Not recommended: Not intuitive and full of problems
February 17, 2022
Not recommended: Not intuitive and full of problems
Score 1 out of 10
Vetted Review
Verified User
Overall Satisfaction with InsideSales Playbooks (formerly XANT Playbooks)
We use Playbooks together with Salesforce. The tool is cumbersome and not very intuitive to use. All my reps, not only the new ones, have a lot of questions about how to use it and have developed a dislike. Yes, it automates a lot of steps, but it's very un user-friendly. On top of that, the software has a lot of issues that cause our connect call ratio to drop from 60-70% to 40-50%. It has never worked properly and support isn't able to do a lot it seems. Finally, the reporting section is not very helpful. We're still building a lot of our own reports in Salesforce. In sum: Stay away from this tool. I'm glad we will be switching to Outreach soon.
- Automate selection process of accounts
- Not much else really
- Downtime
- Userfriendliness
- Reporting
- It actually reduced our connect call ratio
- It has made us less effective
- No significant impact on efficiency, our productivity is the same or worse
- HubSpot CRM and Outreach