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

Playbooks by XANT helped Epicor improve sales team performance. Before, reps only had phones and CRM, making it hard to track or influence sales. Epicor used Playbooks to give 60 BDRs structured acti...vities and automation. They built targeted Plays for each market and used automation robots to enroll leads and move prospects. Playbooks Insights and Smart Email Send let reps connect faster. Epicor gained better visibility, consistency, and faster attainment.
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Playbooks™ by XANT helped Epicor improve sales visibility and consistency. Epicor used Playbooks to automate lead enrollment and stage progression for 60 global BDRs. Managers gained better data and ...accountability. Smart Email Send and Playbooks Insights made prospecting faster. Epicor built repeatable sales processes and achieved more predictable results.
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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 wha...t 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.
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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.
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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.
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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 l...ead 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.
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