InsideSales Playbooks

Score6.7 out of 10

157 Reviews and Ratings

What is InsideSales Playbooks?

InsideSales Playbooks (formerly XANT Playbooks) aims to help SDRs and AEs quickly build closeable pipeline, by helping salespeople get a hold of more of the right people. InsideSales.com uses their A.I.-platform called Neuralytics to target likely buyers combined with their cadence engine to help sales reps consistently engage all of their prospects in a personalized way.

Just like Waze from Google helps drivers get to their destination quickly based on the data from other drivers, Neuralytics uses the collective knowledge of the Insidesales.com user base to help build the sales pipeline quickly. For example, Neuralytics can reveal phone number or email address for a prospect is best, or the best time to call or email, based on the experience of others. Predictive Playbooks uses Neuralytics to gives sales reps an edge over their competition.

The Cadence engine works for small or large teams, global teams, and international calls. The product also conveniently syncs all activity data back to your CRM. Since sales reps only spend 18% of their time in CRM, it also works outside a CRM, wherever salespeople work.

InsideSales is an Aurea company, since the August 2021 acquisition.

Categories & Use Cases

Media

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Screenshot of Playbooks Dashboard

#1 most frequent

Information

47.6%

10 installations of 21

#2 most frequent

Professional, Scientific, and Technical Services

28.6%

6 installations of 21

#3 most frequent

Manufacturing

4.8%

1 installation of 21

Norma Vergara View profile

Business Development Representative in Sales at Groupon (5001-10,000 employees employees)

Pros

Keeps track of what part of the cadence you are at with each account.
Lists every account that you have to email or call that day.
Is able to schedule calls and put them on your calendar.

Cons

Would like to be able to navigate from one list by simply clicking the next task instead of it taking me to newly assigned
Would love it if we could use it to keep track of accounts where we have already reached a decision maker.
Make it so that when there is a call scheduled it will make it more visible, sometimes the notifications are easy to miss.

Return on Investment

Productivity is up because now you must get through all tasks before your day ends.
It is really efficient to have one place to navigate all accounts from.
More people reached = more chances to close.

Usability

Alternatives Considered

InsideSales.com Predictive PowerDialer

Cason Green View profile

Director, Success Strategy & Ops in Customer Service at Pluralsight (1001-5000 employees employees)

Pros

It organizes our rep's workflow.
Allows visibility for our Leadership team.
It provides intelligent insights to our reps about what they should be doing.

Cons

Minimal outages, but it has happened in the past.

Return on Investment

Productivity and efficiency have increased, in my experience. We believe revenue will follow.

Usability

Alternatives Considered

Outreach

Matt King View profile

Divisional Sales Manager in Sales at Groupon (5001-10,000 employees employees)

Pros

Playbooks does a great job of letting reps know when phone numbers are not a working number.
Playbooks does a great job being able to be tailored to your specific organization or business.
Playbooks does a great job of having a very friendly user experience.

Cons

Playbooks could do better at being able to send emails while still being on the phone with the merchant.
Playbooks could work better if it would link to Yesware.
It would be nice to ad hoc emails and schedule them just as you would with calls.

Return on Investment

Productivity
Stronger overall cadence
More strategic

Usability

Alternatives Considered

InsideSales.com Predictive Pipeline

Britni Berg View profile

Divisional Sales Manager - Groupon OnBoarding, Business Development in Sales at Groupon (5001-10,000 employees employees)

Pros

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

Cons

The ability to filter specific plays or pieces of information so that it's more user-friendly for the overall organization. Essentially, more room to customize the organization of accounts and how you're working them.
The initial onboarding process of accounts results in high levels of tasks - the ability to break these down in an easier way to help with time management would be helpful.

Return on Investment

Time management & efficiency
Widening scope of activity on accounts - being able to talk to more prospects, more frequently

Usability

Nickolas Pulido View profile

Business Development Representative in Sales at Groupon (5001-10,000 employees employees)

Pros

Ability to send pre-recorded voicemails.
Ability to send emails at a high rate and have the track-ability of effectiveness.
Really easy, intuitive user experience. It only took a day or two to get used to.

Cons

In the optional notes section a drop down with commonly used notes would be helpful.
It's bugged out a few times where I've had to restart it.
Can't send mass personalized emails at the moment.

Return on Investment

Rep productivity
Rep efficiency
Ability to track all outbound tasks & organize prospecting pipeline

Usability

Salesloft

Outreach

Five9 Predictive Dialer (part of contact center)

InsideSales Playbooks