Predictive Playbooks is a great solution for ease & time management of prospecting!
February 27, 2019

Predictive Playbooks is a great solution for ease & time management of prospecting!

Britni Berg | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with InsideSales.com Predictive Playbooks

Currently, the sales reps that I manage are using Predictive Playbooks for their daily prospecting. It is helping to address issues associated with heightened admin work - sales reps are now able to focus on their prospects and using their time efficiently, rather than spending too much time attempting to organize their process with each account.
  • Organization with tasks - Playbooks tells reps what step they are on with each account
  • Keeping reps focused & accountable - now, they know exactly what is expected of them for that day
  • Time efficiency - realizing what accounts to continue working, and what accounts to stop working
  • The ability to filter specific plays or pieces of information so that it's more user-friendly for the overall organization. Essentially, more room to customize the organization of accounts and how you're working them.
  • The initial onboarding process of accounts results in high levels of tasks - the ability to break these down in an easier way to help with time management would be helpful.
  • Time management & efficiency
  • Widening scope of activity on accounts - being able to talk to more prospects, more frequently
Very helpful when it comes to who to call and when, but not as much currently when it comes to account prioritization/likelihood to close because it doesn't allow for a lot of customization.
This is currently not a tool being used by my current reps, so I cannot say.
Helps to predict the best cadence for reaching out to accounts, and maximizing efficiency when it comes to prospecting overall.
Playbooks is extremely helpful when it comes to knowing where you are with each account - it eliminates the extra "thought" behind each prospect as it organizes it for you. When attempting to be a bit more strategic though, beyond simply when to reach out to an account (ex: wanting to organize accounts in a certain way), there's less of a customized ability here, making reps look elsewhere for support on this.