What do you like best?
The best part has been discovering just how much Costello has thought through all aspects of Sales and provided ways to simplify as much as possible. I've been on a journey of discovery with Costello and I'm still on it! I started out loving the Deal View (which that alone is worth getting Costello for), then later I was ready to learn Playbooks. Just recently I started using the Resource Library (Objections, Competitors, etc.) and there's still more that I haven't begun to utilize that'll make our team even better.
First impression I got of Costello was the Deal View, which is awesome! Update Opportunities with 1 or 2 clicks vs 4 or 5. It's a huge time saver and it gets even better once you get used to how quickly you can update the Deals view. You'll never want to go in to an Opportunity or Opportunity report again!
The more I've used Costello the more I've fallen in love with the Playbooks. Stop needing to think about your process, what questions to ask, what information to capture and just put it in a Costello Playbook.
After I used Playbooks for a while, I was ready to incorporate the Resource Library (Objections, Competitors, Customer Stories, etc.). Have you ever been on a Sales call where an objection was raised and you suddenly either hear or come up with a response where you're like "man I need to remember that!"? Just add the response as an Objection in Costello and stop worrying about remembering!
Costello is the comprehensive tool/platform you need to make your Sales process repeatable and gain insights!
What do you dislike?
This is personal preference but the Playbooks view is a little too spaced out for me. I still love the Playbooks but I'd enjoy a more compact view so I don't have to scroll through a large Playbook as much.
The ability to map questions/fields in Playbooks to Salesforce is amazing. Makes syncing data extremely convenient. The one annoyance is that if you have a picklist in Salesforce that you map in Costello, Costello can't automatically pull in the values from the picklist so you have to enter them in Costello and Salesforce and keep them in sync. Not a huge deal but it can be annoying when you're setting up your Playbooks.
Recommendations to others considering the product:
Fantastic for managing Salesforce Opportunities in 1/4th of the time.
Create repeatable Sales talk tracks and make it so much easier for your Sales team to capture information and follow your Sales process.
What problems are you solving with the product? What benefits have you realized?
We have a brand new Sales team at Costello and it's been huge to have a Playbook that they can all follow to make calls more repeatable.
For me personally, it solves being able to log my activities and key in data from one pane of glass. When I'm on a call I use a Costello playbook to capture various data points like what segment the prospect is in, what technologies they're using, what customer case studies I reference, who the incumbent & competitor is, what questions to ask and capture responses to, etc. etc. etc.
Then the icing on the cake is when you have subsequent calls with that prospect and you pull in the same playbook template for the call you can see everything you captured previously. It's awesome!!!