InsideSales Predictive Playbooks Review
March 19, 2019

InsideSales Predictive Playbooks Review

Briana Hernandez | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Predictive Playbooks

Groupon has recently implemented Playbooks into our day to day sales process as a part our Inside Sales teams in Phoenix & Chicago. Currently we use it for multiple things. We use it as a form of contact to communicate with our accounts, to build our cadence, stay organized, and overall, to help maintain organization within our job. We manage a book of over 300+ accounts and with a program like this we are able to stay on top of them by taking the right steps into building a relationship with our merchants. Playbooks has allowed to us to create a 10 day cadence where we have ongoing communication with the attempt of featuring them on our site. I believe implementing this program into our day to day job can only result in generating successful results.
  • Having a pre-set a 10 day cadence where we know what is expected on each of those days throughout the prospecting period. Whether that be a call, email, or even both.
  • Being able to insert our own personal templates into the email portion of it all to allows us to be more personable.
  • Being able to import accounts easily.
  • Being able to go back into editing a task that has been done, such as an email, and being able to bump that same thread could be helpful.
  • Being aware of new accounts.
  • Not having to insert a note each time we are skipping a step.
  • Rep productivity has increased for sure! It has helped us remain consistent in our activity and improved our performance.
  • It has helped improve how quickly we are able to get through our accounts.
  • Being able to be efficient in building relationships with our merchants.
I give this rating in particular because although I have had positive experiences I have yet to use it for a full 30 days to grow a passion for using it.
Playbooks comes with many more features and it is not as glitchy. It allows me to consistently move forward in my tasks and not have to wait for a bunch of tabs to re load to complete my work.
Playbooks is still very new to us as a company but is something that has worked out really well for me personally. It helps me stay accountable to what tasks need to be performed. I believe Playbooks does a great job of having us remain organized and making that extra effort in helping us build up our accounts.