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InsideSales Playbooks

InsideSales Playbooks
Formerly XANT Playbooks

Overview

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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Recent Reviews

TrustRadius Insights

Playbooks by InsideSales.com is a valuable tool used by various departments and organizations to streamline sales processes, enhance …
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Game Changer

10 out of 10
April 12, 2019
Incentivized
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 …
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Playbooks 101

6 out of 10
March 19, 2019
Incentivized
We are using Playbooks as a cadence account management tool. This allows representatives in my position to monitor and manage the accounts …
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Playbooks is great!

9 out of 10
March 18, 2019
Playbooks has been implemented across all sales divisions at Groupon. It is addressing the issue of tracking your own cadence and allowing …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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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…

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://www.insidesales.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

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

Screenshot of Playbooks DashboardScreenshot of Editing a RecordScreenshot of Creating an EmailScreenshot of Adding NotesScreenshot of Scheduling a CallScreenshot of Viewing Task List

InsideSales Playbooks Integrations

InsideSales Playbooks Competitors

InsideSales Playbooks Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesGlobal, North America, South America, Europe, Asia
Supported LanguagesEnglish

Frequently Asked Questions

Outreach and Salesloft are common alternatives for InsideSales Playbooks.

Reviewers rate Usability highest, with a score of 3.3.

The most common users of InsideSales Playbooks are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(157)

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!

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.

Attribute Ratings

Reviews

(126-127 of 127)
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Niki Ducatte | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Their automated voicemail is a true time saver.
  • Being able to duplicate a play in Playbooks is a huge help. You can alter a few steps and have a brand new play in moments - I love things that save time.
  • One of my big requests is to have the option to embed files in an email - or have the choice to embed or attach a file.
  • I am sure this is on the way, but enhance the features offered inside of Dynamics.
February 12, 2018

Playbooks Review

Andrew Fix | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • User-friendly tool and easy navigation.
  • Well designed UI.
  • Ability to log and store information about a prospect within Playbooks.
  • Ability to sort contacts/prospects by different categories and able to customize how your day is set up for calling.
  • Occasionally have issues with the speed of Playbooks.
  • The size of certain navigation screens, I wish I had the ability to change the size of it to view better or allow me to have a better view into my CRM.
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