Increased Efficiency with Playbooks!
March 05, 2019

Increased Efficiency with Playbooks!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Predictive Playbooks

My department has been the pilot for Playbooks. We are testing Playbooks to ultimately roll out company wide for sales. It helps increase efficiency and reduce lost opportunities. It has increased outbound dials department wide and we have already seen higher sales numbers across the board. It helps streamline my day and decreases stress (and post it notes).
  • Outbound Calling - efficiency
  • Tracking Daily Progress
  • Emails - templates built right in so it cuts out extra steps from previous methods
  • We have to manually log email responses
  • Name of customer is not displayed next to phone number, have to look in Salesforce for names.
  • Outbound dials are higher
  • Less steps are skipped in the cadence
This is very user-friendly. There are easy to use shortcuts, intuitive settings panels, and the support team from Inside Sales is fantastic!!
Playbooks is extremely effective for trying to make first contact with a lead. It keeps you on track for your set contact cadence and helps make sure you stick to it. Before calls could fall through the cracks but with Playbooks you can see what step of the play you are on which is extremely helpful. Dials are way up which has resulted in higher closes.

Playbooks is less appropriate with accounts that have already been contacted. The click to call is ok but sometimes lags a few seconds before calls.