# InsideSales Reviews **Vendor:** InsideSales **Category:** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) **Average Rating:** 4.5/5.0 **Total Reviews:** 618 ## About InsideSales Accelerate your company’s revenue with Playbooks from InsideSales, the smartest sales engagement platform. With Playbooks, sales professionals increase productivity, optimize customer interactions, and connect to the right buyers. Playbooks goes beyond a traditional sales auto dialer or sequencer. It doesn’t just help your team do more, it helps them do more of the right things. Reps are provided with additional contacts and recommendations of who, when, and how to reach out—making their efforts more effective. Leadership is provided with valuable insight into their remote sales team to see what’s working and what isn’t. ## InsideSales Reviews ### 1. this tool made my life so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2020 **What do you like best about InsideSales?** the task function. I love that I can upload a lead and it tells me when I have to call them. Much of my day used to be spent figuring out who to call. Now I can just call call call. **What do you dislike about InsideSales?** there should be a calendar tool where you can select when to start a person in a play and move around tasks based on your workload. If I add 20 people day 1 then 20 people day 2 the 30 people day 3. the overlapping tasks sometimes make it so there are 70 on the same day. It would be nice If I could select some to move out, or start later. **What problems is InsideSales solving and how is that benefiting you?** time management, productivity, organization ### 2. All downhill **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about InsideSales?** Nothing - required to place characters in this box. **What do you dislike about InsideSales?** Sadly, this tool went downhill dramatically after the buy-out from Aurea. They laid off all of the employees and brought in people who could not support customers. I used this tool daily, and the functionality compared to all of the other competitors we reviewed when leaving InsideSales was laughable. Please. do not move forward with this software. **What problems is InsideSales solving and how is that benefiting you?** Inside sales is trying to make selling easier and automating workflows. they are not succeeding at this considering the regularity with which the tool goes down and becomes unusable. ### 3. Simple to use, poor performance over 5000 non recorded calls this year 2023 **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about InsideSales?** Nothing now. typing this to fill in space. **What do you dislike about InsideSales?** Lack of relevant responses from support services. **What problems is InsideSales solving and how is that benefiting you?** The CEO of Aurea left because he knew the problems were pretty deep. I emailed him, my email bounced, and now he's working somewhere else that has a chance. Now they've got Meshach in London, England driving the ship. Lots of marketing on the front end and very polished but doesn't seem like they know where to go from here. ### 4. Xant struggles to sync with Salesforce **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2023 **What do you like best about InsideSales?** It was simple to start using. That's the extent of my positive experience. **What do you dislike about InsideSales?** Xant/InsideSales seems like it will sync easily with Salesforce and eliminate inefficiencies but after months of trying to use the workflows and sync with Salesforce, I experienced nothing but issues. Calls dropping, syncing with incorrect accounts, and not writing back were all issues that were ongoing. **What problems is InsideSales solving and how is that benefiting you?** It was supposed to eliminate inefficiencies but caused more trouble than it was worth. ### 5. Avoid InsideSales at all costs! **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2023 **What do you like best about InsideSales?** Nothing now. I used to love their Playbooks software. Although, since the buyout from Aurea, their customer service has gone down the drain. Support became non-existent **What do you dislike about InsideSales?** Lack of transparency for support and updates. Support tickets remain open for days. There is constant unexpected downtime with no resolution for days without identification of the root cause. Support documents are out of date, and they don't ever get updated. After Aurea bought InsideSales, they gutted the staff, brought on independent contractors who could not provide any support, and then raised all the prices for their services. **What problems is InsideSales solving and how is that benefiting you?** IVR system for making calls and closing sales. Doesn't seem to be working as expected anymore. ### 6. Xant Playbook - not the most easy to use **Rating:** 3.0/5.0 stars **Reviewed by:** Kyle B. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about InsideSales?** The automated campaigns are great for BDRs, but aren't the best for AEs who need a more personalized approach for handling their pipeline. I did like how you could call right out of salesforce. **What do you dislike about InsideSales?** It was. a big hard to use and wasn't the best for Account Executives. It would be good to use soley for BDR campaigns. **What problems is InsideSales solving and how is that benefiting you?** Inside sales helped us automate a lot of our BDR campaigns. Saved us lots of time not having to email out of outlook and not have to dial outside of salesforce. ### 7. Playbooks is the Winners Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Wendell B. | Inside Sales Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2020 **What do you like best about InsideSales?** Playbooks is an awesome tool to help me tackle my book of business strategically and accurately while giving me a great view of my customers in a way to only help me win! Easy to use and easy to follow the steps allows me to set my day up with ease and meet my companies metrics and KPI's. This tool makes me a better Salesperson. **What do you dislike about InsideSales?** At this point the positives outweigh the negatives but the one thing I would like to see is the ability to send one email to multiple people which is not something Playbooks can do just yet **Recommendations to others considering InsideSales:** This is an all in one tool to help you win and be a better sales person **What problems is InsideSales solving and how is that benefiting you?