Manage Your Leads Better
April 18, 2018

Manage Your Leads Better

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com Predictive Playbooks

The browser extensions ease of access and simple integration with our Salesforce CRM makes using the Playbooks program perfect for my lead development role here. I have a ton of favorites saved on my computer and this programs accessibility as a Chrome extension ensures it is the first thing I open with my CRM.
Predictive Playbooks is being used by one of the newest sales/marketing divisions of our North American market. The entire organization is not using Playbooks because some of the legacy products and representatives are still utilizing an older CRM (Oracle). The software helps our management evaluate trends and best practices with leads and opportunities. The software also helps automate the activity of each sales representative based on predefined filters. The software allows for features like contact reminders, appointment scheduling, and automatic emails. This software adds the ability for users to have more control and insight of their prospect and customer data fast.
  • Playbooks help keep a consistent flow for the representative to follow day to day.
  • Playbooks help provide insight into the prospect quickly before contacting them
  • Playbooks help representatives track how they are stack ranked against their peers.
  • Noticed bugs with businesses corresponding with time zones
  • Noticed leads being worked within the program that had already recently been contacted
  • Noticed there could have been more filter options for narrowing down prospect information
  • Since the inception of Playbooks my sales productivity (Calls & Emails) has increased by 9%
  • Since using Playbooks I have saved time by gathering contact information that is already within the software
  • Inside Sales has made it easier to measure my activity as it stands against my entire team.
I was not a decision maker in the purchase of Inside Sales.com but, it has impacted the manageability of my workload in addition to what Salesforce support I have.
A big focus for our organization was utilizing Playbooks for streamlining the calls and emails that make up a majority of the activity for a business development representative each day. It has definitely proven to help me speed up the process of making contact with my leads and following up with them when they respond to my reaching out.