New tool works pretty well
February 25, 2019

New tool works pretty well

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

Overall Satisfaction with Predictive Playbooks

Being used in department for use in tracking daily call cadence.
  • Helps organize multiple accounts via timezones, and organizes them to make call flow more organic.
  • Smooth integration with other salesforce tools and templates.
  • Handy new tools, like prerecorded voicemails.
  • Email templates are still a bit buggy to edit in the app.
  • Actions after a play is sucessful are sometimes a bit too quick: if a follow-up call is needed a bit too many steps are needed to add back into scheduled calls- though that might be something built in that I have not used yet.
  • Sometimes keeping track of upcoming actions is a bit tricky to keep track of, but again it could be something I still have not gotten the handle on yet.
  • Difficult to say in long terms, as just began using
  • Will add that other reps who use it in my department seem to think it is an improvement
Seems like a good tool, but still adjusting too much to give it overall a high score
Having been familiar with both Zendesk and Cisco in previous position in CS roles, I will say that this tool is a marketed improvement, with some consideration taken from inbound vs outbound perspective
Good for working towards getting in contact with a merchant, but sometimes seems a bit complicated to use after a play is successful, so I return back to using some normal SF tools. Also the extension being open in every tab can be a little frustrating, as you need to reload the extension in one tab to see an update made in another.