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Predictive Playbooks, formerly InsideSales.com, is an AI-powered cadence-based sales application for strategic sales teams. Playbooks guides reps with pre-set or custom cadence strategies, called Plays, through their engagement with customers and enables greater efficiency and effectiveness by delivering AI insights on who to sell to and how and when to engage.
Provider
Aurea
Located In
United States
Foundation
2001
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based
Training
In Person, Live Online, Webinars
Support
Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Inside sales teams who sell into B2B. Data-driven sales organizations looking for sales automation, AI, predictive analytics, cadence tools, and rep visibility to sell more.
Content Source: Playbooks
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Playbooks Reviews
Pros
Good for automated intelligent telesales, allows for segmentation and predictive modeling.
Very user friendly and easy to set up plays and email templates. The prerecorded voicemails is an amazing feature.
I enjoyed how quickly this organization added features to their Playbooks product. They make it easy to reach out with suggestions of how they can do better.
Ability to stay on top of prospects and easily identify who to target and when, with relevant information. The tool allows me to efficiently reach my prospective customers.
Cons
I've combated this issue with support more persistently over the last few months and they've been providing terrible follow-up.
The worst system on earth. Phone system is horrendous.
However, this is a high bar for inside sales now because my entire team has lost faith in your product. Inside sales has failed to provide a basic level of service to us as a customer.
They've made me and all call automation softwares look bad to my company.
"great for sales"
Pros: We use this for selling medical devices and it is so handy when you might not have caught something when on the phone call. It also makes it super easy to play calls back and listen for QA.
Cons: The lag time it takes for the call's to appear, although I don't think that is the company's fault.
"InsideSales.com Review"
Overall: 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
"Good if it works, terrible if it doesn't"
Overall: 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+.
"Best Platform Ever"
Overall: 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!
"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.
