Playbooks Reviews

I like most that it auto dials either local or my number. It helps me be productive during the day telling me when I should make the next call or send the next email. It syncs up with salesforce so no need to enter my notes twice. It also makes the next followup call for me!

It is technology so sometimes it does go down, but they do have the support to bring it back up fast!

Until now it was working, now we are down and no one is helping us.

We are down completely, can't get support or anyone on the phone to help us when it is critical to or business.

the dialer software plug-in integrated well with our crm and that was a very good addition, we were able to build custom lists based on our target market and customer profile automatically, even the dialing was fairly automated. We also tried using insidersales for adding intelligence and enrichment into our existing account base. that was okay but nothing great.

this is a good software if your sales volumes are high and heavily dependent upon telemarketing, else you would be investing a lot of money and time in a software that performs mediocre at best.

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

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+.

- 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

- 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

Has a good concept to automate and remind the inside sales rep on their day to day activity running outbound campaigns. Has good features (if they work) and an intuitive interface.

EXCEPT it cannot do what it's designed to do! Every turn of the way is a challenge - Changing your cadence - won't save properly Changing contact details - does not reflect immediately, you need to log out and log back in Flexibility of changing your designed cadence while it's running - NONE Leaves the multi-step cadence plays VERY DIFFICULT to execute Insights in the region of my operations - APAC, there is NO-ADDED VALUE Was assigned an enablement solutions architect who left the company half way through giving us the training, there was absolutely no follow up after 3 weeks...

Efficiency to knock phone calls and emails. Very user friendly and easy to set up plays and email templates. The prerecorded voicemails is an amazing feature!

I would like to have the ability to run a alert,notification report from Microsoft Dynamics. I do like that we are provide alarms when individuals have email activity. However, when you are in the zone making phones, checking alerts can take away from your stride.

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!

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.

We use this for selling medical devices and it is so handy when you might not have caught something when on the phone call. It also makes it super easy to play calls back and listen for QA.

The lag time it takes for the call's to appear, although I don't think that is the company's fault.

The interface is fairly simplistic and easy to use

It doesn't work consistently, has to be removed and reinstalled. Does not allow for lead prioritization and the "Neuralytics" they tout so heavily is a load of crap. Power BI can give you the same data insights and do it far better than anything they offer. I still can't see the neuralytics data from a dashboard as they claimed we could do. It's as useful as a screen door on a submarine and they talk a lot about being helpful and caring but they don't. It's all fluff and they only develop and improve whatever their programmers are most interested in.

I enjoyed how quickly this organization added features to their Playbooks product. They make it easy to reach out with suggestions of how they can do better. Mostly, it has its strength in a "set it and forget it" campaign with highly targeted contacts. A group over 50 per campaign will bog down the process but it's great for knowing what to tackle during your day.

It can be very difficult to manage your campaigns but they have been working to fix this by enabling pauses of plays or contacts within a campaign. A few times we have had difficulties with Playbooks bogging down Google Chrome and causing it to crash, but those issues have been fixed.

It integrates with salesforce, which I use as well as InsideSales.Com on daily basis. It can be easily added to Chrome as an extension and is easily accessible.

It may tend slow down your browser which can be frustrating at times. Potentially a way to formulate lists and arrange for auto-calling as well as

The ability to communicate in many ways, change the pace, set automatic commands, and integrate with a CRM tool. Another pro worth mentioning is how responsive the Insidesales.com team has been with creating features that customers requested. We asked and they delivered.

There are two cons: One is that it slows down the window (Chrome) in which it's running on (may happen with other add-ons too). Sometimes when there is a glitch, for example - one play is stuck on the previous screen, it doesn't go away with refreshing the page and force you to turn the plug off and on.

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.

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.

It gives me a clear picture of what I need to get done each day with repeatable results. They have continued to update it's functionality to make it better.

I have experienced some issues with call recordings and lagging times with it taking time to reload before each activity.

The ability to design plays that suite the needs of current campaigns. Setting up the auto emails and reminders to pick up the phone make it easier to turn basic conversations into real pipeline. IS.com keeps the conversation going.

Can be slightly buggy at times. This issue has almost resolved itself since our initial instal in early 2017.

Keeps me on task to reach my monthly goal of plays sent or calls made to my customers which is over 900 accounts.

No value add nor interests from the customers. I always get emails that state to remove them from our email list. The plays are too long...14 steps is not beneficial. Each play should be no more than 3 steps at the most.

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.

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.

Ability to stay on top of prospects and easily identify who to target and when, with relevant information. The tool allows me to efficiently reach my prospective customers.

With the chrome plugin, there are often issues with the functionality that can be frustrating. Sometimes its a Chrome issue, sometimes its an SFDC issue, sometimes its an ISDC issue. In my role I have metrics to hit using ISDC, and when i'm unable to do that because of functionality problems it is frustrating.

It helps keep me on task. I have over 1600 accounts that I call into. I need to have a devise that will set reminders and give me a easy vehicle to make calls and send emails.

Not be able to send out mass emails for things like webinars, etc. We have a lot of webinars that we try to get customers to sign up for. Mass emailing and then following up would be helpful.

it made it very simple to make a lot of dials and add notes to salesforce. After we ironed out the kinks it worked well.

we had a lot of issues with the inboud phone queue with this software. it seemed like it took forever to iron out the kinks.

Honestly, there was not much I liked about this software other than its dialer solution. The dialer allowed for us to insert our logic of which records we wanted to reach and when. For example, prioritizing by Time Zone, Lead Status, and so on. The users on the platform itself were able to easily onboard as it is not too hard to navigate.

The support line was horrible for this company, more often than not, my operations team and I seemed to come up with the answers before the support rep working with us did! We felt we knew their product better than they did. Reporting was not robust enough, and we had to do a lot of work arounds and "tricking the system" when creating automations. Often any automation we created for this system did not work as expected. We eventually moved over onto Salesforce, which was a better fit for our business. InsideSales did not fit our growing Sales organization's needs sufficiently.

Nothing, the only thing that works are Outbound calls, ironic for an INSIDE sales system.

Everything. The phone system doesn't intake clear calls. Customer complaints daily. Lost sales. No one at that company cares, just a bunch of young kids. My company made a deal with the devil

When it works, insidesales makes it very easy to hammer through a ton of dials while also automating the process of logging call activities and updating tasks

The problem is that it only works 75% of the time. I often have calls not save, notes disappear on calls, and tasks that don't update or save when done through the insidesales plugin. Customer support has never once responded to me for issues I had with their Vision product which is also horrible (works 25% of the time if that)

No pros were added to this review

I am pursuing this early termination because we have not had any of our issues resolved in the past 3 months. I have seen how effective inside sales can be because we had it working for a full month before signing the contract. I am willing to work through a price reduction but only if we can achieve that same level of efficacy in your product. However, this is a high bar for inside sales now because my entire team has lost faith in your product. Inside sales has failed to provide a basic level of service to us as a customer.

I apologize you've had a poor experience with InsideSales.com, I know this is not typical for us and I believe we can make this right for you and your organization. I would be happy to set up a time for you to talk with our SVP of Customer Success about your concerns. You can reach me directly: Ryan Breneman rbreneman@insidesales.com 208.760.0706