** The problems I am solving is my daily call blocks and tasks are now easier to run with the confidence that I can complete these on a daily basis. and the benefits I see with that is having more time to really dig into my customers accounts with a better knowledge of what their pains are and how I can solve them ### 8. Not intuitive and full of issues **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2022 **What do you like best about InsideSales?** The automated selection of accounts is useful. That's where it stops, unfortunately. **What do you dislike about InsideSales?** It has a very unintuitive interface. For example: It's not clear when a bot is active (messaging), buttons and actions are in unexpected or hidden places and navigating the tool is hard for reps. Our company (100+ reps) has needed much support and it always took a lot of time for problems to get solved. We currently have an issue that changes our phonenumbers' country codes so that it looks like we're calling from another country. This is killing to our connection rate, so we're working outside the tool for two weeks already(!) We've worked with it for over a year and, finally, upper management has decided to stop using it. A sigh of relief was audible throughout our salesforce. **What problems is InsideSales solving and how is that benefiting you?** The problem we're solving is that we're stopping usage and switching to Outreach ### 9. InsideSales.com is the best Sales Enablement tool on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2022 **What do you like best about InsideSales?** The ability to contact leads in real-time with their deep integration with Salesforce **What do you dislike about InsideSales?** I wish they were still offering their Powerdialer product, it was amazing **What problems is InsideSales solving and how is that benefiting you?** Prospecting leads in real-time. Speed-to-lead to increase conversions and sales ### 10. Marketing Insights and Cloud Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 12, 2022 **What do you like best about InsideSales?** User Interface and ease of finding information on latest news updates. Provides insight on sales analtyics with historical trending of data. Configuration of snapshots can be done by end user without the need of IT support **What do you dislike about InsideSales?** Release guidelines and training. There are good amount of updates being released regularly without proper documentation and release notes. It will be really nice to have release notes shared to user community before the release. **What problems is InsideSales solving and how is that benefiting you?** Marketing insights and Latest updates from the market. ### 11. Better then Quickbooks **Rating:** 5.0/5.0 stars **Reviewed by:** erica f. | B, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2021 **What do you like best about InsideSales?** I LOVE THAT IT HELPS ME KEEP TRAACK OF ALL OF MY CONTACTS AND ALWAYS BE UP TO DATE WHEN IT COME TO WHEN I SHOULD FOLOW UP AND WHAT STEP I SHOULD BE ON AS FAR AS TIME WISE. **What do you dislike about InsideSales?** I DISLIKE THAT SOMETIMES IT BECOMES HARD TO FIND A SPECIFIC CONTACT AND I CANNOT SPECIFICALLY SEARCH FOR THAT CONTACT, IT DOESNT HAVE A SEARCH BAR IT JUST SEEMS LIKE ITS SIMPLY MADE JUST FOR TASKS. **Recommendations to others considering InsideSales:** Make sure you are on top of your books an past due tasks because people will get lost quickly and it will be a week before you notice you missed calling someone **What problems is InsideSales solving and how is that benefiting you?** some problems are that i cannot find someone or specifically search for something in the playbooks i have to just wait until it pops up again or just scroll through a list of people. ### 12. This is a game changer in productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Mary M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2020 **What do you like best about InsideSales?** I love how the plays are automated and eliminate overthinking! You can always skip a step in a play if necessary, but not having to decide what type of voice message or email to use for each outreach attempt has made me much faster at completing calls and really getting deep into my database every day. I love that I can leave a recorded voicemail that is very detailed and specific on the fly and move on to the next call while it is being delivered. The snippets for email are great as well. **What do you dislike about InsideSales?** I really haven't found a downside to using Playbooks. I have been doing this work for a very long time and have been forced to use the newest and latest thing for productivity often. This is the first tool that I feel has made me better and that I haven't felt the need to work around! I am truly excited to use this every day. **What problems is InsideSales solving and how is that benefiting you?** The biggest problem solver taking the guesswork out of a contact strategy. It does tth thinking for me on who to call when and how many times. It also allows for override when that is warranted so I still feel in control. It saves me time everyday. It also has helped me find opportunities buried in my database that manually I may never have uncovered. ### 13. Easy to use, productivity is huge **Rating:** 4.0/5.0 stars **Reviewed by:** Kriti C. | M, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2022 **What do you like best about InsideSales?** Features which are easy to use and secure. Good software **What do you dislike about InsideSales?** Nothing as such I dislike but we need speed **Recommendations to others considering InsideSales:** Can go for it. It's good one **What problems is InsideSales solving and how is that benefiting you?** Promotion and all to increase productivity ### 14. BEST APPLICATION I'VE EVER USED!! **Rating:** 5.0/5.0 stars **Reviewed by:** Alyssa M. | Administrative Design Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** March 09, 2021 **What do you like best about InsideSales?** I can call a customer, create notes within playbook so that it's easy to access what was previously discussed. I can also view past notes, and listen to calls I've made by pressing on the note I've created for that specific call. This gives me a huge benefit to gaining access to everything I have done throughout my day. Each call I make, is also placed on a report so that I can see how many calls I've made that were no answers, left voice messages, contacted, wrong numbers.. ect. Adding accounts to my XANT Playbooks is super easy and the application is an incredible guide to making sure you complete the tasks you need to, as it functions as a Task Sheet too. It's by far the best tool I've ever used! I can email from Playbooks as well! I linked my Playbooks with my email, and it tells me when I've received new emails, I can check events, check missed calls, and more! You can even create a calendar like page for when you need to schedule a future call!! **What do you dislike about InsideSales?