Playbooks

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.

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

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+.

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.

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.