A New Way to Work
March 15, 2019

A New Way to Work

Chris "Magoo" McGeough | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with InsideSales.com Predictive Playbooks

Playbooks is being used for Groupon's sales teams. It addresses the difficulty of keeping track of your contact cadence for each account in your book of business. Very helpful!
  • Automatically uploads your Newly Assigned leads and places them in Step 1 of a 7 Step cadence.
  • Schedules your next touch and funnels it into your routine automatically.
  • Increases your productivity by automatically prompting an email template of your choice following a phone call.
  • I would like if I could customize the order that my cadence is set up. I prefer 3-4 calls before sending an email.
  • It's difficult to sort my accounts manually. I prefer sorting using list views like Salesforce provides.
  • My productivity is improving.
  • I have been reaching decision makers a little bit quicker.
I think that there are a few things that I am still trying to figure out but for the most part it is very intuitive.
If you have a large book of accounts, Playbooks really helps maintain a consistent cadence for all your accounts. It takes the guess work out of which account you need to reach out to and how you should do so, i.e. phone or email.