Playbooks

Who Uses Playbooks?

Inside sales teams who sell into B2B. Data-driven sales organizations looking for sales automation, AI, predictive analytics, cadence tools, and rep visibility to sell more.

What Is Playbooks?

Predictive Playbooks, formerly InsideSales.com, is an AI-powered cadence-based sales application for strategic sales teams. Playbooks guides reps with pre-set or custom cadence strategies, called Plays, through their engagement with customers and enables greater efficiency and effectiveness by delivering AI insights on who to sell to and how and when to engage.

Playbooks Details

XANT

http://www.insidesales.com

Founded 2002

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Starting price

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US$14.00/month
US$15.00/month

Free Version

Free Version No
Free Version No
Free Version Yes
Free Version No

Free Trial

Free Trial No
Free Trial Yes
Free Trial Yes
Free Trial Yes

Playbooks deployment and support

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Playbooks Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Assessment Management
  • Asynchronous Learning
  • Badge Management
  • Blended Learning
  • Campaign Management
  • Collaboration Tools
  • Communication Management
  • Contact Management
  • Content Management
  • Contest Management
  • Course Authoring
  • Customisable Branding
  • Customisable Templates
  • Dashboard Creation
  • Data Import/Export
  • Drag & Drop
  • Employee Reward Programs
  • Engagement Tracking
  • Feedback Management
  • For Call Centres
  • For Developers
  • For Education
  • For Onboarding
  • For Sales Teams/Organizations
  • Gamification
  • Goal Setting / Tracking
  • Interactive Content
  • Leaderboards
  • Learning Management
  • Mobile Access
  • Performance Management
  • Performance Metrics
  • Personalisation
  • Progress Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Rewards Management
  • Sales Reports
  • Sales Trend Analysis
  • Self-Learning
  • Social Media Integration
  • Surveys & Feedback
  • Third Party Integrations
  • Training Management
  • Visual Analytics

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  • Call List Management
  • Call Monitoring
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  • Call Routing
  • Call Tracking
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Campaign Management
  • Chat/Messaging
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Data Management
  • Email Management
  • Email Templates
  • IVR / Voice Recognition
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Qualification
  • Meeting Management
  • Monitoring
  • Multi-Channel Communication
  • Performance Management
  • Real Time Analytics
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Reports
  • Sales Trend Analysis
  • Task Management
  • Third Party Integrations
  • Voice Mail
  • Workflow Management

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  • Document Storage
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  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
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  • Lead Capture
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  • Lead Nurturing
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  • Monitoring
  • Opportunity Management
  • Pipeline Management
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  • Modeling & Simulation
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  • Call Monitoring
  • Call Recording
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  • Call Scheduling
  • Call Scripting
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  • Callback Scheduling
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  • Campaign Management
  • Campaign Specific Caller ID
  • Chat/Messaging
  • Computer Telephony Integration
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  • Customisable Reports
  • Email Management
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  • FTC Compliance
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  • Customisable Templates
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  • Customizable Scoring
  • Data Enrichment
  • Demographic / Firmographic Data
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  • Email Management
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  • Multiple Scoring Models
  • Opportunity Management
  • Pipeline Management
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Playbooks Alternatives - Capterra New Zealand 2021

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Playbooks Reviews

Read all reviews

Overall rating

3.5/5

Average score

Ease of Use 3.7
Customer Service 3.3
Features 3.6
Value for Money 3.3

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Write a Review!
Verified Reviewer
Regional Manager
Real Estate, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 6/12/2018

"Super fantastico pipeline management tool"

Pros: InsideSales.com is one of my favorite tools to use to manage our sales pipeline with all the features you need to manage, track, follow up, and contact leads. Plus they have a gamification feature for sales teams!

Cons: While InsideSales.com is a fantastic tool, it requires integration with a well known CRM which is costly and frustrating to be honest with all the other fantastic, but smaller CRM companies available.

  • Reviewer Source 
  • Reviewed on 6/12/2018
Verified Reviewer
Sales Manager
E-Learning, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 1/06/2019

"InsideSales.com Review"

Comments: Overall, if you have Microsoft Dynamics CRM and looking for a sales automation tool that will help your sales team, from the call to the email, InsideSales.com is your tool. The tool will help automate the sales prospecting process and help the sales team target specific leads, contacts and accounts.

Pros: - Integration with MS Outlook
- Out of the box and no extra cost integration with Microsoft Dynamics CRM
- Short implementation
- Short ramp time
- Ability to delete a play at the Manager view

Cons: - Once a play is live, you cannot add a step in the active play
- Inability to see the open or click percentage in the tool
- Cannot do round robin call monitoring
- Once a play is deleted in the tool, the play is still visible in the Microsoft Dynamics CRM dashboard

  • Reviewer Source 
  • Reviewed on 1/06/2019
Mihai B.
IT Coordinator / Executive Assistant
Marketing & Advertising, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    1 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Reviewed on 3/07/2019

"Good if it works, terrible if it doesn't"

Comments: One of the support rep was terrible. I gave him a month and a half - two months to resolve our issues with me having to consistently call back, but for some reason, he's never available or knows how to call back. I've asked for a new support rep, but they said the team handling our type of account is small and haven't attempted to give me a new rep or resolve our issues. Additionally, a manager was supposed to reach out to me over the last 4 business days, but I haven't received a single call or email. Do not allow your workflow to rely on their services because you will most likely get screwed. We have almost 20 users and that's amazing that they handle our account this way.
Will definitely be looking for other Dialer and Inside Sales tools.

Pros: I liked that it was easy to use and train users.

Cons: Recorded voicemails was a little problematic with setting up, the dialer has intermittent click-to-dial issues 3-8 times a week, and the seek lists aren't working properly. We've had this service for several years and within the last year and a half, these problems have been persisting without any level of resolution. I've combated this issue with support more persistently over the last few months and they've been providing terrible follow-up. I could go on in paragraphs to describe how terribly they've been handling our issues over the last year+.

  • Reviewer Source 
  • Reviewed on 3/07/2019
Verified Reviewer
VP Sales & Business Development
Oil & Energy, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    3 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 3/07/2018

"Help our reps be more productive and hit their activity metrics"

Pros: Helps our reps focus on calling rather than on figuring out where they are in their cadence. This has enabled them to do more calls per day.

Cons: It's a little slow sometimes although has gotten materially better over the past 1.5 years. Wish they had more more built in management/sales ops reporting.

  • Reviewer Source 
  • Reviewed on 3/07/2018
Verified Reviewer
Named Enterprise Account Manager
Computer Software
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 21/07/2018

"Great for Automation of Phone Calls"

Pros: I really like being able to make a number look like it's coming from a local area code. That alone increased my pickup rate. It increased my dialing rate significantly by being able to one click dial and integrate into my SFDC instance.

Cons: Leveraging the email templates was not intuitive to me. Ended up not using it because I had difficulty determining how to use it. Probably just needed someone to take 30 minutes to walk through it with me.

  • Reviewer Source 
  • Reviewed on 21/07/2018