Playbooks has made me more efficient at my job! Very easy to use!
December 03, 2018

Playbooks has made me more efficient at my job! Very easy to use!

Heath Cockburn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Predictive Playbooks

It is being used in our Inside Sales and Business Development departments. Some differences in the implementation of the two but mostly the same. Sales uses this to record activities, make calls, send emails, and pipeline management. It integrates with our CRM which makes us more efficient at our day to day tasks. We have only been using for less than month but it has mostly addressed efficiency problems as I mentioned before.
  • Activity and email tracking. When sending an email or making a call it will automatically log the activities in the CRM.
  • Pipeline Management - it allows you to schedule out calls and emails "plays" so that you can stay on top of communication with your accounts.
  • Ease of use
  • I wish that you could import accounts like you can contacts.
  • I wish that you could track incoming emails the same as you do sent emails.
  • Productivity
  • Efficiency
  • Organization
This software is very easy to use. It is a 10 because it would be easy for anyone to use. The CRM integration aids in this grade as well.
It is well suited for sales especially when you are held accountable for activity tracking. It also allows you to keep a log file on all of the contacts that you are working within your accounts. It makes you more organized for sure.