1. Home
  2. Sales Engagement Platforms (SEPs)
  3. InsideSales Playbooks Reviews
  4. User Review of InsideSales Playbooks
Playbooks keeps track of my day
February 25, 2019

Playbooks keeps track of my day

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

Overall Satisfaction with InsideSales.com Predictive Playbooks

It is being used in sales, all across the department. It has helped address the problems of organizing our day and how many accounts we touch and how many times we touch that account before reaching a DM or letting the account go. This has also helped the accounts not get contacted as much and has made for a more seamless transition when you receive an account that has been contacted recently
  • Organizes my day by how many things I need to accomplish that day
  • Tells me who I need to contact and what day it is of me reaching out
  • You are able to integrate your cadence system into the tool to match how many times you would like to reach out and when
  • It is hard to organize the actual information in the tool for my specific needs/role
  • I like to be able to have my tasks laid out in front of me and have the ability to edit details within the account
  • Playbooks takes time to upload new information to the account so it does interrupt a flow of work sometimes but nothing big
  • Been more organized
  • The productivity will eventually begin to increase after we get adjusted
  • Been able to reach more Dm's because we are constantly reaching out and not forgetting the account
It could be a little more customizable and easier to use in terms of being able to edit/disposition our calls.
We are able to see what we need to do during our day but I'm not able to customize it how I would like to.
It is very easy to use and we really only needed one day of someone just around us available to help unless we had any other questions- it was rolled out first to a new team before we got it so most of the bugs were fixed- the program seems easy to adjust for our needs/requests though
Playbooks helps you to organize where you are with an account but not how you want to contact the account, meaning it does not give me the ability to organize my accounts by specific criteria that I am otherwise used to. It is very helpful to see what you need to do for the day but not how to go about it.