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Make Account Outreach Most Effective
July 22, 2018

Make Account Outreach Most Effective

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

Overall Satisfaction with InsideSales.com Predictive Playbooks

I use InsideSales.com Predictive Playbooks to reach out to new clients. It allows me to effectively connect with them via phone, email and social media interactions. InsideSales.com Predictive Playbooks provides an easy road map to reach out to different contacts with the same message. Once you have added the targeted prospect into Predictive Playbooks, it is very easy to stay on top of the constant communication. The system advises you when to reach out them.
  • Easy to use
  • Provides a consistent out reach
  • Allows you to me more efficient in your workflow
  • Emails inside Playbooks have limited capabilities (ie changing fonts)
  • You can overload yourself with tasks if you put too many people into plays
  • Email tracking can be inaccurate at times
  • Allows me to connect with more people
  • Free up time in my day because the workflow is automated
  • It stops me from forgetting to follow up with prospective clients
The browser extension for InsideSales.com Predictive Playbooks is great and easy to use. I have it up every time I am using Salesforce. It is very easy to make my calls and send emails directly through the browser extension. The browser extension has a simple layout that makes it easy to work through your day.
Predictive Playbooks is great to use when contacting new clients that you have never spoken with. It provides you the opportunity to make a good first interaction.

Predictive Playbooks may not be a great tool to use if you already have a current relationship with a client.