InsideSales Playbooks vs. Sellsy

Playbooks is great for sales organizations that need help with efficiency and cadence. It is well suited for heavy calling and high emails on accounts. Playbooks also does a great job at taking the guesswork out of accounts for my reps. The only time I would think that Playbooks would be less appropriate would be if a company already has a similar system in place.

Incentivized

I'm not sure here. I own an equipment rental business and it fits perfectly. I would say any business where inventory is a concern this would be a perfect operational platform.

• Organization with tasks - Playbooks tells reps what step they are on with each account
• Keeping reps focused & accountable - now, they know exactly what is expected of them for that day
• Time efficiency - realizing what accounts to continue working, and what accounts to stop working

• Appealing Design
• Easy to prepare invoices and send them
• Good tracking system
• Friendly support staff

• There does seem to be a lot of steps involved for each play when it would be nice to have fewer steps to send out an invite to an upcoming webinar.
• It would also be great to have more VOD's that we could watch on our own time to learn more about the tool.
• It would also be great to have the ability to see exactly when they open an email and forward it on.

Incentivized

• Training. The only real issue I have with Sellsy is that its got so many features its hard to understand them all. I looked for training videos and they are all in French. Thats a big problem for a guy who grew up in NJ.
• I would embed training videos directly into the software. This way as you add services, you get a full tutorial immediately.

Sellsy ticks the most boxes for us. While it could still do a lot of things better there is no other single app that offers the same spectrum of features at a comparable price for SMEs.

It only took a day to get comfortable with Playbooks. The ease of use and overall usability is fantastic in the sense that it's pretty straightforward once you get enough repetitions in the tool. I also like all of the videos and resources available if support is needed

Incentivized

There is room for improvement.

We have not yet experienced any down time with sellsy.

Sellsy is slow to load pages for us. Sometimes waiting a few seconds. This could be due to our geographical location.

Based on our experience. We have submitted a large amount of tickets and they have proven the Sellsy development team have the ability to respond fast and implement changes reasonably quickly. (Updated July 2015)
It took sellsy a number of weeks to solve an issue with the billable hours section of their application. This delayed us from being able to invoice our client for completed works. Lots of small things like email tracking timestamps have never been fixed even though we highlighted this issue months ago. Though small it is growing more and more frustrating to be reminded every time we try to see what time a client read or opened an email from us.

If you are importing data from a CSV, Sellsy recommends you use OpenOffice. OpenOffice is an absolute disaster on Windows 8 and crashes every few mins. While no fault of Sellsy they should not recommend software which makes an already challenging task even more difficult. A small gripe in hindsight but during the process was deeply frustrating. For any users looking to format your CSV Google, try importing CSV data into Excel and your life will be much more easy.

You can do so much more with Playbooks. the power dialer that we had previously just allowed us to take a few notes and disposition a call. with Playbooks, you can keep track of accounts. Keep track of conversations, lists of what needs to get done, schedule calls and much much more.

Incentivized

Did not benchmark against others

The license model once you understand it is very flexible allowing you to select from the modules within sellsy. This gives small companies control of the cost facilitating them with the option to only pay for the features they use.

• 100's of hours back in our week due to Salesforce Integration!
• We have more clients answering the phone due to creative caller ID solutions.
• We can standardize our messaging by partnering with Marketing to help build plays and auto-enroll certain contacts based on messaging.

Incentivized

• Efficient tool to manage my contacts and stages.