People.ai product overview
People.ai, formerly ClosePlan, is an AI-powered enterprise revenue intelligence platform that reveals the path to successful deals. It identifies the right personas in every account – plus how and when to engage them – and guides teams to build a healthy pipeline and close complex deals faster. Trusted by enterprise sales teams across every industry, it lets sales teams put the right people in the right accounts at the center of every deal.
People.ai enables business leaders to understand sales activity, improve performance, and drive revenue. It creates simple, achievable, and human actions out of endless data. It brings together analytics, artificial intelligence, sales automation, and productivity tools into a single platform that can permanently change how teams engage with customers.
Using AI technology, People.ai transforms business activity such as email, meetings, and contacts, into account and opportunity management solutions that boost sales rep productivity, accelerate revenue growth, and maximize marketing ROI.
Pros of People.ai
- The software unifies all revenue activity data. It enriches every account and opportunity with next-generation insights that streamline high-quality pipeline generation and deal execution.
- It empowers businesses to understand the impact every person and activity has on the progression of a deal, and deliver actionable recommendations to enhance rep performance.
Cons of People.ai
- According to some users, People.ai reports don’t always display updated information.
Breakdown of core features
People.ai automatically captures and surfaces what’s happening across accounts—with clear indicators of where expansion or upsell opportunities lie. Businesses get the complete picture of account engagement and how to capitalize on additional revenue opportunities. The system’s embedded scores separate healthy accounts from ones that need immediate attention. Users see activity breakdowns over time to know whether engagement has been steady or too spread out. The software lets teams know which direction engagement has been trending week over week.
With People.ai, managers can identify the leading indicator activities of their top reps, turning those into performance benchmarks that directly impact future quarters. The platform captures activity and contact data trapped in rep’s inboxes. Moreover, users can analyze two years’ worth of activities and contacts to uncover historic trends and gain a clearer understanding of the context of rep activities. Team members can compare individual rep activity to performance benchmarks to proactively pinpoint coaching opportunities.
People.ai gives marketing teams next-generation insights to identify the ideal buying group, codify the golden engagement path, and increase marketing-sourced revenue. Teams can view activities around opportunities created from marketing programs. The software allows organizations to unlock thousands of self-updating, marketing-compliant contacts and automatically match them to accounts and opportunity contact roles (OCRs).
The solution enables sales leaders to determine account health while helping their teams develop value-driven relationships that maximize revenue through strategic expansion. People.ai captures customer or prospect health and engagement with customizable, out-of-the-box scorecards. Users can assess account health and where they need to lean in. Additionally, teams can customize scorecards based on their methodology or GTM motion. The platform removes buying committee blind spots with account maps that visualize engaged contacts across accounts.
(Last updated on 07/11/2022 by Liz Laurente-Ticong)