Item: InsideSales Playbooks
Rating: 10
Author: Matt King

Overall Satisfaction with InsideSales.com Predictive Playbooks

Use Cases and Deployment Scope

Playbooks is being used in our sales organization. Before we used the Powerdialer and that worked fine, but Playbooks has taken our cadence & prospecting to the next level. Before we had reps who would call accounts one time and not reach out again until a few weeks had passed. With Playbooks, it creates the next steps to direct the reps more on when and how to reach out to merchants to have a better chance of opening up a conversation. All in all, Playbooks is a great tool and is easy to integrate.

Pros and Cons

Pros

Playbooks does a great job of letting reps know when phone numbers are not a working number.
Playbooks does a great job being able to be tailored to your specific organization or business.
Playbooks does a great job of having a very friendly user experience.

Cons

Playbooks could do better at being able to send emails while still being on the phone with the merchant.
Playbooks could work better if it would link to Yesware.
It would be nice to ad hoc emails and schedule them just as you would with calls.

Return on Investment

Productivity
Stronger overall cadence
More strategic

Usability

I give Playbooks a 10 because it's easy to use, quick to learn and really helps with cadence and prospecting. That being said, the browser extension is nice as well because my reps can be looking at their emails or looking at another page while also be in their Playbooks dashboard.

Alternatives Considered

InsideSales.com Predictive Pipeline

I'm not 100% sure if I used the predictive pipeline before, but I used to work at another sales company and we had an inside sales system that was driven by neuralytics. It was nice because it had so many different algorithms going on in the background that would tee-up the next best record to call.

Likelihood to Recommend

Playbooks is great for sales organizations that need help with efficiency and cadence. It is well suited for heavy calling and high emails on accounts. Playbooks also does a great job at taking the guesswork out of accounts for my reps. The only time I would think that Playbooks would be less appropriate would be if a company already has a similar system in place.

Comments

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Great tool for cadence!