Great Tool!
March 15, 2019

Great Tool!

Dave Harkensee | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Predictive Playbooks

We are using Predictive Playbooks to prescribe a better sales cadence for reaching the DM to set an appointment or get a firm "NO". Historically, newly assigned accounts and ones that live in prospecting would fall through the cracks or not get the attention they deserved because reps did not know how to attack them. Reps would historically put a call on them and forget about them until they were about to lose the account or had not contacted them in a while because they were only focusing on accounts that were already moving forward. This should allow reps to cast a much wider net and pull more opportunity into their sales funnel.
  • It provides a prescriptive cadence for newly assigned accounts and ones being prospected.
  • It helps reps reach more DMs in a shorter period of time.
  • It helps reps organize accounts they're prospecting.
  • Allowing reps to perform multiple tasks at one ie email and call at the same time.
  • More sortable functions to better organize and prioritize.
  • Quicker load time between actions.
  • Higher activity
  • Reaching more DMS
  • Setting more appointments
I think it is very easy to use. The tool is very intuitive and is actually very practical in getting the results reps are looking for. We already had familiarity with the power dialer and now it is a power dialer with far more bells and whistles which should ultimately simplify our days.
  • 8base
Playbooks is much better than base because it is far more intuitive and does not interrupt the workflow of the reps. Reps can also continue to work out of Salesforce reports if they have found that to be more effective, which is a huge plus over tools like base.
Playbooks is a great tool that keeps reps organized on accounts they would historically not know how to attack. Reps no longer need to make a task for every step of the process which was previously cumbersome.