** I have no negative feedback! XANT Playbooks has literally exceeded my expectations in a high volume work day that I have, where things can get hectic and tasks can become unorganized. Playbooks helps with EVERYTHING!! **Recommendations to others considering InsideSales:** Just download it! It's the best platform I've used to assist me with my daily work flow and it's as if I have my very own personal secretary! You won't be disappointed! **What problems is InsideSales solving and how is that benefiting you?** I can finally listen to previous calls to check my own verbiage, send and open emails through Playbooks, create a calendar for future calls, create a task sheet with all my accounts I need, view past notes, create new notes, click on options on how your call went, whether is was a no answer, you left a voice message, you were able to make contact, if the number you used was a wrong number.. ect.. It's a HUGE BOOST to my day!!! ### 15. Good concept, execution needs improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Zach K. | Business Development Manager, Mid-Market & Enterprise Sales, Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2020 **What do you like best about InsideSales?** Business development/inside sales workflow automation and process management including custom cadences (Plays) and custom CA templates. Notifications regarding what tasks are due on any given day (To-Dos). **What do you dislike about InsideSales?** Integration with Infor CRM leaves much to be desired. Very frequently was not working as described. Perhaps Playbooks’s integration with Salesforce works better. Also name change to Xant and new color scheme of neon yellow left users confused and disappointed with the garish change. **Recommendations to others considering InsideSales:** I believe which CRM you intent to integrate with is key – make sure there is a tried and true connector available already. **What problems is InsideSales solving and how is that benefiting you?** Plays books works fairly well to automate the prospecting workflow. ### 16. Xant helps me to be more efficient with my daily activities **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher Robert (Chris) L. | Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2020 **What do you like best about InsideSales?** Having your email templates at a click of the mouse. I also like the feature that allows me to send the email at the most opportune time for the customer. **What do you dislike about InsideSales?** Sometimes when I try to knock out a call / email block from a specific play. Xant will sometimes feed me some accounts that I already dispositioned. **What problems is InsideSales solving and how is that benefiting you?** Xant makes me more efficient. ### 17. It has been very useful for the operation of my work team,because we handle many campaign **Rating:** 5.0/5.0 stars **Reviewed by:** Nancy L. | Business Development Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2021 **What do you like best about InsideSales?** What seems better to me is that a play can be made for each campaign that we are managing, we can segment it as we need it and each executive focuses on one play,because we handle many campaigns with different databases and through playbooks they can be separated and followed up on each one **What do you dislike about InsideSales?** In my case, sometimes the language I would like to have people who speak Spanish but it's not a big because some members of my team don't speak very fluent English,previously if there was a person who supported us in Spanish,I also think that they should provide a separate training for the people who supervise equipment, so that we can get more out of the to make reports and listen to the recordings **Recommendations to others considering InsideSales:** It is a very good work tool for the type of operation that we do in the area of new Business Development,because we can make independent plays for the type of prospects we want to touch,because for our area this tool has been of great help and it would be for companies that have this same way of working **What problems is InsideSales solving and how is that benefiting you?** we have solved problems when my plays disappeared, the benefits is that it was solved immediately they helped me to solve it,they have helped me solve all the problems we have had with the sistem, we have had because our plays have disappeared and they helped us to solve it immediately ### 18. Helps me stay organized **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2021 **What do you like best about InsideSales?** What I like best is that I can have hundreds, even thousands of leads at a time. There is no way I could remember when I emailed or called someone on my own. I also appreciate the note feature so I can write my thoughts. **What do you dislike about InsideSales?** I don't like how sometimes notes or calls are unavailable. This typically doesn't last long for me. I'll just wait 5 minutes before trying again. What is least helpful about Xant is the list views, which make my eyesight tired. I also would prefer to have more filter options. The ones Xant has are very useful but I would appreciate, for example, being able to filter those who are stuck in an email step with no email so I can mass delete them. That would take Xant to the next level! **What problems is InsideSales solving and how is that benefiting you?** Xant helps me reach out to people in a consistent and professional way. I would totally miss outreach if it weren't for Xant. It also works great with Salesforce. ### 19. Good but needs some help **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** April 23, 2021 **What do you like best about InsideSales?** I like that Playbooks offers automation for plays, the nueral send feature is nice as it may send an email at an odd hour, but when your customers might be more apt to view it. Creating plays is pretty simple as well. Creating your own templates and snippets is very easy and handy. The customer service team is always responsive and very helpful and willing to solve any issue you might encounter. **What do you dislike about InsideSales?