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A great tool for building pipelines
Updated October 08, 2018

A great tool for building pipelines

Ryan Owens, MBA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com Predictive Playbooks

InsideSales.com Predictive Playbooks is being used by the entire Inside Sales team. Before we had this tool, all prospecting and recording of those prospecting activities were done manually. Now we can spend more time making calls and sending emails to find new business and less time with administrative tasks. This also allows us to set cadences that work best for our customer base.
  • Creating email templates is very convenient. This way we don't have to start from scratch when we want to reuse a successful play.
  • Seeing the score and ranking keeps things competitive on the sales floor. We want to always be at the top of the leaderboard when it comes to the activity and talk time levels.
  • The business intelligence alerts are very important for me as I'm looking for any reason to call on a prospect.
  • There have been times of major lag and we've experienced crashing of the tool. This can really slow down the progress we are making.
  • I've had issues with pulling the recorded phone calls that I've made.
  • Sorting can sometimes not work if there are a certain number of contacts in the tool.
  • I have been able to blow my number out of the water since getting this tool.
  • The team has been able to exceed quota since implementing it.
  • Conversations have increased and time wasted finding the right contacts has decreased.
I think it's a very simple and intuiting tool to use for every day prospecting activity. If I need to knock out an email campaign, I know I can do it easily through playbooks. If I need to make a few phone calls this is a great tool. It might not be as good if there are a lot of calls to make it one day.
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Playbooks is great for me as I'm prospecting to schools that we don't currently work with. My contact lists are limitless so being able to keep track and look back at past activity makes it easy to keep up. The integration with Salesforce is also incredibly helpful as it keeps track of how many touch points I have had with a prospect.