Organization at its best!
February 25, 2019

Organization at its best!

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

Overall Satisfaction with Predictive Playbooks

Currently, the majority of the sales teams here are using this tool. It solves the problems of not having an organized call cadence as well as access to prospecting information all in one tool. It also gives a layout of work that is easy to track and follow. Important information needed for the sale is right there as well as what step you are on.
  • Organization of prospecting accounts.
  • Necessary information including time zone, contact information and Salesforce account all on one panel.
  • Plays that lead to getting through to those prospecting accounts.
  • Would like to see prospecting account's web presence information.
  • Likelihood of answering specific phone numbers or emails.
  • Ability to see what accounts were just added that day.
  • Maybe a feature that allows the tool to be its own pop-up window rather than the side of the Salesforce screen.
  • I’m able to get to my accounts faster. Efficiency has increased.
  • I can sift through what’s needed right now and what I can save for later in the day!
  • The plays have been working very well.
Having something other than a single, main Playbooks window would help a little with usability. But overall, it's still easy to use and can transition between accounts very well.
Suited very well for those seeking an electronic way to organize your work day and accounts. The ability to come in and have your work outlined in a productive way kills the need for extra admin work to get prepared. It’s less suited if you're trying to schedule accounts that are past the prospecting stage into your workday.