** I dislike that it tends to slow down Salesforce. I don't like how it leaves a large space between the body of the email and your signature line, which can make it look like an auto-generated email. The Outlook plugin is very lacking, it has basic features, but nothing spectacular. We also use ZoomInfo and there is no integration or easy way to put people in a play directly from ZoomInfo. The sidebar takes up a lot of screen area and gets in the way of Salesforce. It runs as a separate window, where having it as a separate tab would make it easier for me. **What problems is InsideSales solving and how is that benefiting you?** It's an wasy way to enroll leads and prospects into a play. It makes you more efficient. The automation is nice so it can send emails while you are on vacation, for example. ### 20. Playbooks is amazing for ensuring that you get meaningful customer contact **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew R. | B, Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2021 **What do you like best about InsideSales?** organization. the ability to sort. the customizability. the ability to track to see where we are at for all levels. account, rep, team, division. we can really see who is working hard and who isn't. it has a wonderful toolkit for users. as just a rep I am very much impressed. **What do you dislike about InsideSales?** While customizable the only things i wish i could do different is change whether a step in a play calls for email vs. call to complete the step. however, i recognize that it is probably possible to create additional plays and simply remove from one play to another more email heavy version of the play for those clients that prefer email communication. we just haven't done that yet. **What problems is InsideSales solving and how is that benefiting you?** customer engagement and communication. we are getting much higher customer contact rates vs. old methodology. ### 21. Playbooks Review **Rating:** 4.5/5.0 stars **Reviewed by:** Raquel F. | Business Development Representative, Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2021 **What do you like best about InsideSales?** I enjoy that you can sort by time zone when trying to prospect your accounts, and that if gives you stages to prospect to stay on top of your prospecting. When prospecting, leads can fall through the cracks which affects your success, so this is helpful. I also enjoy that you can put your email templates in playbooks, so it's quick to send them while dialing. **What do you dislike about InsideSales?** I dislike the fact that if you flag an account and it comes out of your name in salesforce, it doesn't communicate to salesforce taking it out of your tasks. You have to manually take it out of playbooks. Although you can sort it by time or time zone, I think it would be cool to sort accounts or opportunities specifically by city! **What problems is InsideSales solving and how is that benefiting you?** Playbooks helps me have a good cadence with my accounts, and tasks keep me organized. The benefits are also being able to sort by segmentation level of accounts to go after the more valuable clients. ### 22. XANT Playbooks Review **Rating:** 3.5/5.0 stars **Reviewed by:** Caroline C. | T, Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2021 ### 23. So much more productive! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2021 **What do you like best about InsideSales?** So much more productive! This tool is a must-have for any business where sales calls, follow up and activity tracking is a must! My favorite features include click to call, email templates, adding account notes directly in the tool, and the pre-recorded voicemails I can create. **What do you dislike about InsideSales?** I wish there were certain SalesForce fields like Doing Business As that could be added to my emails but that's a personal preference **What problems is InsideSales solving and how is that benefiting you?** Knowing which customers to call is a big one. I don't want to call out on a customer I just spoke to two days ago. Seeing the emails and calls I've made under Activities has been a huge help and time saver. Click to call allows me to update a customer account once and that same information is available the next time I'm in the record. ### 24. I am enjoying using the program, although I am not totally proficient yet. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 29, 2021 **What do you like best about InsideSales?** The ability to send out email from the template . **What do you dislike about InsideSales?** I haven't found anything i really dislike. **Recommendations to others considering InsideSales:** I would recommend it. **What problems is InsideSales solving and how is that benefiting you?** Organization of my leads. It has helped me to reach more leads faster. ### 25. Playbooks has enhanced and simplified my CRM process through Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren C. | AVP SPDR ETF Sales- Pacific Northwest, AK and HI, Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2021 **What do you like best about InsideSales?** I love the click to email and click to dial functionality within Playbooks, it saves a lot of time while updating client contact records. **What do you dislike about InsideSales?** I can't think of many downsides to Playbooks. The only issues I've had is that sometimes the plugin needs to be refreshed as it stops synching with Saleforce but that is generally an easy fix. **What problems is InsideSales solving and how is that benefiting you?** One problem that I'm solving with Playbooks is the ablity to send out compliant and approved emails quickly and without fear of typographical errors by using the "templates" feature to send out email to clients. ### 26. Xant saves me so much time **Rating:** 5.0/5.0 stars **Reviewed by:** Liz B. | Senior Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2021 **What do you like best about InsideSales?** I like that I don't have to try to remember where I am in the follow up process with clients. Xant keeps track of my follow up tasks and helps keep me to a timely response cadence. **What do you dislike about InsideSales?** I don't love that Xant requires me to mark a play successful or to end a play. I feel like that part is a little clunky. I'm always unsure when to end and what play to switch to next. **What problems is InsideSales solving and how is that benefiting you?** I am definitely able to navigate viable opportunities more easily by using playbooks. It has helped me determine which opportunities I should be spending my sales calories on by keeping track of tasks that have received engagement. ### 27.

Ensure a delightful user experience

