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InsideSales Playbooks

Score6.7 out of 10

157 Reviews and Ratings

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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.

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Categories & Use Cases

Media

Screenshot of Playbooks Dashboard
Screenshot of Editing a Record
Screenshot of Creating an Email
Screenshot of Adding Notes
Screenshot of Scheduling a Call
Screenshot of Viewing Task List

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Screenshot of Playbooks Dashboard

Who Buys & Uses InsideSales Playbooks

InsideSales Playbooks Reviews

What users are saying about InsideSales Playbooks.
View all InsideSales Playbooks reviews

Game Changer

Incentivized
Norma VergaraView 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

We love Playbooks --- we switched from Outreach

Incentivized
Cason GreenView 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

Great tool for cadence!

Incentivized
Matt KingView 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

Predictive Playbooks is a great solution for ease & time management of prospecting!

Britni BergView 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

Playbooks = Game Changer

Incentivized
Nickolas PulidoView 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

InsideSales Playbooks Alternatives

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