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InsideSales

Playbooks by InsideSales

Composite Score

5.6 /10

CX Score

4.8 /10

15 Reviews Write a Review

What is Playbooks by InsideSales?

Create meaningful conversations with prospects and customers to accelerate revenue results.

Company Details

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Playbooks by InsideSales Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Playbooks by InsideSales.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

64 Likeliness to Recommend

1
Since last award

58 Plan to Renew

1
Since last award

52 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+45 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Playbooks by InsideSales?

11% Negative

32% Neutral

57% Positive

Pros

Friendly Negotiation
Trustworthy
Enables Productivity
Saves Time

Cons

Slower Product Innovation
Less Inspiring
Under Delivered

Feature Ratings

Average 73

Dialer Integration

Call Management

CRM Integration

E-Mail Integration

Workflow Automation

Sales Analytics

Pipeline Management

Omnichannel Campaign Management

E-Mail Campaign Management

Next-Best-Action Recommendations

Internal Sales Collaboration

Vendor Capability Ratings

Average 64

Ease of Data Integration

Quality of Features

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Breadth of Features

Business Value Created

Ease of Customization

Ease of Implementation

Vendor Support

Ease of IT Administration

Availability and Quality of Training

Playbooks by InsideSales Reviews

Brian B.

Role: Sales Marketing
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2023

Solid product, great customer success

Likeliness to Recommend

8 /10

What differentiates Playbooks by InsideSales from other similar products?

Quality of customer success team

What is your favorite aspect of this product?

The speed with which our feedback is incorporated into product updates

What do you dislike most about this product?

Reporting, reporting, reporting. It sucks.

What recommendations would you give to someone considering this product?

Count on the majority of the value coming from engagement with the customer success team and their shared implementation of the product in your environment.

Pros

Efficient Service
Effective Service
Caring
Saves Time

Shay D.

Role: Sales Marketing
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted May 2022

Playbooks is engaging and easy to use!

Likeliness to Recommend

8 /10

What differentiates Playbooks by InsideSales from other similar products?

The UI and CS Team

What is your favorite aspect of this product?

Intelligence scoring

What do you dislike most about this product?

Nothing - Its a great product

What recommendations would you give to someone considering this product?

Make sure your target audience are easy to reach using the platform

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Efficient Service

Florian P.

Role: Sales Marketing
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted May 2022

Fantastic product, seamless integration with SFDC!

Likeliness to Recommend

10 /10

What differentiates Playbooks by InsideSales from other similar products?

SFDC integration and automation of prospecting workflows

What is your favorite aspect of this product?

Automatic dialing + e-mail sending + workflow creation

What do you dislike most about this product?

Nothing I can really think of.

What recommendations would you give to someone considering this product?

It's a great tool if you have a large inside sales organization. Get them involved early on to trial out the tool.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Latest Research

Playbooks by InsideSales

What is Playbooks by InsideSales?

Company Details

Need Assistance?

Playbooks by InsideSales Ratings

64 Likeliness to Recommend

1 Since last award

58 Plan to Renew

1 Since last award

52 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+45 Net Emotional Footprint

How much do users love Playbooks by InsideSales?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Dialer Integration The solution provides the ability to integrate with telephony dialer systems to queue and manage outbound call campaigns.

Call Management CRM integration, click-to-dial, call forward/record/log and many more in one place to ensure each agent can access all the information from a single place.

CRM Integration The solution provides lockstep integration with popular CRM (or CDP) vendors.

E-Mail Integration The solution provides the ability to send and receive emails via an integrated email client, such as Outlook, or Gmail, or through the tool.

Workflow Automation Provides a business rules engine for managing outbound lead generation campaigns, inbound prospect communication and routing of leads to qualified sales agents.

Sales Analytics Provides dashboards, reporting and analytics tools for managing outbound lead generation campaigns, inbound prospect communications and pipeline tracking.

Pipeline Management The solution provides the ability to capture and track prospects throughout the sales lifecycle from initial unqualified lead to conversion.

Omnichannel Campaign Management The solution provides the ability to manage prospect conversations via other channels such as live chat, social and SMS.

E-Mail Campaign Management The ability to execute segmented outbound e-mail campaigns to leads and prospects, leverage pre-generated e-mail templates, track and report campaign metrics.

Next-Best-Action Recommendations Suggest recommended actions or next steps to sales representatives i.e. e-mail content, phone touchpoints or objection handling scripts to maximize close rates.

Internal Sales Collaboration The ability to allow sales representatives and their managers to comment on or provide annotations on objects such as call transcripts or emails.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Playbooks by InsideSales Reviews

Brian B.

Solid product, great customer success

Likeliness to Recommend

Pros

Shay D.

Playbooks is engaging and easy to use!

Likeliness to Recommend

Pros

Florian P.

Fantastic product, seamless integration with SFDC!

Likeliness to Recommend

Pros

Title

1
Since last award

1
Since last award

Feature Ratings

Dialer Integration

Call Management

CRM Integration

E-Mail Integration

Workflow Automation

Sales Analytics

Pipeline Management

Omnichannel Campaign Management

E-Mail Campaign Management

Next-Best-Action Recommendations

Internal Sales Collaboration

Vendor Capability Ratings

Ease of Data Integration

Quality of Features

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Breadth of Features

Business Value Created

Ease of Customization

Ease of Implementation

Vendor Support

Ease of IT Administration

Availability and Quality of Training