**Rating:** 5.0/5.0 stars **Reviewed by:** Kevin C. | Sales Business Development, Enterprise (> 1000 emp.) **Reviewed Date:** May 02, 2021 **What do you like best about InsideSales?** - Ease of Use - Ease of Navigating the platform - Intuitive - Awesome support **What do you dislike about InsideSales?** - Mass update of Tasks (such as deletion) **What problems is InsideSales solving and how is that benefiting you?** - Send out quick communication to a list of attendees after a campaign has concluded. - Saves time to craft another similar email to a similar prospect. - Establish a cadence in terms of prospect communication. - Key benefit is really to seamlessly enroll a SalesForce lead into a Play after a one-time effort to create the Play has been established. ### 28. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Tom L. | Account Representative, Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2021 **What do you like best about InsideSales?** Since starting in sales I have been through a few CRMs. As an AE I do enjoy Salesforce, but there tends to be a bit of extra work to log activity that bogged things down. I have always made suggestions on what to look for in technology to make life easier and drive more activity. Finding a way to log things easier and remove repititive action is key. To this point I have found that Xant does this and is a fantastic add on for our company. From better call quality, to ease of use, and automation to push greater activity, this program has exceeded my expectations. We are still in the testing period, but when I make a suggestion they even look at ways to be able to implement my suggestions before we start. I can't say enough about the product and the team. Well done! **What do you dislike about InsideSales?** I dislike that I didn't have this program until now. The things I saw as even small obstacles are being remedied by staff to give us additional ways to use it moving forward. **What problems is InsideSales solving and how is that benefiting you?** repetitive actions are being removed saving time and adding in the automation of plays and template is a giant help. ### 29. Awesome Troubleshooting Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2021 **What do you like best about InsideSales?** I like how organized Xant keeps my sales pipeline and how it shows me what activities I have already done. I also love the fact that it shows me when a prospect opens an email. It helps me work to write more engaging email content that can better convert to a response or a followup call from the client. **What do you dislike about InsideSales?** I dislike that I am able to create my own custom plays. **Recommendations to others considering InsideSales:** It is very useful and don't be afraid to reach out to their helpdesk/support. They are super responsive and knowledgeable. **What problems is InsideSales solving and how is that benefiting you?** I am solving pipeline organization, email content conversion analysis, keeping track of my daily outreach KPI's with the record keeping scorecard, keeping track of who has said they are not interested by being able to remove people from a particular play, also organizing industries by being able to optimize my prospecting by putting different leads into various plays. ### 30. Too many important features missing **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2021 **What do you like best about InsideSales?** 1. Connects well with SFDC. 2. Easy to pull leads in. **What do you dislike about InsideSales?** 1. Reporting is challenging to set up. 2. Can't use custom merge fields in emails. **What problems is InsideSales solving and how is that benefiting you?** We have used it to manage outbound sales campaigns. ### 31. Keeps me organized!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2021 **What do you like best about InsideSales?** i like that it keeps my accounts organized and organizes them by stage to keep myself and the client to get them to be engaged. with the amount of accounts i work with, having a system like this makes my day by day go smoother and prioritizes them with the most important ones first that need to be handles. **What do you dislike about InsideSales?** So far i have not found anything that i dislike about playbooks, Its fantastic so far! **Recommendations to others considering InsideSales:** nothing at this time its easy to use and effective **What problems is InsideSales solving and how is that benefiting you?** Keeping myself organized, just with playbooks i got re engaged with a client and sold them. Also implementing vidyard with playbooks is getting more of clients to engage with me and respond. Also another thing it is solving is the phone issues, with our old dialer i would miss call after call and now the phone rings and im not missing any ### 32. Great use of Gamification. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2021 **What do you like best about InsideSales?** The point system. It gives you an idea of how well youre working your leads and comparison to your peers. **What do you dislike about InsideSales?** Im not always sure how the system works to load your leads in. Sometimes you get caught up in leads youve already called multiple times. It is almost like it likes a certain number of leads and wants to keep feeding them to you. **Recommendations to others considering InsideSales:** Great way to incentivize and work through your leads effectively! **What problems is InsideSales solving and how is that benefiting you?** It incentivizes you if you are competitive. It also keeps you honest in your performance working your leads. It sometimes feeds the same set of leads to you that youve worked in a short amount of time. ### 33. Wonderful and makes organizing a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle D. | Senior Business Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2021 **What do you like best about InsideSales?** The straightforward layout to the flow of touchpoints. the snippets that I can create myself, as well as the quick templates already built-in **What do you dislike about InsideSales?** I wish I could see the tasks that are due tomorrow after I complete the ones for today **Recommendations to others considering InsideSales:** Go for it. It has taken so much stress and worry about organizing my day off my plate. **What problems is InsideSales solving and how is that benefiting you?** My workflow and organization throughout the day have been more accessible and more manageable. ### 34. Easy work flow, lots of opportunities, and great experience setting up! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2021 **What do you like best about InsideSales?