Playbooks Review
February 12, 2018

Playbooks Review

Andrew Fix | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com Predictive Playbooks

Currently, at Infor we are using InsideSales.com Predictive Playbooks as a tool with Infor's CRM to effectively call and log our activities with our accounts and prospects. We have been using Playbooks for about 7-8 months now and it continues to improve its features and functionality. That is beneficial and needed for our business development department.

Pros

  • User-friendly tool and easy navigation.
  • Well designed UI.
  • Ability to log and store information about a prospect within Playbooks.

Cons

  • 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.
  • When Playbooks is working slow or needing something fixed, it is very inefficient for us in business development because we are measured by our interactions.
  • Positive is the ability to click next contact and continue going through tasks needing to be completed.
  • I understand this a newer product but the delays and maintenance periods really affect our daily productivity and causes frustration with reps and using Playbooks.
I think PowerDialer was more efficient and effective but I understand that Playbooks is a newer solution and in the process of eliminating the factors that make our day to day slower. Playbooks has really become a tool that is custom for us as business development reps and I foresee it being the best tool after it's evolved and the kinks are worked out.
Playbooks is well suited for business development reps that are prospecting and want to store information and notes about their prospects/accounts in Playbooks. Playbooks offers the option to go to the next contact at the bottom after contacting someone which makes it nice to continuously call your follow-ups or accounts.

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