CoPilot vs. InsideSales Playbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CoPilot
Score 8.4 out of 10
N/A
CoPilot is a Sales Automation platform from the makers of Autopilot. Features include the the capabilities to engage and nurture prospects with personalized email drip campaigns, automate follow up emails to reduce time spent prospecting, measure performance in real-time, and interface with Salesforce.
$29
per month per user
InsideSales Playbooks
Score 6.7 out of 10
N/A
InsideSales Playbooks (formerly XANT Playbooks) aims to help SDRs and AEs quickly build closeable pipeline, by helping salespeople get a hold of more of the right people. InsideSales.com uses their A.I.-platform called Neuralytics to target likely buyers combined with their cadence engine to help sales reps consistently engage all of their prospects in a personalized way. Just like Waze from Google helps drivers get to their destination quickly based on the data from other drivers,…N/A
Pricing
CoPilotInsideSales Playbooks
Editions & Modules
Pay Yearly - Starter
$29
per month per user
Pay Monthly - Starter
$39
per month per user
Pay Yearly - Professional
$69
per month per user
Pay Monthly - Professional
$89
per month per user
Pay Yearly - Advanced
$119
per month per user
Pay Monthly - Advanced
$139
per month per user
Supersonic
Custom
No answers on this topic
Offerings
Pricing Offerings
CoPilotInsideSales Playbooks
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeRequired
Additional Details
More Pricing Information
Community Pulse
CoPilotInsideSales Playbooks
Considered Both Products
CoPilot
Chose CoPilot
The primary reason is the integration into Office 360. Having the AI tool built into all of the office apps was a game changer in my opinion. Being able to use it in Word to help rewrite a sentence or look up a reference. In Excel, I have used to to build formulas or write …
InsideSales Playbooks
Chose InsideSales Playbooks
HubSpot CRM and Outreach
Chose InsideSales Playbooks
It allows us to create better outreach cadences, more flexibility, and better automation.
Chose InsideSales Playbooks
It is user-friendly.
Chose InsideSales Playbooks
You can do so much more with Playbooks. the power dialer that we had previously just allowed us to take a few notes and disposition a call. with Playbooks, you can keep track of accounts. Keep track of conversations, lists of what needs to get done, schedule calls and much much …
Chose InsideSales Playbooks
My company decided to switch most likely to improve efficiency of dials and ease of use. This new software is much different as it helps the representatives keep track of their accounts and forces a certain amount of touches before giving up on accounts. This will save the reps …
Chose InsideSales Playbooks
Playbooks comes with many more features and it is not as glitchy. It allows me to consistently move forward in my tasks and not have to wait for a bunch of tabs to re load to complete my work.
Chose InsideSales Playbooks
I have only us InsideSales Predictive PowerDialer which enabled quicker dialing. Playbooks has so much more to offer including automation and cadence control.
Chose InsideSales Playbooks
I have never used another product like InsideSales.com Predictive Playbooks.
Chose InsideSales Playbooks
I like PowerDialer for speed. It was less bulky and didn't take up my screen, but Playbooks is better for cadence and setting appointments.
Chose InsideSales Playbooks
Playbooks is more efficient than Salesforce in letting me organize my day and know exactly who I need to call and when.
Chose InsideSales Playbooks
It's better than the lightning dialer as it logs calls a lot faster and everything works so much faster.
Chose InsideSales Playbooks
My company chose this tool to use, and I am really glad they did. Although I did not have a direct impact on the decision I am very happy they made this decision which I believe to be the best for our team!
Chose InsideSales Playbooks
This is the first product I have evaluated. But it still is one of the best I have ever used.
Chose InsideSales Playbooks
Playbooks offers a more streamlined way of entering data into Salesforce.
