep you on track hit targets for the day. You are able to keep up with the day-to-day tasks and also have preset emails and voicemails at your disposal.
- Schedule your day and keep you on track as it is easy to get in a lull at an office job this task/completion methodology definitely helps.
- Have preset templates to efficiently get your tasks done throughout the day.
- Playbooks help to let you know when clients actually open an email and how they are interacting with it. This can help with timing of calls and follow-ups based on them receiving your emails.
- Sometimes plays/ tasks will occur multiple times after completion but that's my only complaint.
April 11, 2018
IDSC as a Cisco VSAM
We are currently using ISDC within our department. I started the pilot in August of 2017 with a small team in commercial sales. Since then, we have rolled it out to the entire commercial sales team. The public sector team will be rolling it out to them as well.
Business need is addressed by being able to keep track of our deals that we have in the pipeline, and by using plays that reminds us to call the customer and reach out to the partner. In addition, it gives us plays to reach out to whitespace accounts to try to make traction with customers that we have not sold to before.
Business need is addressed by being able to keep track of our deals that we have in the pipeline, and by using plays that reminds us to call the customer and reach out to the partner. In addition, it gives us plays to reach out to whitespace accounts to try to make traction with customers that we have not sold to before.
- ISDC has been great for upside deals that we are tracking to keep on top of them and try to pull them in to commit.
- ISDC has helped me to touch a lot of customers that I may not have been able to reach out to so quickly and easily without the tool.
- ISDC has helped to clean out our contacts with SFDC but going through leads quickly and realizing that is not the correct contact and going to find who the correct contact is.
- Need better leads through SFDC to put into plays so that we are able to expand out account pen rate.
- Having ISDC and SFDC speak with Cisco ready and other reports to ensure that we know what the customer already HAS on their network and make it easier to build a player to cross-sell.