Beginning of a great tool
March 01, 2019

Beginning of a great tool

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

Overall Satisfaction with Predictive Playbooks

My team recently started using Playbooks to automate a cadence that we were already using with the accounts that we are currently contacting. There is one other team on our floor using it, but we have different sales processes, so we are somewhat testing it for teams like us. It has been extremely helpful to create a better flow throughout the day.


  • I like that Playbooks sets up my day for me by having all of my prospecting work in one place.
  • Playbooks has all of the account information in one place, so I can change phone numbers and email addresses simply.
  • I like that Playbooks is easy to navigate through, so I can filter accounts based on time zone and step of the cadence.


  • Playbooks is really simple but can sometimes restrict from staying in one step. So if I want to do everything on the last step of my cadence it is a little harder to navigate.
  • Occasionally an account will re-upload or not upload to Playbooks because of a different mode of communication. For example, if someone is contacted via email, their account will stay in the cadence until I manually delete it.
  • If I send multiple emails to the same person, the emails do not go into the same thread. This forces me to skip some emails and send them manually.
  • I think that I have become a lot more productive from using this specific cadence. It is a lot simpler to get things done because I always know what is coming next.
  • Playbooks has also made it a lot easier to focus on specific accounts because it automates a lot of the little details.
I really like this tool, but I feel like it still has a good number of kinks that need to be worked out. It is well on its way to being a great tool to make the day flow seamlessly.
I really like using the tool for my team's cadence, but sometimes it can be too controlling over my day. For example, sometimes I want to start with my oldest stuff first, but the tool kind of forces you to start at your new tasks. Even if you start by clicking into your oldest tasks, it will suggest going back to the beginning.


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