Honest opinion
April 23, 2018
Honest opinion
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with InsideSales.com Predictive Playbooks
Playbooks is used by our DSS and BDR team. It helps us automate and task different prospects to efficiently contact them in a manner which best fits our Sales style. Using Exchange and trying to keep up with various prospects gets overwhelming especially with outbound motion that is my main objective as a BDR. Keeping it simple and resolute helps us expand our network, and even if we do not collectively close the deals with our prospect we are doing side marketing with the automation and flexibility of Playbooks.
- With Playbooks, it allows you to customize when and how to touch the prospects which helps with all various type levels of prospects. From your C level down to your admin, you can customize Playbooks with how to speak and market to them.
- The playbooks automation helps by touching multiple prospects of the same industry and title. It gives you a broad aspect to gain more responses.
- Power dialer within Playbooks helps save time when calling multiple tasks in one sitting. It may only cut off 1/2 a second but adds up to minutes which leads to hours within the year that you can use to better your sales.
- When automation is used and plays are set, then when a prospect responds, their is no automatic pause for the play. Like when the customer says"please stop emailing me" but we do not get to reply in time, or if it is a positive reply, the prospect still receives another email because the task is set to 1 day or we did not get to them in time before the auto-email sends. Adding an auto pause feature when a prospect replies would help exponentially.
- When using Playbooks and adding in contacts from the account page 50% of the time it will log you out of SFDC and you will have to disconnect and reconnect. Not sure if this is an update error or a programming error.
- When exporting reports to Excel feature, maybe Playbooks can put an import version because with the lead and contact view on SFDC we cannot create certain mass import lists because it does not include what we want in the report.
- Rep productivity is one of the biggest factors in why I think Playbooks works outstandingly. When reps come in they do not have to think what is next on their to do list because it either automates it for you or you can see your task for the day.
- Rep efficiency most definitely has been seen. Emails and being able to customize it to who you are helps be personable to the pending prospect or customer. Its not another automated email from so-and-so company.
- Getting new opportunities from just the sheer factor that Playbooks is able to keep you on track is the biggest plus.
- Outreach
With Outreach, when sending an automated email and someone replies, it pauses the play until you answer it or tell the play to continue to stop from bombarding prospect/customer. Importing prospects is easy because you can do it in a CSV file instead of in SFDC. Lead and contact view does not have all the customization that creating a report does, so being able to export from SFDC and import it into Outreach is a huge plus for a lot of people. Making plays and sharing it with people in your team is easy as well.
Plays in Playbooks are shareable but only if exported. In Outreach, everything is a view for everyone, not just for managers. Users can set it to private or public in an instant versus exporting then importing.
Plays in Playbooks are shareable but only if exported. In Outreach, everything is a view for everyone, not just for managers. Users can set it to private or public in an instant versus exporting then importing.