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Easy to use tool that helps speed up your work flow
December 07, 2018

Easy to use tool that helps speed up your work flow

Kane Dale | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com Predictive Playbooks

Our business development team is using Playbooks for specific campaigns. We have a set cadence, talk tracks and email templates set up to make out work flow quick and easy. It allows up to edit or adjust the content in the play if need be.

I think it help us stay on track and makes sure were are following up on our last touch in a timely manner.
  • Easy to set up
  • Speeds up workflow
  • Being able to move back and forth from different plays
  • To work contacts that are not in Playbooks and send emails you might have to log out
  • Need more options when dispositioning calls
  • sometimes it won't send the email right away and you have to click a drop down and specifically hit a tab that sends the email
  • It's helping me reach my call volume goal
  • It is helping me spend less time trying to craft the perfect email
  • The call script and voicemail script helps you stay on topic by just have an outline of what you should be speaking on
I think the plug in is one the of features that makes this tool easy to use. Right when you open your CRM the dashboard has all the calls you need to make all the emails you need to send and your past due tasks. It really helps you map out your day.
This is the first predictive sales tool that I have used.
Well suited for specific campaigns that you are working that need a cadence and pre-written email drip. I think it is suited for other leads we get from website traffic or trailers.