Playbooks is great! Definitely the direction the sales field needs to be headed.
March 14, 2019

Playbooks is great! Definitely the direction the sales field needs to be headed.

Dakota Keller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Predictive Playbooks

We have just implemented it across all of our sales offices and we are utilizing it for outbound and inbound activity. It addresses tasks management, saves times, and allows me to also keep track of everything cleanly as it is easy to send notifications to my calendar.


  • Awesome job at task management!
  • Great job at organizational and calendar scheduling.
  • Takes away the manual aspect of the day to day, makes my day much cleaner and efficient!


  • The template aspect for emails is quite congested.
  • When you type in the placeholder value and backspace, often times it erases too much of the message.
  • Playbooks has saved me a countless amount of time.
  • Playbooks has allowed me to come into work knowing exactly what I will be looking to do.
  • It automates my day and I simply call and close deals!
I haven't utilized much of the browser extension quite yet, so I am unsure!
I previously used another InsideSales tool, however, this blows it out of the water. Playbooks is simply great. I never have to worry about the day-to-day or missing any appointments.
It's awesome in regards to making outbound calls and sending out emails. It allows me to send invites to my calendar from within the application. I am also able to sync all contact information of prospects. It's less appropriate on the back end of the sales process. However, even then it is still efficient and I am able to make dials out of the dialer in Playbooks.


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