Playbooks is great and only getting better
February 22, 2018

Playbooks is great and only getting better

Emmett Turley | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Predictive Playbooks

Our Business Development department uses Predictive Playbooks to move marketing leads into the sales pipeline. We put prospects into plays that we make ourselves depending on what campaign we are running and use Playbooks to track 20-100 different contacts at a time. The most valuable aspect is the automation of creating next steps instead of having to manage each contact individually.


  • Organizes cold contact into touch plans
  • Allows you to take notes on each individual contact
  • Integrates with Salesforce


  • Reducing bugs and downtime of certain features
  • Improving the time for a page to load on Salesforce
  • Making notes on a given prospect searchable by keyword
  • It has reduced time spent creating tasks
  • Allows notes to be organized, saving time
  • Helps me structure my touch plans my way
I have used instant dialers before but they fall short on the organization of the contacts and don't allow you to customize your features as much. That being said, the dialers are simpler and often had less down time and bugs as a result. Overall the task organization is the biggest difference.
Well suited for when you are trying to handle a large amount of incoming prospects leads that have already been authenticated by a marketing team. Might not have as many features as one would like for only a few prospects, and would not be the most efficient way to upload and track hundreds of targets.


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