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Use Cases and Deployment Scope

Playbooks is used by our Business Development Department to help organize and plan when developing an effective sales cadence.

Pros and Cons

Playbooks easily integrates sales cadences on a daily basis and makes it easy to plan for the day.
Accounts are automatically loaded into the Playbooks system making it easier to keep track of what is needed.
The system shows incoming calls with ID, making it easier to prep for unexpected incoming calls.

Implementing playbooks for the first time can involve a lot of busy work on the initial use.

Return on Investment

It has increased organization and made it easier to prospect effectively.

Usability

8

I am still new to it and have found a few things bothersome, but otherwise, it is a helpful tool that I am glad to be using.

Alternatives Considered

It was paid for by my employer and implemented company-wide for the Business Development Department.

Likelihood to Recommend

It is well suited for organizing pipelines, creating sequence, cadence, and prospecting.