Likelihood to Recommend 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.
Read full review The application is one that I would highly recommend for your sales team as they are able to seek out information that they would not normally be able to obtain through something like
Salesforce or other applications. ZoomInfo for sure is the leader in my opinion in this area and I love the releases and additional features that they are always releasing.
Read full review Pros 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 Read full review EverString allows us to build account lists based off in-depth firmographic or technographic data. It's far more accurate than trying to build these lists any other way. EverString is fast. Where it might've previously taken us weeks to build lists of this quality, we now can build them in a matter of minutes (and have them ready to be published in a couple of hours). Read full review Cons 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. Read full review Contacts underneath Companies can be outdated by 4+ years (left employer years prior). Customer support is not as engaged as a smaller software company might be. Delays in solving issues. Limits in sharing lists, queries, and tags between users under the same account. Read full review Likelihood to Renew Would love to keep everstring as part of our tech stack in the future. if we ever have to move from everstring it will be due to budget not the solution itself.
Read full review Usability The rating is simply because the tutorials can be made a lot more interactive. The tutorials are of such a level that it gets boring to a point. Also, another suggestion would be to incorporate pop-up help menus which would I believe help out immensely as well in case of improvement of usage for beginners.
Read full review Reliability and Availability No problems
Read full review Performance Had very good experience when using it
Read full review Support Rating I’ve had one support request that was addressed and resolved within 30 minutes
Phil Nugent Vice President, Business Development - Commercial Card at Capital One
Read full review Online Training It was helpful
Read full review Implementation Rating Have a plan on how you're going to evaluate. We had a two-month trial period, but a six-month average lead cycle time, making it impossible to evaluate on a purely new-business ROI basis within the trial. We applied the model to our prior data, which demonstrated how much time and effort was devoted to accounts that weren't going to close
Read full review Alternatives Considered 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
Read full review This has a similar issue to RingLead Capture, as it only returns the data that users themselves update, which is often outdated or incorrect. However, RingLead Route does allow lead assignment and tracking in more ways than
LinkedIn Sales Navigator does, which is helpful in visibility of what a full sales team is doing.
Read full review Scalability Hasn’t experienced any issues to doubt reliability
Read full review Return on Investment 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. Read full review I have just signed a $9M account with the help of this product. I've had to double-check information due to accuracy. More analysis is to be conducted about the team's ROI, as it is early in the process for my company. Read full review ScreenShots ZoomInfo Operations Screenshots