Prospecting via email and phone made quicker and more efficient
March 15, 2019

Prospecting via email and phone made quicker and more efficient

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

Overall Satisfaction with InsideSales.com Predictive Playbooks

The Predictive Playbooks is part of the prospecting process to reach business owners and persons who make the marketing decisions for small to large organization.

Pros

  • Easily provides a way to call and email businesses without overthinking the process.
  • Pulls pertinent information from the Salesforce platform for ease of access.
  • Saves email templates on the same interface.

Cons

  • The use of this tool initially slows down the sales process but it improves with time.
  • Alphabetical and numerical template organization is not currently available.
  • Increased productivity and ease of access in sending follow up emails.
It provides an email and dialer system integrated into one platform. This supports the prospecting of new accounts. I would not utilize the tool as much for accounts which I am actively communicating and moving forward with through the sales process.
Playbooks is a very useful tool for initial prospecting.

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