Playbooks is great
November 01, 2018

Playbooks is great

Rob Kennedy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Predictive Playbooks

Playbooks removes so many steps in my process. What would take 10 minutes now takes less than 1. Definitely can't imagine working without this tool. While Playbooks is a game-changer, there are some imperfections (all minor). Sometimes automatic emails take awhile to send. Time management! I want to spend my time having conversations with people, not entering data and searching for contacts. Playbooks saved the day.
  • Helps with time management
  • Helps with organization of prospect/customer data
  • The insights section links right to the company's linkedin page
  • Some auto emails do not send right away
  • Sometimes the analytics about who clicks links within emails is off
  • Efficiency
  • Peace of mind
It makes my life easier by saving time.
Anytime you need to make calls or send emails AND log them in CRM...Playbooks is useful.