Formatting & merging improvements needed for Playbooks (with Notes)
I love implementing Playbooks for my clients, but there are a few niggles which could be ironed out to make the experience even better!
Here's my list so far, gathered whilst creating a single Playbook yesterday:
The 'Enablement card' presents tthe recommended Playbook in an odd way and takes up too much space on the Middle tab (very large and displays the first two fields of the Playbook).
If you choose to log the Playbook as a Note, any introductory text or personalisation tokens are not added to the Note. It only records the answers to questions in the Note. So a lot of information is missing in the Note.
The Question/Answer list (in the Note for the Playbook) repeats the word Notes (and adds a bullet point) throughout - so this makes it more difficult to read.
Any formatting in the Playbook, such as Headers, is not shown in the Note that is added.
The follow up Task that's created for the Playbook just says 'Follow up regarding note on x Date'. It doesn't make it clear that the follow-up is related to the Playbook completion.
When the Playbook is launched for a Deal, I would expect any tokens I've added (Company, Contact) to link the Playbook to those linked records. Currently my Playbook only associates with the Deal record, not with the Company and Contact associated to the Deal.
I have multiple Contacts linked to my Deal. I woudl like to merge in data from a specific Contact on the Deal (with a specific Association Label). Currently it seems to merge in the name of the Contact who was last associated to the Deal which is not ideal.
I'm very happy to speak to the Playbooks Product team to help improve the Product. It's a great tool, but there are some clear tweaks needed to optmise it 😄
How is it possible that a company that builds a sales tool can be so disconnected with sales motions.
The idea of being forced to have the word "Note" at the start of every open question in a Playbook is crazy and filles the note with garbage.
I wanted to use a Playbook for all the Deal Qualification points (i.e. About, People/Authority, Pain/GAIn, Incumbent, Competition, Budget/Money, Tech Environment, Priority/Timeframe, Action/Next Steps) but instead find myself having to use a snippet which is frustrating because I cannot include data elements that would automatically update property notes and becausethe word "Note" is stuffed in at thes tart which makes reading the deal notes all the harder.
The fix for just that one element which you correctly flag in Point 3 of your recommendations is spot on and would take almost no time to fix.
It's frustrating that you even have to submit this idea for something so basic and wrong.
I would like to suggest some area's for improvement for the playbook.
You can specify what is shown under "Playbook Contents". Right now the logic is that whatever is written as the prompt is the header. It would easier to be able to have a specific field I can fill out that will show under the contents. For example: the playbook is prompting the user to ask someone a question so they can fill out their response. "How are you doing in your job search? Are you currently working?" If there was a field to summerize what the question/prompt is regarding so it would be easy to jump to review the answers. (In this case I'd put "Job Search")
There is an option to add in prepoppulaed answers which we love. I was wondering if there could be a capability to weigh those which are selected. For example: "Which job are you most interested in?" Pre selected answers are "Customer Service", "Assistant", "Data Entry". The person would then be able to rate which one they'd like to do most then to the least.
I love the feature where we can update certain properties in the contact properties (or wherever is needed). But on the actual form it says "Update contact property (insert what field it updates)". I was hoping that would be hidden under the covers. It makes it difficult for the user to determine if they need to do something or not. Causes more things on the screen than necessary.
I can give more information to the Playbook team if they need any clarification. Thanks!
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