Playbooks Review
March 15, 2019

Playbooks Review

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

Overall Satisfaction with Predictive Playbooks

Playbooks is used in our Sales and Account Management departments in order to improve cadence, activity, and overall conversions. Playbooks was introduced to our sales team in order to eliminate the amount of steps it takes to create tasks and to improve the organization of reps (especially those who didn't have their own cadence to begin with).
  • Playbooks has a clear and easy to use interface that is simple to learn and master in just a few days.
  • Playbooks makes it easier to complete tasks like follow-up call reminders, sending quick emails, etc.
  • Playbooks also creates an easy to follow cadence for reps who need a clear and concise plan of action to attack certain accounts.
  • Playbooks can be rather slow when loading, especially when transitioning from Salesforce page to Salesforce page.
  • Customization could be better. It would be nice to be able to create our own cadence for specific accounts, or to sort by specific categories when viewing all my tasks for the day.
  • We've had a few bugs being able to completely remove accounts from Playbooks despite them not qualifying to be in the tool at all.
  • Increase in activity.
  • Better organization of accounts.
  • Improved understanding of exactly where all accounts are and what to do next.
Overall, I enjoy the tool so far and I can definitely see the value that it will bring to the company, especially for those newer reps who don't know how to tackle their accounts. I think there could be more customization for reps who have been around longer and have a more complicated cadence.
The PowerDialer was very easy to use but was simple. There was no organization or anything in that type of tool. It was simply to disposition your calls and that was it. Playbooks is much more predictive and intelligent. It makes it easy to organize accounts and call them accordingly.
Playbooks is well suited for a company that deals with short cycle sales like Groupon. I don't think it would be as fitting for a company that has very long sales cycles, or for companies that are primarily outside sales. This would definitely not be appropriate for in-person sales meetings (in my opinion)