Great features; flexible
Anonymous | TrustRadius Reviewer
October 16, 2018

Great features; flexible

Score 9 out of 10
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Overall Satisfaction with Predictive Playbooks is used by the entire Inside Sales team at our company. This is for tracking communications and prospecting. I have people enrolled in plays and they do not fall off the radar if they are being catered to on InsideSales Playbooks. Calling and emailing is much easier when they're put into one contact and in a "play".
  • Various features of call and email: automated options (E.g. set to send tomorrow at 4 p.m.), recorded voicemails, etc.
  • Ability to share insights and plays - distribute knowledge or success with another team member.
  • Tracking of responses to the emails sent.
  • Email templates allow for formats to be pasted other than just text.
  • CRM integration is simple and easy.
  • Glitches almost weekly or every other week.
  • "NeuralSend", or smart send which should determine best read time, is sent at odd hours.
  • CRM integration disconnects randomly once every few weeks.
  • Productivity
  • Time Management
  • Prospect Organization
The predictive insights have ways to improve. The NeuralSend is supposed to choose the best time to send out emails. However, these are usually sent at strange times in the day or night when we would prefer not to send emails. There is not a whole lot of insights about the individual, minus the ability to check news about the institution through Owler, connect to LinkedIn and Twitter, and basic information related to the person and the entity. It depends on your engagement level how helpful this information is.
The information is not detailed enough to highlight their current needs. Our team does not use those features too much.
This tool is a personal favorite for engagement with clients. It is detailed enough, but perhaps does not provide insight right away (predictive), and may sometimes freeze; these are the only major flaws. I would recommend this tool as it is flexible, and can be personalized, and organizes our engagements efficiently.
The tool is great for an Inside Sales team, prospecting engagements, campaigns, and follow-ups. Perhaps not the best for random sales communication especially mixed with an on-site visit, due to the inconsistency and lack of a prospecting/uniform set of communication need.