Drip Ecommerce CRM vs. People.ai

If you're looking to take your email program to the next level with automation, you definitely need to consider Drip. Their support team is always timely and helpful whenever we've needed guidance on the platform or using the API. They are constantly improving their tools. It never feels stagnant or lacking in critical features. Their prebuilt workflows make getting started very easy and you can start driving more revenue almost immediately.

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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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• Simplicity + power. Drip is one of the quickest platforms to use in terms of setting up simple drip email sequences. Yet it also packs enormous power if you need to do complex automation.
• Drip's direct integrations with other systems mean you can easily create hyper-personalized communications and anybody can set this up.
• Drip's Javascript embed is easy to setup and great for helping to build deeper insights into customer behavior as well as triggering automation.

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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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• Possibly more email design templates for "new" users to automation, HTML coding, integrations, webhooks, etc.
• Any supported integration partners are always good to see. They have expanded in this area, recently.
• Some sort of WYSIWYG, drag-and-drop email editor, wouldn't hurt.
• Sometimes, when trying to implement advanced HTML coding to an email template, the code doesn't stick, save or format as "native HTML."

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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.

It’s easy for not just experts, but anyone. Both of my VAs picked it up really quickly

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Again, this is dependent on the use case. If you are a small- to medium-sized business that doesn't have a sales team, this is likely a great product for you. It is also a good price compared to larger enterprise software. Other software I have used worked better for other companies I worked for, but Drip fits best for my current company.

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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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• Saves hours of typing redundant emails
• Helps with our retention based on the constant contact with our current clients
• Keeps our prospects up to date as we move through the stages of the sales cycle which also increases our capacity to handle more volume.

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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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