Playbooks keeps me on track
March 15, 2019

Playbooks keeps me on track

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Predictive Playbooks

Playbooks is being used by Sales in order to have a structured and more organized cadence.


  • Playbooks is great and giving me a simple and easy to follow cadence for my prospects. No more guessing who to reach out to or how to reach out to them.
  • Playbooks shows you the time in your current time zone as well as the time of the person you are calling. Their time is highlighted if it is after 5pm, giving me a better idea of if they'll be available or not before I even call.
  • I also like how well it syncs with Salesforce. They work seamlessly together, no bugs or hiccups to slow me down.


  • Playbooks takes a couple of seconds longer to load than Salesforce.
  • It can be difficult when I just want to add a contact or an email to an account, just a little tedious.
  • When scheduling a call, I wish the appt on my calendar started with the account name, and not "Playbooks call scheduled."
  • I've become more organized.
  • I know which part of a cadence I am on with every account.
  • I love getting the heads up on an invalid email or phone number.
It's easy to use, merges with Salesforce well and helps me be organized.
Playbooks is a great addition to Salesforce and they are great aids in keeping track of my prospects and how I will reach them.
Playbooks is great for scenarios when an individual makes a lot of outbound efforts to reach out to prospects. The ability to streamline a "play" keeps me organized and on pace to reach my goal. The couple of extra seconds it takes to load can slow me down throughout the day, but not by much.


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