Playbooks Application for Account Management – PoC Initial and Continued Outreach
June 20, 2018
Playbooks Application for Account Management – PoC Initial and Continued Outreach
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with InsideSales.com Predictive Playbooks
Playbooks has streamlined and disciplined our cadence for outbound activity. As an account management team, we thrive on setting meetings with our key stakeholders as well as expanding our footprint within selected organizations. Playbooks gives us the ability to select our key contacts and insert them into a pre-determined outreach cadence without manually tracking the progress of our messaging.
- The flow when running a play is very comfortable, the interface make sit easy to progress from play to play while reading the briefing prior to actually creating an outreach.
- Having the ability to assemble a 'play' and implement it into our outreach, then analyze whether our messaging is successful or not has been valuable. We love the ability to pivot should we see the need to adjust our messaging mid-play.
- Most of our time is spent analyzing and reviewing our territory, personas, and the like.. this feature has enabled us to spend more time reaching out to our contacts and less time combing through data.
- Play management could see some improvement. Right now it can be challenging to add contacts to a particular play due to multiple plays stacking up in the selection box. A folser system would be valuable. The developers at InsideSales have shown a willingness to take customers' input and turn it into usable features. So I anticipate enhancements from a play cataloging standpoint are on the horizon.
- Managing future plays can be improved, it's important for folks using PB to maintain an accurate map of their day. So knowing how many plays are on the books for upcoming days/weeks is very important.
- An alert once a play has been completed is needed. Right now, when a contact reaches the end of their selected play the user is not notified. It is the responsibility of the user to notice that the step is the last one, and when moving through contacts in a 'blitz' environment, it's easy to miss.
- Most of our time is spent analyzing and reviewing our territory, personas, and the like.. this feature has enabled us to spend more time reaching out to our contacts and less time combing through data.
- Coming together as a team to create meaningful, targeted messaging for specific personas has helped or outreach dramatically and shows HUGE improvements to our success in making initial contact.
- Discipline for our reps to continue a 7-10 step outreach cadence has always been a struggle. We relied on our own tasks or reminders to track our outreach, so PB has automated this process taking the burden off of our reps.
We did not use any alternative solutions previously so my knowledge is lacking in this department. However we used SFDC Tasks feature to track our outreach and this is a huge improvement to that workflow.