SalesHero.io vs Playbook AI Detailed comparison features, price

SalesHero.io

SalesHero.io is an advanced AI-powered sales automation platform designed to transform how sales teams operate and scale their performance. The platform seamlessly integrates with existing CRM systems and meeting software to provide comprehensive meeting support, automated note-taking, and intelligent follow-up management.

The solution offers automatic CRM data extraction, customizable AI scorecards for performance evaluation, and intelligent pre-call research capabilities. It significantly reduces administrative workload by automating meeting recaps, generating personalized follow-up emails, and creating actionable insights from sales conversations, enabling sales representatives to manage more accounts efficiently.

Playbook AI

Playbook AI is a comprehensive sales engagement solution designed to enhance the efficiency, productivity, and effectiveness of sales teams. Using proprietary machine learning algorithms, the platform provides play-by-play recommendations to sales representatives, prescribes optimal activities, and orchestrates omnichannel sales workflows across outbound, inbound, and account-based channels.

The platform integrates with popular CRMs such as Salesforce, Zoho, and Hubspot to automate lead management, sequence assignment, and activity tracking. It delivers actionable sales analytics, offers advanced workflow automation, and ensures governance and security compliance. With customizable playbooks and actionable insights, Playbook AI empowers organizations to accelerate deal velocity, optimize sales operations, and achieve consistent revenue growth.

Pricing

SalesHero.io Pricing

Contact for Pricing

SalesHero.io offers Contact for Pricing pricing .

Playbook AI Pricing

Free Trial

From $60

Playbook AI offers Free Trial pricing with plans starting from $60 per month .

Features

SalesHero.io

AI Meeting Assistant: Automatically joins meetings and takes comprehensive notes
Automated CRM Integration: Extracts and updates CRM data automatically
Instant Recap Generation: Creates detailed meeting summaries and follow-up items
Video Highlight Reels: Captures key moments from sales calls for training
Customizable AI Scorecards: Evaluates sales performance based on company metrics
Intelligent Pre-Call Research: Prepares relevant information for upcoming meetings
Personalized Follow-up Generation: Creates customized emails and proposals

Playbook AI

Sales Orchestration: Automates and organizes sales activities for improved engagement and conversion.
Machine Learning Recommendations: Prescribes optimal actions and follow-up tasks for sales representatives.
Omnichannel Sequences: Manages email, phone, SMS, social media, and web-conferencing sales outreach.
Sales Analytics: Delivers actionable insights and pipeline analysis to increase win rates.
CRM Integration: Seamlessly connects with Salesforce, Zoho, Hubspot, and other major CRM systems.
Workflow Automation: Automates lead import, task assignment, and account tagging to streamline sales processes.
Account and Contact Scoring: Advanced scoring mechanisms for prioritizing leads and accounts.
Security and Compliance: Ensures platform governance and secure integration with third-party tools.
Custom Playbooks: Enables creation of tailored sales sequences for outbound, inbound, and account-based sales.
Deal Management: Provides tools for managing pipeline stages, opportunity tracking, and sales forecasting.

Use Cases

SalesHero.io Use Cases

Automated meeting note-taking and documentation
Sales performance coaching and training
CRM data management and updates
Sales call preparation and research
Team collaboration and best practices sharing
Deal progress tracking and analysis
Customer follow-up automation

Playbook AI Use Cases

Automating outbound sales campaigns for faster pipeline growth.
Increasing sales team productivity with AI-driven activity prescriptions.
Orchestrating account-based sales strategies for enterprise revenue expansion.
Streamlining lead management by integrating multiple CRMs.
Enhancing prospect engagement through personalized, omnichannel outreach.
Analyzing sales performance metrics to improve coaching and outcomes.
Assigning tasks automatically to sales reps based on account or territory.
Accelerating deal velocity and improving follow-up discipline.

FAQs

SalesHero.io FAQs

What kinds of companies use SalesHero.io?

SalesHero.io serves revenue teams from mid-market firms, SMBs, startups, outbound agencies, and solopreneurs globally. It's particularly effective for teams looking to scale their deal footprint without increasing headcount.
How does the meeting recording work?

After signing up and connecting your meeting software (Zoom, Teams, or Google Meet), SalesHero sends a 'notetaker' participant to the meeting. For in-person meetings, you can open the meeting page in SalesHero and click the 'Record Meeting' button.
Can I integrate Saleshero.io with my calendar to auto-join meetings?

Yes, Saleshero.io integrates with popular calendar tools like Google Calendar and Outlook to automatically join scheduled meetings.
What are your security practices?

SalesHero.io uses world-leading cloud providers such as Amazon Web Services and Microsoft Azure to store and run data with safe encryption.

Playbook AI FAQs

Does Playbook AI offer a free trial?

Yes, Playbook AI provides a free trial period, typically ranging from 14 to 30 days based on sales team size and process complexity.
Which CRMs does Playbook AI integrate with?

Playbook AI integrates with Salesforce, Zoho, and Hubspot, and offers custom integrations for subscribers of specific plans.
Is billing done annually?

Billing for Playbook AI is conducted quarterly for all plans.
What is the role of an implementation manager with Playbook AI?

An implementation manager assists subscribers by supporting the onboarding process and ensuring optimal use of the platform.
Does Playbook AI provide automated lead assignment?

Yes, the platform can automatically assign tasks to the appropriate sales representatives based on round-robin, territory, or other preferences.