Game changer
November 20, 2018

Game changer

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

Overall Satisfaction with Predictive Playbooks

Playbooks is being used by the Inside Sales team who follows up on marketing qualified leads as well as customers who request assistance through our technical team. By using Playbooks, we are able to generate plays based on the type of lead, and keep track of leads by utilizing the task feature.
  • Keeps track of leads by using Tasks.
  • Neural analytics helps determine the best time to reach out to the customer.
  • Automated emails helps keep things moving, even while you're away.
  • Sometimes the automated email process stops or does not schedule the email to be sent.
  • If you have too many contacts, it can lag a bit.
  • Clicking on a task will take you straight to the lead in your CRM rather than waiting for you to prompt it to.
  • KPIs are monitored by use of recorded calls.
  • Reps are able to keep track of their leads (efficiency)
  • Reps are able to automate their outreach (productivity)
The browser extension can feel bulky and take up most of the screen at first, but I believe the intent is to use the browser extension more than the CRM itself over time.
Playbooks is well suited for companies that generate multiple leads at a time and need to track them. This helps stay on top of communication with the customer and identifies which leads are at the end of their life cycle to be closed out. There is the option to create custom plays based on the type of lead you're working with.