InsideSales Playbooks vs. Yesware

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

Yesware has had the best deliverability of all the email senders I've used (beating Mixmax, Apollo, GMass). Yesware is perfect for sales teams sending outbound. It's not well suited for sending marketing campaigns/newsletters. It's great for startups/SMBs/early mid-market companies on the Premium team for sales teams <10. I haven't experienced the enterprise option, but for small teams it's hard to beat.

Incentivized

• 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

• Personalization- Yesware does a great job at allowing you to customize and edit emails in a way that allows you to send a mass amount, but still have them feel like you spent a lot of time personalizing each one. Allows you to move faster and more efficient.
• Tracking and reporting- the tracking and reporting is very detailed, clear and concise. Allowing you to gain insight into how well your emails are doing in terms of open rates, clicks and reply's. This is extremely helpful for testing out different subject lines and email copy to find out what emails are the most successful and why.
• It is all around easy to use- does not require much training on the tool, if at all. Easy to navigate and set up through Salesforce. Any member of your team can use it to their advantage and hit the ground running very quickly.

Incentivized

• 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

• We don't use Yesware's dialer tool because it doesn't measure up to the quality or speed of their competitors
• Yesware has kept on a legacy tool, 'MailMerge' which is essentially duplicative to the main tool 'Campaigns', but has one neat feature that allows us to 'CC' another recipient, which is useful we want to reach out to two people at the same account
• Yesware makes sure that users don't add the same prospect to multiple email/call campaigns, but it does not offer that safety measure across users, so theoretically, two sales/marketing reps can be reaching out to the same person

Incentivized

I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew

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

Pretty good overall, but again it needs some tweaks to ensure user frustration is kept to a minimum. This would go back to the autosave feature I mentioned which would immediately be a value add but not something that should need a user to move into a paid tier.

Incentivized

Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.

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 were looking for a sophisticated tool to solve our outbound efforts and one name keep popping up. Outreach. We tried to set up meetings with them but they discovered us over an email and told us that someone from my org tried to look for their solution however it is not best suited. I replied, that I would still like to look at their tool to understand if this could solve our newly created team for outbound but they decided not to move onto a demo as not having Salesforce kinda was a deal-breaker for them. Hence, we decided to stick to Yesware as we thought it solved our problem, and outreach maybe just looks for Enterprise level customers.

Incentivized

• 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

• I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.

Incentivized