If you prospect - use InsideSales!
February 14, 2018

If you prospect - use InsideSales!

Niki Ducatte | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com Predictive Playbooks

It is used by the Inside sales team to help track calls and emails as they make appointments for the outside sales reps. It helps with organization of and increases quantity of contacts. It allows us to track several different campaigns and types of clients at the same time. We are able to see what emails are working and what are not, share this information and change on the fly. We are able to see what cadence is having better results and adjust accordingly.

Pros

  • 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.

Cons

  • 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.
  • It increased our call and email volumes which lead to more meetings, which lead to more sales. Simple formula.
Anyone who has inside phone work with calls and emails can benefit from this tool. Outside reps who don't do prospecting and rely on only a few large accounts may not see the same benefits.

Comments

  • Michael Rae | TrustRadius Reviewer
    Thanks for the great review Niki! Furthering and simplifying the Dynamics CRM integration is an important thing to us. Watch out for more on that later!

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