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 effectiven...


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27 Reviews of Playbooks

Average User Ratings

Overall

3.5 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

3.5

Ratings Snapshot

5 stars

(7)

7

4 stars

(12)

12

3 stars

(9)

9

2 stars

(3)

3

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 27 results

December 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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.

June 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

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

Reasons for Choosing Playbooks

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

July 2019

Mihai from OneBrand

Company Size: 51-200 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

1.0

Functionality

4.0

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+.

July 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

July 2018

Help our reps be more productive and hit their activity metrics

Pros

Helps our reps focus on calling rather than on figuring out where they are in their cadence. This has enabled them to do more calls per day.

Cons

It's a little slow sometimes although has gotten materially better over the past 1.5 years. Wish they had more more built in management/sales ops reporting.

July 2018

Anonymous

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2018

Great for Automation of Phone Calls

Pros

I really like being able to make a number look like it's coming from a local area code. That alone increased my pickup rate. It increased my dialing rate significantly by being able to one click dial and integrate into my SFDC instance.

Cons

Leveraging the email templates was not intuitive to me. Ended up not using it because I had difficulty determining how to use it. Probably just needed someone to take 30 minutes to walk through it with me.