Playbooks

RATING:

3.5

(35)

About Playbooks

Playbooks is sales engagement platform that utilizes AI to assist strategic sales teams in targeted selling. It allows users to create engagement strategies for phone, email, social, SMS, and video. These engagement strategies include alerts, templates, tracking, and sales guides. Automated sequences reduce time spent on redundant administrative tasks in order to simplify the sales process and reduce wasted time in a sales representative's day. Playbooks produces customer scores to identify the prospects who are most likely to engage and buy. It provides representatives with data on customer behavior and helps to clean up bad CRM data. It includes robust reporting functionality in order to track a business's key metrics and identify the effectiveness of selling techn...

Playbooks Pricing

InsideSales.com software is highly customizable—a product expert will contact you to discuss a specific proposal tailored to your needs.

Starting price: 

$99.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Playbooks daily tasks
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Playbooks Reviews

Overall Rating

3.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

3.5

Value for money

3.5

Functionality

3.5

Most Helpful Reviews for Playbooks

1 - 5 of 35 Reviews

Anonymous

10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2022

Best Platform Ever

I don't know what I would do without playbooks. This product is crucial for a sales organization. If you are not using it you are doing yourself a disservice.

PROS

I like most that it auto dials either local or my number. It helps me be productive during the day telling me when I should make the next call or send the next email. It syncs up with salesforce so no need to enter my notes twice. It also makes the next followup call for me!

CONS

It is technology so sometimes it does go down, but they do have the support to bring it back up fast!

Anonymous

51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2019

InsideSales.com Review

Overall, if you have Microsoft Dynamics CRM and looking for a sales automation tool that will help your sales team, from the call to the email, InsideSales.com is your tool. The tool will help automate the sales prospecting process and help the sales team target specific leads, contacts and accounts.

PROS

- Integration with MS Outlook - Out of the box and no extra cost integration with Microsoft Dynamics CRM - Short implementation - Short ramp time - Ability to delete a play at the Manager view

CONS

- Once a play is live, you cannot add a step in the active play - Inability to see the open or click percentage in the tool - Cannot do round robin call monitoring - Once a play is deleted in the tool, the play is still visible in the Microsoft Dynamics CRM dashboard

Reason for choosing Playbooks

Integration with Microsoft Dynamics CRM, with no extra cost and out of the box

Mihai

Marketing and Advertising, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed July 2019

Good if it works, terrible if it doesn't

One of the support rep was terrible. I gave him a month and a half - two months to resolve our issues with me having to consistently call back, but for some reason, he's never available or knows how to call back. I've asked for a new support rep, but they said the team handling our type of account is small and haven't attempted to give me a new rep or resolve our issues. Additionally, a manager was supposed to reach out to me over the last 4 business days, but I haven't received a single call or email. Do not allow your workflow to rely on their services because you will most likely get screwed. We have almost 20 users and that's amazing that they handle our account this way. Will definitely be looking for other Dialer and Inside Sales tools.

PROS

I liked that it was easy to use and train users.

CONS

Recorded voicemails was a little problematic with setting up, the dialer has intermittent click-to-dial issues 3-8 times a week, and the seek lists aren't working properly. We've had this service for several years and within the last year and a half, these problems have been persisting without any level of resolution. I've combated this issue with support more persistently over the last few months and they've been providing terrible follow-up. I could go on in paragraphs to describe how terribly they've been handling our issues over the last year+.

Anonymous

201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2018

Super fantastico pipeline management tool

PROS

InsideSales.com is one of my favorite tools to use to manage our sales pipeline with all the features you need to manage, track, follow up, and contact leads. Plus they have a gamification feature for sales teams!

CONS

While InsideSales.com is a fantastic tool, it requires integration with a well known CRM which is costly and frustrating to be honest with all the other fantastic, but smaller CRM companies available.

User Profile

Valerie

Verified reviewer

Computer Software

Used less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed June 2018

I was formerly an InsideSales LMP administrator and user

Their dialer functionality was intelligent and allowed us to responsepop records to our agents. The responsepop functionality allowed any web-to-lead records to pop up to our sales agents and be called immediately. We liked having the ability to customize this to our unique needs.

PROS

Honestly, there was not much I liked about this software other than its dialer solution. The dialer allowed for us to insert our logic of which records we wanted to reach and when. For example, prioritizing by Time Zone, Lead Status, and so on. The users on the platform itself were able to easily onboard as it is not too hard to navigate.

CONS

The support line was horrible for this company, more often than not, my operations team and I seemed to come up with the answers before the support rep working with us did! We felt we knew their product better than they did. Reporting was not robust enough, and we had to do a lot of work arounds and "tricking the system" when creating automations. Often any automation we created for this system did not work as expected. We eventually moved over onto Salesforce, which was a better fit for our business. InsideSales did not fit our growing Sales organization's needs sufficiently.