Up and coming platform with a host of functionality, still working out a few kinks
February 16, 2018
Up and coming platform with a host of functionality, still working out a few kinks
Score 6 out of 10
Vetted Review
Verified User
Overall Satisfaction with InsideSales.com Predictive Playbooks
InsideSales.com Predictive Playbooks is being used across my department as well as in our other business hubs by similar departments. We use it as a prospecting tool to help guide our outreach and track any connection we may make with prospective customers. It is used on a daily basis by roughly 30 people in my direct office for these purposes. This is our one-stop shop to ensure that we are consistent in our practices and utilizing other's knowledge in the timing of our outreach.
- Pulling data/leads from CRM, Playbooks makes it very easy to import information and set up your lead to be put in a prospecting cadence and called/emailed
- Organizing schedules, Playbooks offers a great way to set up plays with integrated templates so that you can easily work through your day and plan ahead over your week
- Email Templates, Playbooks has a very easy to use formatting platform for setting up and utilizing your email templates. You can have it fill in fields from information on your leads and send your email when it statistically makes the most sense
- Integration with our CRM has been difficult. While it is easy to pull information into Playbooks, it is difficult to have Playbooks update fields within our CRM
- Using Neural Send, I know this is a newer function, but it doesn't seem to be working as intended and will send emails in the very early hours of the morning if not double checked. I quite often find myself manually updating send times
- Automatic updates, I will have to uninstall and reinstall the application whenever an update fails. In my time using the platform this happens about 50% of the time it updates
- Positive, consistent outreach that is measurable and adjustable to improve and update practices while seeing results
- Positive, The time I have put into creating email templates within Playbooks has directly impacted the time it takes me to send emails. I have a plethora of emails right at my fingertips to use
- Negative, the time that it typically takes to work through your cadence and day is less efficient than some of the other tools out there. I don't want to know how much time I spend waiting for pages to load and Playbooks to update.
I was not a decision maker in choosing to utilize Playbooks. I would actually prefer to use SalesLoft as that platform was much smoother and easier to use. The pop-out email boxes felt like they were similar to what we are all familiar with in outlook and It was easy to adopt. Playbooks works well for what it is worth, but I think it is far from being the top tool out there.