+ XANT Playbooks = A Winning Pair
March 31, 2021 + XANT Playbooks = A Winning Pair

Michael Rae | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with

  • Call Review
  • New Hire Onboarding
We primarily use for call review. It is used across most of our customer success organization, in addition to our sales org. This is done in large part via the XANT Playbooks integration.

Personally, I find however that the most advantageous feature of the platform is sharing out quality recordings to new hires and partners that I am responsible for onboarding.
  • I love how I can skip a long winded person in the playback, in just a click.
  • Seeing the video and the people talking together is a big step ahead of the standard Zoom recordings.
  • Searching for calls is awesome. If I want a project kickoff call, I just ask for them, and I get them!
  • I would love to be able to send or even just copy a link to the recording from the call follow up email. Logging in each time is a pain.
  • I would like to relate the call to an account manually. I never know which account a partner call may relate to since they are part of multiple accounts.
  • Next Steps is cool, but it often misses the things I deliberately try to make it pick up. One of my customers is a customer too, and we try this a lot of calls. It seldom gets the key things.
  • The time savings of being able to give a new hire a recording of a well presented call is so much better than if I had to manually search for those.
  • Having a new rep watch a call in faster than real-time speed makes for more time to focus on good examples and less time on the non impact items.
I chose, because I had no choice, it was chosen for me. I have seen my customers using ExecVision,, and Call Miner amongst others in the space. I can't say that any are better than the others, but the customers tell me about it much more often, so that says a lot.
At XANT, we couple with our Playbooks tool to record and analyze all calls places as part of our Plays (cadence). This happens automatically in the background and requires zero end user input.
With our team being remote, one of the ideas that I implemented was a team roundtable to talk through any technical questions that the team was running across. This took the place of multiple conversations that we had at our desks previously. We use in the calls to take notes, and only provide a high level bullet list to people who were unable to attend, so they can find answers to their problems. This makes it so the dedicated notetaker can now participate in the meeting!
I have not engaged with any of these offerings. I was given a license and figured out how to do everything on my own, with minimal knowledge base assistance needed.
I think that this tool belongs in every customer facing organization. It makes it so easy to document calls. I feel that something is missing in the parts of my team that do not have access. I like how it will stay out of internal calls by default, but I have the ability to add it in. Leadership meetings, it is not appropriate, but I love to have it taking notes on team trainings.