Chose InsideSales Playbooks
The PowerDialer was very easy to use but was simple. There was no organization or anything in that type of tool. It was simply to disposition your calls and that was it. Playbooks is much more predictive and intelligent. It makes it easy to organize accounts and call them …
Chose InsideSales Playbooks
I'm not 100% sure if I used the predictive pipeline before, but I used to work at another sales company and we had an inside sales system that was driven by neuralytics. It was nice because it had so many different algorithms going on in the background that would tee-up the …
Chose InsideSales Playbooks
It was paid for by my employer and implemented company-wide for the Business Development Department.
Chose InsideSales Playbooks
Playbooks is much better than base because it is far more intuitive and does not interrupt the workflow of the reps. Reps can also continue to work out of Salesforce reports if they have found that to be more effective, which is a huge plus over tools like base.
Best Alternatives
CoPilotInsideSales Playbooks
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Clari
Clari
Score 9.8 out of 10
HubSpot Sales Hub
HubSpot Sales Hub
Score 8.5 out of 10
Enterprises
Clari
Clari
Score 9.8 out of 10
Outreach
Outreach
Score 8.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CoPilotInsideSales Playbooks
Likelihood to Recommend
9.0
(0 ratings)
1.3
(0 ratings)
Usability
-
(0 ratings)
3.2
(0 ratings)
User Testimonials
CoPilotInsideSales Playbooks
Likelihood to Recommend
I used it recently to go over a syllabus. It caught errors in grading where there were overlaps in the grading scale. It also caught a section that was deemed to be problematic as it could have created a conflict in grading based on the subjectiveness of the score and how it was determined
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Playbooks is great for sales organizations that need help with efficiency and cadence. It is well suited for heavy calling and high emails on accounts. Playbooks also does a great job at taking the guesswork out of accounts for my reps. The only time I would think that Playbooks would be less appropriate would be if a company already has a similar system in place.
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Pros
  • Examines a syllabus for errors or contradictions in grading
  • It works as a great starting point for doing research
  • We use it to aid in developing classroom instruction
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  • Organization with tasks - Playbooks tells reps what step they are on with each account
  • Keeping reps focused & accountable - now, they know exactly what is expected of them for that day
  • Time efficiency - realizing what accounts to continue working, and what accounts to stop working
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Cons
  • I would like to see better image creation tools
  • More tools in creating custom GPTs
  • Easier tools to limit and create the data used for the LLM
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  • There does seem to be a lot of steps involved for each play when it would be nice to have fewer steps to send out an invite to an upcoming webinar.
  • It would also be great to have more VOD's that we could watch on our own time to learn more about the tool.
  • It would also be great to have the ability to see exactly when they open an email and forward it on.
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Usability
No answers on this topic
It only took a day to get comfortable with Playbooks. The ease of use and overall usability is fantastic in the sense that it's pretty straightforward once you get enough repetitions in the tool. I also like all of the videos and resources available if support is needed
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Alternatives Considered
The primary reason is the integration into Office 360. Having the AI tool built into all of the office apps was a game changer in my opinion. Being able to use it in Word to help rewrite a sentence or look up a reference. In Excel, I have used to to build formulas or write simple code.
Read full review
You can do so much more with Playbooks. the power dialer that we had previously just allowed us to take a few notes and disposition a call. with Playbooks, you can keep track of accounts. Keep track of conversations, lists of what needs to get done, schedule calls and much much more.
Read full review
Return on Investment
  • It is too early to tell at the moment but I can see it as a positive moving forward
  • The amount of time saved in creating content will be a huge asset for faculty
  • The same holds true for students as they to will be able to safe a lot of time
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  • 100's of hours back in our week due to Salesforce Integration!
  • We have more clients answering the phone due to creative caller ID solutions.
  • We can standardize our messaging by partnering with Marketing to help build plays and auto-enroll certain contacts based on messaging.
Read full review
ScreenShots

InsideSales Playbooks Screenshots

Screenshot of Playbooks DashboardScreenshot of Editing a RecordScreenshot of Creating an EmailScreenshot of Adding NotesScreenshot of Scheduling a CallScreenshot of Viewing Task List