Playbooks, necessary for time saving with effort tracking in SalesForce.
October 15, 2018

Playbooks, necessary for time saving with effort tracking in SalesForce.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Predictive Playbooks

Playbooks is currently being used by our Inside Sales team at HQ. We've used it to help automate our tasks in calls and email marketing. It's helped us regain a lot of time in our work week because there is a strong integration with We no longer have to manually enter all of the calls we make or emails we send. This saves us hundreds of hours a week. Through the integrations we've been able to have other parts of the ecosystem still be able to support is in putting together dashboards on our activities taken daily, weekly, etc and it really helps is project our value to the organization.

The dialing platform is one of the best I've encountered. Within Salesforce we can simply click on a client's email or phone number to start an activity. This means the integration automatically creates a record of that effort which saves a lot of time. If a client forwards or reads an email we also get notifications of it within the platform. This helps us keep on top of their activity. The call settings also give us creativity with the caller IDs. Local presence is an excellent feature and helps us get clients on the phone.


  • Salesforce integration saves time and effort.
  • Call recordings are crucial for training and professional development.
  • Building call and email campaigns as a team help us creatively be pleasantly persistent.


  • The intelligence dashboard is difficult to manage and navigate. It essentially is an RSS feed based on the companies you've enrolled in Playbooks. It's initially smart but is a lot of information to go through.
  • We cannot effectively manage and sort through our plays. With a team of 30 people who all have 10s of plays we often have to sort through hundreds of plays in order to find what we want.
  • Sometimes call recordings don't come through correctly. This is especially annoying because it happens on the longer 30+ minute calls where you're liable to miss some key notes and would like to listen to a recording and retrace your steps.
  • 100's of hours back in our week due to Salesforce Integration!
  • We have more clients answering the phone due to creative caller ID solutions.
  • We can standardize our messaging by partnering with Marketing to help build plays and auto-enroll certain contacts based on messaging.
The dashboard takes some getting used to but once you get the hang of it, it is not too bad. There is no mobile functionality which is unfortunate. Often times we've had issues with Chrome crashing or Playbooks not working after updates. And we've seen our browsers slow down quite a bit. Overall though the extension helps us keep top of mind as we use SalesForce throughout the day.
Playbooks is good for high level client engagement in more specific campaigns based on persona and product. If you have a contact list that is too long you can clog up your workflow and pipeline which is really difficult to manage once you have too many plays going at once.


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