** As part of my organizations pilot program integrating Playbooks into our everyday work flow was a bit challenging but our team worked with Xant to make sure everything is ready to launch. Playbooks itself offers lots of customization and allows for a more efficient way to manage my day to day business and stay in better communication with clients! **What do you dislike about InsideSales?** I think rolling it out to our entire organization will require more time. I think it'd be helpful if all managers had access to a sort of sandbox to help with reps training. Only thing I don't like about playbooks itself is not being able to edit the time/date of a scheduled call back! **What problems is InsideSales solving and how is that benefiting you?** Staying on top of consistent contact with all clients. The ques and automated features are great and make my day much more efficient ### 35. AMAZING tool **Rating:** 5.0/5.0 stars **Reviewed by:** Liana F. | S, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2020 **What do you like best about InsideSales?** I've worked in sales for about 2 years now and this is my first job where Ive had the opportunity to utilize Xant. I cant believe I went two years without it. The playbooks are so simple and easy to use since theyre automated, I dont have to think about my day because Xant organizes it for me, and I dont have to hand craft every email because Xant tells me what to say. Couldnt speak highly enough **What do you dislike about InsideSales?** I dont think I could name one thing I dont like about Xant. Its so easilly integrated with all of my other systems and tools and makes my day simple and organized without a thought **Recommendations to others considering InsideSales:** Make it your primary tool. It integrates with everything and makes your job so much simpler **What problems is InsideSales solving and how is that benefiting you?** The automatic emails and VM scripts make it easy to know what I am going to say so I dont have to go look up accounts one by one every time I am looking to follow up with a lead. Each playbook is uniquely written and organized to make sure it fits the type of lead I am chasing. And I like that I can see my previous activity and what progress has been made with each lead without having to individually look them up in the system every time. ### 36. User Friendly!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2020 **What do you like best about InsideSales?** I can easily make and receive calls. The caller ID pops up on the screen and lets me know immediately who is calling. **What do you dislike about InsideSales?** Allowing more text characters for outgoing messaging. **What problems is InsideSales solving and how is that benefiting you?** I do not have any problems. I like how it links to salesforce with no hiccups. ### 37. USING XANT PLAYBOOK IN HEALTHCARE SALES **Rating:** 5.0/5.0 stars **Reviewed by:** Frederik C. | Internal Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2020 **What do you like best about InsideSales?** I like Playbook because it helps me keep my daily calls organized. Perhaps the most valuable feature to me is the ability to create separate plays for a group of accounts depending on a specific objective or characteristic. Plays not only help me with following a pre-established mix of calls & emails cadence but also eliminate the risk that some clients get neglected for too long or that I fail to follow up. I cover a rather large area with thousands of clients and I believe these features of Playbook have helped increase my ability to manage the accounts successfully. **What do you dislike about InsideSales?** There is nothing that I really dislike in playbook as I think it is a very well thought application. If I really must think of a downside perhaps that would be the emails. It is not as easy to write and send emails from Playbook as it is from Outlook but I guess that is a relatively small price to pay in turn of keeping calls and emails all together organized. **Recommendations to others considering InsideSales:** I highly recommend Playbook. One advice is to make sure you learn about all the features of Playbook before coming to conclusions on its usefulness. **What problems is InsideSales solving and how is that benefiting you?** I would say the main problem Playbooks help solving is the ability to follow up properly and thoroughly with clients. Another is being able to set specific goal and objectives for groups of clients who have a common denominator. Overall Playbook's greatest benefits to me as a sales rep is that helps me increase reach and keeps me continously motivated. ### 38. A very convenient way to connect **Rating:** 5.0/5.0 stars **Reviewed by:** Amelia S. | Inside Sales Development Representative, Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2021 **What do you like best about InsideSales?** Tasks. I can send emails, and they provide notifications whether the customer has opened or clicked on the link. That is really cool **What do you dislike about InsideSales?** Nothing much. I guess it is just a delay of voice when speaking to the customer. **Recommendations to others considering InsideSales:** N/A. So far is great. **What problems is InsideSales solving and how is that benefiting you?** During communication with customers. XANT playbooks made it easy with disposition the call to know the status and productivity daily. ### 39. detailed and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Brian J. | Upgrade Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2021 **What do you like best about InsideSales?** the way I can reference a call or email by simply looking up an account **What do you dislike about InsideSales?** do not really have any issues with it. it works fine for me **Recommendations to others considering InsideSales:** use it, its a helpful tool to track and log calls and emails so your day is planned out nicely and professionally **What problems is InsideSales solving and how is that benefiting you?** i have none, I love the navigation ease with it and how it connects with salesforce ### 40. Keeps Me Disciplined **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2021 **What do you like best about InsideSales?** Very easy to use and keeps me disciplined on my workload **What do you dislike about InsideSales?** When I have accounts that I know are future cancels, but you can't permanently remove them from your tasks/plays until they are canceled in Salesforce I believe... so I have to continue to skip/pause until I cancel the account in Salesforce. These situations make it appear that I have a ton of accounts enrolled that I haven't touched or worked, and an excessive amount of unnecessary enrolled accounts....which creates heavy workload. **What problems is InsideSales solving and how is that benefiting you?