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Outreach the easy way
April 11, 2018

Outreach the easy way

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com Predictive Playbooks

I would rate it at this point based on how easy it was for me to learn how to use it as well as help others get on board as they came into the company. There are ways to test plays and it easily labels things, also having issues with any of the tool the support is great and will take care of you.
At our company pre-sales/business development are the main users of playbooks for the client and potential client outreach. I used to be in that role and I'm still able to use it. Playbooks enable you to schedule your days with emails/phone calls and help keep you on track hit targets for the day. You are able to keep up with the day-to-day tasks and also have preset emails and voicemails at your disposal.
  • Schedule your day and keep you on track as it is easy to get in a lull at an office job this task/completion methodology definitely helps.
  • Have preset templates to efficiently get your tasks done throughout the day.
  • Playbooks help to let you know when clients actually open an email and how they are interacting with it. This can help with timing of calls and follow-ups based on them receiving your emails.
  • Sometimes plays/ tasks will occur multiple times after completion but that's my only complaint.
  • The overall average of activities have definitely seen an uptick with the help of playbooks.
I honestly didn't have a choice as it was rolled out to us by management but Im glad it did as we had just a power dialer in previous times and there was no comparison of playbooks functionality.
I would say it is best suited for scheduling, task completion especially when it comes to phone calls and emails. it will definitely enable you to feel good about your day as well as organize it. On the other end, I would say if you're not doing client outreach it may not benefit you.