InsideSales Playbooks vs. Vymo

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.

Incentivized

For us in a large sales team, lead management becomes critical part and Vymo helped us in solving two main problems around assigning leads and nudging sales team to action on the leads.

• 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

• Capturing activities of leads and keeping it one place to refer back
• Allocating leads properly based on certain factors to our sales team
• The best part is nudges for action, this is something which helps a lot and differentiates from other products

• 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.

Incentivized

• Overall I didn't found much. Maybe Nudges and actions could be improved a bit more to make sure sales team is taking actions on it.

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

Incentivized

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.

Incentivized

We mainly selected Vymo because of its ability to provide nudges to action. Previously, it was managed by a leadership meeting that the sales team has missed actioning on some leads, but that used to be too late for business. Vymo not only helped us with basic capabilities around assigning and keeping track of all the actions but also recommended nudges and actions that could help convert the leads.

• 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.

Incentivized

• Overall it was positive for us to onboard new customers and grow our business.
• Reduce our leads to sales conversion time.
• Converting leads that was getting missed because of not taking proper action at right time.