** Getting in touch with more digital accounts (since it somewhat "forces" me to call upon all upcoming unhandled accounts) ### 41. XANT is easy to use, user friendly, and helpful. **Rating:** 5.0/5.0 stars **Reviewed by:** McKenna D. | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2020 **What do you like best about InsideSales?** XANT is simple to navigate and gives helpful tips. It gives me the ability to easily see my tasks and what needs done next. It has many calling options and allows me to choose how I want my number to be viewed. It gives me the ability to upload my contacts, which is also a beneficial feature. The dashboard is user friendly and simple to use as well. It gives great support and feedback if I am in need of any help. It has many features that businesses and individuals can utilize. It also has email features that are helpful and easy to use. **What do you dislike about InsideSales?** XANT is sometimes slow and occasionally doesn't track dials correctly. Sometimes it will call the wrong number. Sometimes upon hanging up a call, it will slowly load for longer that I would like. This keeps me from being able to call customers quickly and efficiently. Sometimes it associates the wrong name with the wrong number. I have also noticed some downtime with the application a couple of times. I assume this occurs when there are many users at once or if the application feels overloaded. **What problems is InsideSales solving and how is that benefiting you?** XANT can be slow sometimes and doesn't always hang up the phone when I click the button. It occasionally doesn't track my calls correctly or doesn't track them at all. It has a simple platform that is user friendly. It has many beneficial features that are organized nicely on the dashboard and throughout the XANT tracker. It has features for people, accounts and opportunities. The support and feedback features are nice. They allow me to easily get help if needed. ### 42. Using SalesConnect and PlayBooks Daily **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2021 **What do you like best about InsideSales?** This integration provides a seamless and easy way to: integrate the result of an outbound call, schedule a follow-up, task, purge a suspect that does not qualify as a prospect, and then launch your calls that are tracked and the results viewable in your Dashboard. In all the years of using SalesForce.com by far this is the easiest one to adopt and master. **What do you dislike about InsideSales?** We had an upgrade that for awhile resulted in orphans, a contact coming up in Playbooks but missing the Account information in SalesConnect. But we were able to manage the purging out of records and now everything is running very well. **What problems is InsideSales solving and how is that benefiting you?** In the Call Center we are qualifying viable Opportunities for our Sales Team. So by understanding how to purge out those Suspects that did not qualify then my productivity is enhanced greatly. ### 43. Xant is very helpful in making sure things don't fall through. **Rating:** 5.0/5.0 stars **Reviewed by:** Yajaira G. | Sales Development Representative, Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2021 **What do you like best about InsideSales?** The task reminders and how easy it is to import people into plays as well as sync them from SF. **What do you dislike about InsideSales?** That it deletes data once a play is not successful or deleted. Sometimes I would like to add to plays or call people twice even if it is not in the exact order. **Recommendations to others considering InsideSales:** It's very helpful and easy to learn, definitely contact support to go over how to use it, if needed. **What problems is InsideSales solving and how is that benefiting you?** Able to keep track of things, also when is the best time to contact people. ### 44. Its a great tool for follow ups with the customers **Rating:** 5.0/5.0 stars **Reviewed by:** Rashvi A. | Business Development Executive - sales, Enterprise (> 1000 emp.) **Reviewed Date:** February 02, 2021 **What do you like best about InsideSales?** Automated follow up emails which goes to the customers on time, and mass emailing to large number of audience/customers. **What do you dislike about InsideSales?** I can Only Select one time in a day to do mass emailing...it should have more options. **What problems is InsideSales solving and how is that benefiting you?** As right message goes to the customer on email on time, i don't miss out in emailing to the customers, specially follow up emails. As email keeps going to the customer there is maximum number of chances that customer reply on emails. it is time saving tool. ### 45. Playbooks is Amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Antonio R. | I, Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2021 **What do you like best about InsideSales?** I Love Playbooks it is absolutely amazing. It makes things so much easier doing my job. **What do you dislike about InsideSales?** There is nothing that i dont like about this system it is great. **What problems is InsideSales solving and how is that benefiting you?** It makes it alot easier for me with scheduling calls for customers and controlling my day. ### 46. Great Tool, keeps all info handy and allows accurate tracking of all actions taken **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2021 **What do you like best about InsideSales?** Tool allows to have all the information required to have a better understanding of the lead progression, it is great how the tool displays all interactions in a timeline easy to access and review. **What do you dislike about InsideSales?** Filters sometime may act up and will have to go back or log out to make it fully operational again. This could be due to updates on our end. **What problems is InsideSales solving and how is that benefiting you?** Activity tracking, shows all contact information in one place ### 47. Playbooks has helped me stay organized and increased my efficiency. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathon G. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2020 **What do you like best about InsideSales?** That it gives you a list of accounts to contact daily, which helps keep me organized. It is easy to use and to switch between customers, which I have found allows me to be much more efficient day to day. **What do you dislike about InsideSales?