InsideSales Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Features which are easy to use and secure. Good software Review collected by and hosted on G2.com.

Nothing as such I dislike but we need speed Review collected by and hosted on G2.com.

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!! Review collected by and hosted on G2.com.

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!! Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

In my case, sometimes the language I would like to have people who speak Spanish but it's not a big issue 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 system to make reports and listen to the recordings. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.