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A game change for sales task automation!
February 22, 2018

A game change for sales task automation!

Amanda Da Silva | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com Predictive Playbooks

The solution is used for sales task automation and sales task tracking/reporting. It is only being used by the sales team. Prior to using Inside Sales, there was no sales task automation beyond our Salesforce CRM tool.
  • Power Dialer - You can increase daily sales prospecting outreach and engagement.
  • Email Open Alerts - Very valuable tool for sales prospecting outreach that helps you prioritize follow ups throughout the day.
  • Leaderboard - Keeps the team motivated to outperform each other.
  • CRM Data Sync -- Too many clicks involved to update new data from CRM into InsideSales
  • Successful Plays - This should be categorized into 2 categories: successful, interested and successful, not interested.
  • Removing contact from plays - It should be automatic once the play is marked as successful.
  • Increase Sales Prospecting Outreach Numbers
  • Gives sales teams more visibility into their performance
  • Provides a healthy, competitive environment for sales teams.
I haven't used a similar product in the past.
The solution is best suited for sales task automation, but its not specific enough to generate detail, from a reporting perspective on how successful the calls were. The options for call results are too vague and not specific enough to common sales scenarios. For example, Hung Up should be a call result option, since that is bound to happen no matter how successful you are as a salesperson or not. Also, request more info (email, callback, demo) or further engagement should be an option to measure how well a sales rep is progressing during the sales prospecting process.