** That an email is required to be either completed or skipped after each customer is contacted. This might be something that my company has chosen to include in our plays, however I find myself wasting time having to skip emails for customers that do not have one on file. **Recommendations to others considering InsideSales:** Playbooks is a great tool for those looking to increase efficiency in their work. It will help you to stay on top of your day to day tasks and allows you to schedule contact frequencies for each individual account. **What problems is InsideSales solving and how is that benefiting you?** Playbooks is allowing me to contact important customers as often as they should be contacted, and to get around to smaller customers every few months to stay in touch. ### 48. Automated features in emails and scripts are GREAT! **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle C. | Director of Global Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2020 **What do you like best about InsideSales?** I'd the opportunity to make use of Xant for this the first job of mine. 2 many years without it, I cannot believe I went. I do not need to think about the day of mine, because Xant organises it for me personally, I do not have to manipulate every e mail because Xant informs me what you should say. The Playbook is very easy and simple to use as they're automated. Cannot speak high enough. **What do you dislike about InsideSales?** I do not believe I could name something about Xant that I do not like. It's very easily incorporated with all my other instruments and systems and also makes my day time simple and thoughtlessly organised. **Recommendations to others considering InsideSales:** Allow it to be the main instrument of yours. It is integrated with all and simplifies the work of yours as much. **What problems is InsideSales solving and how is that benefiting you?** Automated email messages and VM scripts allow it to be simple to find out what I am about to say, thus every time I shop for a lead I do not need to check out profiles one by one. Each of playbooks is created and organised to make sure it fits the lead type I chase. And I that way, and I can certainly see what improvement was made with every lead, without needing to take a look at them separately every time. ### 49. Interesting data verification and smartsend potential. Very hard to use effectively. **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 16, 2021 **What do you like best about InsideSales?** Data verification is great. Smart send seems to be helpful. **What do you dislike about InsideSales?** AB testing is pretty much non existent. Having used Outreach in the past it's very hard to use without good AB testing functionality. **What problems is InsideSales solving and how is that benefiting you?** Know who to reach out to and when. ### 50. Reach your crucial clients exactly when needed. **Rating:** 4.5/5.0 stars **Reviewed by:** Felicia K. | VP Marketing Communications, Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2020 **What do you like best about InsideSales?** Because it will keep my day-to-day calls organised, I like Playbooks. Perhaps the best thing for me personally is the ability, based on a certain feature or objective, to create individual games for a number of accounts. Besides the assistance of Playbooks, additionally, it removes the risk for many clients to be neglected for too long, or perhaps for me being powerless to monitor a combination of emails and calls. I cover a considerable amount of a large number of clients and think that these functions in Playbooks have contributed to the good results of my account control. **What do you dislike about InsideSales?** In Playbooks there is nothing I do not like since I feel it is a very well thought out application. Perhaps that could be the emails in case I actually considered a drawback. It is not as easy as writing as well as driving Playbooks emails as that from Outlook, but I feel that is essentially small price to purchase all organised calls and messages. **Recommendations to others considering InsideSales:** Playbooks are a fantastic tool for individuals who wish to make their job even more effective. It allows you to stay up with the daily responsibilities as well as enables you to plan contact frequencies for every account. **What problems is InsideSales solving and how is that benefiting you?** Playbooks allow me to contact crucial clients as frequently as they must be contacted, and every three months to help keep in contact with smaller sized clients. ## InsideSales Discussions - [Do you think Playbooks will integrate more "Plays" into the system by the end of 2020?](https://www.g2.com/discussions/26128-do-you-think-playbooks-will-integrate-more-plays-into-the-system-by-the-end-of-2020) - 1 comment, 2 upvotes - [Does Playbooks work with the Microsoft Dynamics cloud solution?](https://www.g2.com/discussions/work-with-miscrosoft-dynamics) - 1 comment, 1 upvote - [Is Playbooks Salesforce lightning ready?](https://www.g2.com/discussions/salesforce-lightning-capable-f9f5a24d-500f-4b05-8b22-2ef70a1f8b83) - 1 comment, 1 upvote - [View InsideSales pricing details and edition comparison](https://www.g2.com/products/insidesales/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+21%3A15%3A10+-0500&secure%5Bsession_id%5D=d17e4785-14de-4755-be00-244fdb34cfc0&secure%5Btoken%5D=ced03ca95adda877e25b3eed0f2a950aa7b48fb24d67e746b7db25d180c270bb&format=llm_user) ## InsideSales Features **Data Availability** - Contact Data Availability - Company Data Availability - Industry Research Availability - Technographic Data Availability **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Data Accuracy** - Contact Data Accuracy - Company Data Accuracy - Technographic Data Accuracy **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Calling** - Record Calls - Generate Location - Call Types - Click-to-Call - Auto Dialer **Analytics** - Open Rates - Link Activity - Attachment Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Contacts** - Personalization - Information Locater - Record Prospect Data **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Generative AI** - AI Text Generation **Agentic AI - Sales Intelligence** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Internationalization - User, Role, and Access Management - Performance and Reliability - Reporting/Dashboards - Mobile User Support - APIs **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Features** - Lead Builder - Integration to CRM/Marketing Automation - Data Cleaning/Enrichment - Data Segmentation/Filtering - Search - News/People Alerts - Connections - Reporting - Messaging ## Top InsideSales Alternatives - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (4,153 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,496 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,496 reviews)