Item: InsideSales Playbooks
Rating: 7
Author: Marilyn Quito

Overall Satisfaction with InsideSales.com Predictive Playbooks

Use Cases and Deployment Scope

InsideSales.com Predictive Playbooks is being integrated across the sales department slowly. The goal is to solve problems with cadence or account management and organization.

Pros and Cons

Pros

InsideSales.com Predictive Playbooks is easy to navigate and sort through daily tasks. They can be sorted by step number in play, timezone, segmentation, etc. This saves time when going through daily tasks.
InsideSales.com Predictive Playbooks integrates with Gmail and our CRM - Salesforce to ensure that all emails and calls are accounted for and that there is no duplicate activity.
InsideSales.com Predictive Playbooks allows you to skip steps in a play or remove accounts from plays and schedule calls in plays so that you are able to customize your play by account.

Cons

When InsideSales.com Predictive Playbooks was first integrated, there was a very tedious manual process for updated accounts on our CRM to Playbooks. It did not help with time management. A more seamless integration process would be helpful.
We are unable to undo emails sent through InsideSales.com Predictive Playbooks.
Loading accounts on our CRM take a while if loaded through InsideSales.com Predictive Playbooks.

Return on Investment

Productivity
Efficiency
Close rate

Usability

InsideSales.com Predictive Playbooks is very easy to use and did not take much training.

Alternatives Considered

None. Mostly manual work.

Likelihood to Recommend

InsideSales.com Predictive Playbooks is well suited for organizing accounts that are in the "prospecting" stage. It's not too helpful for accounts that are further in the sales process.

Comments

Please log in to join the conversation

InsideSales.com Predictive Playbooks Integration