Playbooks

Sell More with an AI System of Growth

3,5 /5 (34 reviews) Write a Review!

Playbooks Overview

What is Playbooks?

Playbooks by XANT - formerly InsideSales.com - is the only fully integrated sales acceleration platform that delivers the visibility, productivity, and effectiveness customers require to sell more. The Playbooks platform includes sales communications, email tracking, gamification, prioritization, forecasting and more – all built on Neuralytics, a predictive and prescriptive self-learning engine that prioritizes sales activities to target the most promising leads and opportunities. Neuralytics processes over 100 billion sales interaction data points to produce simp

Playbooks Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

InsideSales.com software is highly customizable—a product expert will contact you to discuss a specific proposal tailored to your needs.


Playbooks Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, India, Brazil, Mexico
Supported Languages
English

Media

Sending an email with Playbooks
Sending an email with Playbooks
Scheduling a call within Playbooks
Viewing open tasks within Playbooks
Playbooks video Playbooks video Playbooks screenshot: Sending an email with Playbooks Playbooks screenshot: Sending an email with Playbooks Playbooks screenshot: Scheduling a call within Playbooks Playbooks screenshot: Viewing open tasks within Playbooks Playbooks screenshot: Playbooks screenshot: Playbooks screenshot: Playbooks screenshot:

Playbooks Reviews

Playbooks Reviews

Overall rating
3,5
/
5
Excellent
7

Very good
12

Average
9

Poor
3

Terrible
3

Value for Money
3,3
Features
3,6
Ease of Use
3,7
Customer Support
3,3
56% recommended this app
Verified Reviewer

Super fantastico pipeline management tool


Verified Reviewer

InsideSales.com Review

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.


Mihai B.

Good if it works, terrible if it doesn't

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.


Verified Reviewer

Help our reps be more productive and hit their activity metrics


Verified Reviewer

Great for Automation of Phone Calls


Verified Reviewer
Industry: Real Estate
Company size: 201-500 Employees

Super fantastico pipeline management tool

Used Daily for 1+ year
Reviewed on 2018/12/06
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: E-Learning
Company size: 51-200 Employees

InsideSales.com Review

Used Daily for 6-12 months
Reviewed on 2019/06/01
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Mihai B.
Industry: Marketing & Advertising
Company size: 51-200 Employees

Good if it works, terrible if it doesn't

Used Daily for 2+ years
Reviewed on 2019/07/03
Review Source: Capterra

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+.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Verified Reviewer
Industry: Oil & Energy
Company size: 11-50 Employees

Help our reps be more productive and hit their activity metrics

Used Daily for 1+ year
Reviewed on 2018/07/03
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Verified Reviewer
Industry: Computer Software

Great for Automation of Phone Calls

Used Daily for 6-12 months
Reviewed on 2018/07/21
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

User recommendation
6,9/10
Based on 34 user ratings
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Playbooks Pricing

Playbooks Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

InsideSales.com software is highly customizable—a product expert will contact you to discuss a specific proposal tailored to your needs.

InsideSales.com software is highly customizable—a product expert will contact you to discuss a specific proposal tailored to your needs.

Value for Money
3,3/5
Based on 34 user ratings
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Playbooks Features

Playbooks Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
3,6/5
Based on 34 user ratings
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Categories

Additional information for Playbooks

Additional information for Playbooks

Key features of Playbooks

  • Area code overlay management
  • Automatic Call Logging in Salesforce
  • Automatic call logging for accurate tracking
  • Call Recordings and Monitoring
  • Call Salesforce records with a single click
  • Call transfers and automatic lead creation
  • Click-To-Call™
  • Custom Report Engine
  • Customizable Fields and Layouts
  • Geo Call Tagging
  • Inbound local call availability
  • Intelligent call distribution, interactive voice response
  • Local effectiveness analytics
  • Local to ACD/IVR routing
  • Outbound local calling
  • Real-Time Web Lead Capture
  • Real-time performance rankings and notifications
  • Record a call and attach it to the activity
  • Recording & Monitoring, Response Loop
  • one-click calling, voice transfers, voicemails and e-mail

Benefits

Playbooks Benefits:

Maximize funnel conversion with customized plays for different campaigns, segments or products
Leverage predictive tools to reduce wasted effort and increase effectiveness

PowerDialer Benefits:

Over 400% increase in web lead response rates
Up to 24% increase in conversations and 32% increase in close rates
Increase contact rates by up to 38%

Platform Benefits:

Increase close rates by over 20% with predictive prioritization
Lift rep productivity by over 35% with gamification
Start the quarter with over 80% forecast accuracy
Increase revenue by up to 30% in 90 days with integrated sales acceleration platform

LocalPresence Benefits:

Increase contact rates up to 38% when switching from a toll free number
Increase contact rates up to 25% when switching from a long distance number
Obtain a local network presence in all major markets
Provide local access for customer communications
Gain visibility using geo-targeted tracking metrics

Playbooks FAQs

Playbooks FAQs

Below are some frequently asked questions for Playbooks.

Q. What type of pricing plans does Playbooks offer?

Playbooks offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

InsideSales.com software is highly customizable—a product expert will contact you to discuss a specific proposal tailored to your needs.

Q. What are the main features of Playbooks?

Playbooks offers the following features:

  • Area code overlay management
  • Automatic Call Logging in Salesforce
  • Automatic call logging for accurate tracking
  • Call Recordings and Monitoring
  • Call Salesforce records with a single click
  • Call transfers and automatic lead creation
  • Click-To-Call™
  • Custom Report Engine
  • Customizable Fields and Layouts
  • Geo Call Tagging
  • Inbound local call availability
  • Intelligent call distribution, interactive voice response
  • Local effectiveness analytics
  • Local to ACD/IVR routing
  • Outbound local calling
  • Real-Time Web Lead Capture
  • Real-time performance rankings and notifications
  • Record a call and attach it to the activity
  • Recording & Monitoring, Response Loop
  • one-click calling, voice transfers, voicemails and e-mail

Q. Who are the typical users of Playbooks?

Playbooks has the following typical customers:

Large Enterprises, Mid Size Business

Q. What languages does Playbooks support?

Playbooks supports the following languages:

English

Q. What type of pricing plans does Playbooks offer?

Playbooks has the following pricing plans:

Subscription

Q. Does Playbooks support mobile devices?

We do not have any information about what devices Playbooks supports

Q. What other apps does Playbooks integrate with?

Playbooks integrates with the following applications:

Act-On, Chorus, Domo, ExecVision, Gmail, Gong.io, Microsoft Outlook, Quoter, Salesforce Sales Cloud, eLuminate

Q. What level of support does Playbooks offer?

Playbooks offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials