Inside Sales Playbooks review!
November 01, 2018

Inside Sales Playbooks review!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com Predictive Playbooks

It's being used by my department, the BDR organization. It's being used to address the difficulties that exist within an organization surrounding outreach and staying in touch with prospects. It's very difficult to stay up to date with each and every person you're reaching out to at all times, and Playbooks helps add some clarity in the noise.

Pros

  • Plays. Allowing you to set up and manage specific plays that are tailored to users, geographies, companies, etc
  • Ease of use: After learning how to get it set up, it's very easy to use and learn
  • Technology. The add-on is packed with technology and is easily added onto your CRM stack

Cons

  • Timing: Sometimes it is very slow
  • Install/re-install: Occasionally you need to uninstall and reinstall because the program encounters an error it cannot recover from (Usually related to not being able to disposition a call)
  • Tags: I wish tags would be associated with the plays in playbooks for other people besides management. It would be helpful to be able to search for plays by the tags associated
  • Productivity: It's allowed me to improve my productivity day to day
  • Contact: It's helped me make more relevant contacts with more people than before. It also helps me stay in contact
It doesn't take up too much screen space, and is quickly hidden/shown with the click of a button. I like that it's a tool that goes with you on different websites/web locations, and that it can be easily minimized when working in the CRM.
None, I am not involved in that process.
It is a good program for organizations that have long sales cycles and/or need to keep people in the loop about the company's progress, new releases, etc. It's also good for people who are targeting many different people at the same company. It would be less useful for an organization that is more focused on transnational or "one-time" sales.

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