Super user-friendly
March 19, 2019

Super user-friendly

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

Overall Satisfaction with Predictive Playbooks

We are using PlayBooks to help organize cadence within our prospecting accounts. These are accounts where we have not been in contact with the decision maker, so we are using this tool to get in contact with them.


  • It helps to organize cadence and make sure that new accounts do not fall through the cracks if you were unable to reach someone on the first attempt.
  • It is fast moving and helps me to make more dials and activity through the day, ultimately equaling to more sales.


  • If you have an account with more than one phone number and are wanting to call them all, it can be a bit of a hassle as you have to add the activity in before moving to make another call. The reporting can get messy as it is not a simple step.
  • You are unable to send emails while on the phone, you have to wait until you hang up to compose an email.
  • There is no undo button on emails. Since adding this tool, I have sent a few emails with "unknown" in the name fields and have not had a quick way to recall them.
  • This tool has made me much more productive. It is easier to bounce between tasks and move quickly from account to account.
  • It does the thinking for you, so it takes the work out of tracking a cadence manually.
The interface is super user-friendly and simple to use. However, there are a couple of bugs. For example, when selecting a different phone number, the others appear almost invisible and are hard to pick out and select. The other thing I do not like is being unable to send emails while on the phone, but instead having to wait until hanging up to draft/send an email.
This is a great tool for taking on new accounts and helping to get in contact with the decision maker. Prior to this, I was working on a manual cadence which was taking up a lot of time and if not properly edited, could result in things getting missed. This helps to put less time between touches on an account and does it quickly.


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