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Playbook AI Reviews & Product Details

Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Playbook AI?

Its analytical capability....To manage the Task according to prefrence wise. Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

Nothing as of now...... Good so far..... Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

To manage tha task according to sequences or the prefrence of calls, Email or Linkedinn Review collected by and hosted on G2.com.

Playbook AI Overview

What is Playbook AI?

Playbook AI's Sales Engagement Platform enables revenue teams to automate omni-channel sales and marketing playbooks that increase BDR productivity, accelerate the velocity of the leads across the sales funnel as well as boost win-rate.

Playbook AI Details
Languages Supported
English
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Product Description

Playbook AI is an account-based sales orchestration and execution platform for inside sales organization which uses machine learning to prescribe the best activities to perform to the inside sales reps across Email, Phone, SMS, LinkedIn & Twitter.


Seller Details
Year Founded
2018
HQ Location
Walnut, California
Twitter
@playbookai
22 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®

Soumitra P.
SP
Overview Provided by:
Empowering B2B Tech Succeed in Account-Based Transformation across Marketing, Sales & Customer Success using Playbook AI

Recent Playbook AI Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"A great tool for Lead Management and Automate Activities"
The best of the platform is the campaign creator where you can create the workflow with different channels like Email, Call, LinkedIn etc. Also ...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Wonderful product for the sales team"
Task execution process. Predictive analytics. Email engagement.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"A Sales Team's Delight!"
Account Scoring Mechanism, Day/hour Reporting.
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Playbook AI Media

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23 out of 24 Total Reviews for Playbook AI

4.8 out of 5
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23 out of 24 Total Reviews for Playbook AI
4.8 out of 5
23 out of 24 Total Reviews for Playbook AI
4.8 out of 5

Playbook AI Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Verified User in Hospital & Health Care
UH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Playbook AI?

The Activityboard is a top-notch feature that helps perform all type of activities like Email, Call, Linkedin ,SMS from a single window.

Email Enrichment, validation, and warming let you not switch to another platform for other needs.

Amazing customer support and practically no learning curve makes it easier to launch your campaign inside a single day. Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

Nothing as such but an option to have the sales forecasting would be a boon to this already great application. Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

Playbook AI is helping to track follow-ups, and with brilliant reporting, one can analyze the best performing stakeholders.

The Indian Calling feature is also very useful along with Linkedin activities. Review collected by and hosted on G2.com.

Verified User in Human Resources
UH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Playbook AI?

Playbook AI is an easy to use tool which helps with mass emailing and follow ups. It saves the team's time and reduces the manual effort of remebering when to follow-up with whom.

I use it on a daily basis. It has a great customer support team which is very prompt in responding to queries and concerns. Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

Playbook AI is a little difficult to implement initially, but after that initial hiccup, it is a good, easy to use tool. Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

Playbook AI is helping me solve for mass cold outreach that we have to do on a daily basis. It helps keep track of follow-up, open rates and click rates of emails that have been sent out, informing our next steps. Review collected by and hosted on G2.com.

SP
Business Development Associate
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Playbook AI?

Predictive Analytics, Activity Board Task Execution, Lead Managment Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

Whatever queries I had initially was answered by the CS team. Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

To efficiently follow-up with the prospects timely based on their engagement and also the Account Scoring Mechanism. Review collected by and hosted on G2.com.

Surajit P.
SP
Software Engineer
Computer Software
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Playbook AI?

Channel analytics, play creation, custom task generation Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

Havn't found anything yet. Need to explore more. Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

Cummunicating with the prospects and getting their detailed analytics - open rate, deliveribility. Review collected by and hosted on G2.com.

Verified User in Education Management
UE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Playbook AI?

The best of the platform is the campaign creator where you can create the workflow with different channels like Email, Call, LinkedIn etc.

Also the UI is easy to understand and the application has no learning curve with grta customer support. Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

I did not find any cons on the platform as it fulfilled my needs completely Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

It helped me carry out my survey campaign effectively via automation of emails and Linkedin Tasks. The Dialer feature is also very effective. Review collected by and hosted on G2.com.

Deepak B.
DB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Playbook AI?

Customer service is available when required & it is very helpful. Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

The Plays are a bit complicated in setting up & running as one needs to put in some conditions & factors. Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

It has facilitated multiple stages and multiple levels of reaching out to customers. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
UH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Playbook AI?

Task execution process.

Predictive analytics.

Email engagement. Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

Whatever concerns I had was catered by the customer success team effeciently and promptly. Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

Playbook AI has helped me to connect with the customer timely and effortlessly through multiple channels. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
UH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Playbook AI?

Account Scoring Mechanism, Day/hour Reporting. Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

I think there's should be a way to connect with prospects on Whatsapp as well. Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

To discover best fit accounts for your sales initiatives. Review collected by and hosted on G2.com.

Verified User in Human Resources
UH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Playbook AI?

The ability to create plays of as much duration and nodes as we want to, seamlessly! It really automates and simplifies the B2B sales process immensely. Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

The analytics section can be made a little more informative. Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

It has really helped us automate our cold email campaigns and, hence, saved us a lot of time and efforts. Review collected by and hosted on G2.com.

Dharini B.
DB
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Playbook AI?

IT's interface is very good and easy to use. The overall user journey is very seamless and the deliverability of the mails are also really good. Also, the support team is beyond amazing. Review collected by and hosted on G2.com.

What do you dislike about Playbook AI?

I haven't come across anything that I dislike as of now. Review collected by and hosted on G2.com.

What problems is Playbook AI solving and how is that benefiting you?

- Automation of nurture emails

- Scheduling and automatically adding leads to the plays has considerably reduced to the manual work

- Better analytics and can keep a track of all the mails under one platform. Review collected by and hosted on G2.com.