Caspio vs. People.ai

Contact forms are incredibly easy to build and customize, as are most other kinds of more involved forms. Forms allow html input and can be designed in a number of ways. It's helpful if you know some HTML. JavaScript knowledge can add advanced options, but is not necessary for the most common uses. The company used to call itself "No-Code," but has changed to say "Low Code," which is much more accurate.

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I've been using People.ai for a bit now, and I've been consistently impressed. I use it to track how my team is doing, how my clients are doing, and how I'm doing. I can create custom dashboards with any metric I want to see. I can set goals, and they'll track my progress towards those goals. I can set up competitions between my team, and they'll tell me who's winning and who's losing. You can share these dashboards with your team, which means that everyone can see how everyone else is doing.

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• Caspio is an online database platform. It allows one to create multiple tables and views to be stored via the web. Tables can be configured to not only hold data but also to hold files like Word docs and images.
• Caspio is great at creating online forms and reports. It allows the user to create forms to capture, update data, whether it's password protected or just a simple form.
• As a database platform, one can create online tables and forms linking multiple tables and views to each other. I would say it is the Microsoft Access of the online platforms.
• The system is very easy. Wizards allow one to create forms, tables, and datapages. Since the platform is online, you may access your database anywhere.

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• Their Deal Room presents times when you are multi-threaded, engaged with executives, and have an upcoming meeting scheduled rather than stalking your reps calendar and salesforce activities.
• They allow you to create areas performance dashboard with custom KPIs you want to measure

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• Pricing for additional storage could be a bit more competitive
• The builder wizard is helpful, however there could be a tutorial for first time users
• Calendar pdf exports would be usefull

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• People.ai has a robust platform, however, this requires sales reps to log into one more platform and the People.ai platform is not customizable for selecting what can be viewed by users. If People.ai were to make the features in their platform available in Salesforce it would be a huge win for leveraging the data they aggregate. Hoping an API will soon be on the Roadmap
• Time Spent. People.ai uses some logic to attribute values on the "time spent" on the activities being captured. They did improve their meeting aggregations so that they were not "double counting" time when multiple meetings were booked in the same time slot for a rep. Email time spent still seems to have some errors as the time spent on emails can show in excess of the weekly working hours of the reps.

We are committed to Caspio Bridge. We could migrate to another product, but we would not be able to do so quickly. I estimate that we would need about a year (maybe more) to convert all of our forms and processes if we were to switch to some other product

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I've had some instances where my team and I discovered a bug in Caspio. We alerted the company, and the bug was fixed in the next regular update of the software. The few times that I've had to contact support, it was a pretty good experience. They're not terribly quick to respond and take action, but they don't ignore you, either.

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GroupHigh is so frustrating to use. It is constantly changing the way you can search for bloggers, and we can never find exactly what we are looking for

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The easiest comparison would be to email automation vendors like a SalesLoft, Outreach, or Groove. But People.ai doesn't have a template email send like a sequence or cadence feature you would find with them. It is more of a compliment to the email automation vendors than a competitor in my opinion. We want our SDRs to have the ability run sizable outbound campaigns so they still use Outreach. However, we deactivated the Outreach activity sync and run activity syncing through People.ai. If someone gets added into the email CC, People.ai will grab that person and create them as a contact against the matching Salesforce account. For our Sales reps, we want them to have the ability to track opens, link clicks, and send templated emails so we have them use Groove. Again, we deactivated the Salesforce sync and use People.ai syncing. This is a great way to automate the pain away from creating Opportunity Contact Roles and create all relevant contacts in Salesforce from CC's on emails to people added last minute on a calendar invite. My favorite part is how it ingests data directly from Google and doesn't allow a Sales Rep to not to sync an activity to Salesforce, it happens automagically

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• Positive impact of easy of adding new varieties.
• Positive impact of having new emails added directly to email list through Zapier.
• Positive impact on increasing productivity of our staff.

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• Time back for the whole team. We don't log calls anymore, we just work.
• Great insight into who on your team may be wasting time with low-impact customers. This is near impossible to measure without this tool.
• Marketing data is always current so we email the right people vs relying on my teams (Sales, Marketing, anyone) to be data stewards.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info