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Insidesales Playbooks: Product updates, Customer stories, and Insights | 2026 Cuspera

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Customer stories

Playbooks by InsideSales helped Groupon's digital sales reps work better. Before, reps had trouble staying focused and using the same process. Playbooks made it easy to follow set steps and track what worked. Managers could see which actions led to more sales. After using Playbooks, Groupon saw more contracts closed per rep each month. New reps learned faster and more people used the new system. Reps also reached decision makers more often.
InsideSales Playbooks helped Epicor improve sales processes. Epicor used the platform to manage leads and automate sales tasks. The solution integrated with Salesforce, Microsoft, and SAP. Epicor saw better sales team performance and more efficient workflows. The case highlights the benefits of using InsideSales for large software companies.
Playbooks by InsideSales helped QuickStart fix sales team productivity and process issues. QuickStart used Playbooks for better CRM integration and a single dashboard. The sales team adopted the tool in less than a week. They saw a 20% lift in connections, a 30% increase in pipeline, and a 40% increase in close rate. Playbooks made it easier for reps to organize their day and engage customers.
Playbooks by InsideSales helped ClickDimensions boost direct sales by 65%. The team struggled to prioritize leads and connect with buyers, leading to missed sales targets. With Playbooks, they used lead scoring, automation, and CRM sync to focus on the best leads. Managers tracked performance with call monitoring and reporting. Results included a 71% increase in demos, 25% more new logos closed year-over-year, and a 65% lift in direct sales.

Product Business Settings

Insidesales Playbooks is popular in Computer Software, Information Technology And Services, and Computer & Network Security industries and is widely used by Mid Market, Enterprise, and Small Business.

Insidesales Playbooks Product Overview

InsideSales Playbooks addresses the challenge of enhancing sales team productivity and revenue growth. By leveraging AI-driven features, it enables sales professionals to engage more effectively with prospects and customers. This platform facilitates meaningful conversations, which are crucial for accelerating revenue results. As an enterprise sales engagement tool, Playbooks provides actionable insights that streamline the sales process, ensuring that teams can focus on high-value interactions. It is particularly useful for organizations looking to optimize their sales strategies through intelligent automation and data-driven decision-making.

How satisfied the customers are with Insidesales Playbooks use-cases

Reviews

"...Playbooks, the InsideSales tool that we use, works seamlessly with our CRM and lets us manage both our inbound lead cadence and our outbound strategy...." Peer review by Anonymous Reviewer

Insidesales Playbooks Customer Insights, Testimonials and Case Studies

How can Insidesales Playbooks enhance your Engagement Management process?

What makes Insidesales Playbooks ideal for Playbook Creation?

How does Insidesales Playbooks address your Communication Management Challenges?

What makes Insidesales Playbooks ideal for Account Management?

What benefits does Insidesales Playbooks offer for Lead Engagement?

What is Insidesales Playbooks?

Insidesales Playbooks is a sales engagement platform that organizes customer engagement to drive outcomes. It helps to shorten ramp-up time, increase sales and revenue and improve efficiency.

Playbooks automate administrative tasks, processes, and workflows, to update CRM fields, send emails, enroll records, and more. It sorts sales activities by the best customer and next-best action and targets customers by their behaviors to engage and buy. It also measures individual and team performance for visibility into the effectiveness of sales activities and motivates the team with metrics in the right behaviors.

What is Insidesales Playbooks used for?

Insidesales Playbooks is a Sales Engagement Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Engagement Management, Playbook Creation and Communication Management .

What are the top features of Insidesales Playbooks?

Personalization, Recording and Gamification are some of the top features of Insidesales Playbooks.

Who uses Insidesales Playbooks?

Insidesales Playbooks is used by Computer Software, Information Technology And Services and Computer & Network Security among other industries.

What are Insidesales Playbooks alternatives?

GMass, Ebsta Revenue Intelligence, Autoklose and Mailshake are popular alternatives for Insidesales Playbooks.

Where is Insidesales Playbooks located?

Insidesales Playbooks is headquartered at 1712 South East Bay Boulevard, Suite #200 Provo, Utah 84606 United States of America.

11 buyers and buying teams have used Cuspera to assess how well Insidesales Playbooks solved their Sales Engagement needs. Cuspera uses 527 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.

Peers used Insidesales Playbooks for engagement management and playbook creation

Insidesales Playbooks Competitors

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Insidesales Playbooks Features

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High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.92/5 ★ Read Reviews (43)
Analytics	4.61/5 ★ Read Reviews (54)
Custom Reports	3.41/5 ★ Read Reviews (53)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.92/5 ★ Read Reviews (43)
Analytics	4.61/5 ★ Read Reviews (54)
Custom Reports	3.41/5 ★ Read Reviews (53)

Software Failure Risk Guidance

for Insidesales Playbooks

Overall Risk Meter

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Top Failure Risks for Insidesales Playbooks

XANT. Profile

Company Name

XANT.

Company Website

https://www.insidesales.com/

Year Founded

2004

HQ Location

1712 South East Bay Boulevard, Suite #200 Provo, Utah 84606 United States of America

Employees

501-1000

Social

Financials

SERIES D