InsideSales Playbooks vs. Upscale

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

• 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

• 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

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

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

• 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