Orum vs. People.ai

Orum is especially well-suited for companies that have high top-of-funnel activity metrics. High-velocity and high-volume sales are more easily facilitated by Orum. Orum is especially useful for industries where cold calling still means conversion. Orum is a must-have in any early-stage startup's tech stack.

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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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• Streamlines the dialing process. Reps can easily move from dialing one prospect to the next.
• Easily integrates with Outreach & Salesforce to ensure the correct data is fed to the correct Rep at the correct time.
• Gives our leadership the ability to listen & coach on live calls
• Easily manage users within the app - licensing and permissions are simple.

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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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• Calls get cut off more regularly than I would expect. I am not sure if that is an issue on Orum's end, but I don't think it is a network issue either so I am not sure why.
• In the search lists, it would be nice if we could add favorite cadences or separate by our own.

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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.

Very easy to pick up and use. I was involved in the trial phase all the way through to implementation, and actually defined the internal Orum process for the company. Given my involvement I was very hands on and involved in training the bulk of the team, and found that many if not all users picked the tool up very quickly and it was very easy to document the process due to the usability. The only sticking point tended to be the CRM integration for loading in contacts to lists as this was a little bit fiddly, however the actual tool is super easy to use

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I have not needed to interact with their support team yet, so I cannot give a valid response. So far, their tool is simple and straightforward to use.

I have both Orum and Outreach but use Orum for instances where I need to call at scale. Outreach is designed for one-off calls but does not have nearly the breadth and quality of resources for dialing at scale that Orum does.

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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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• As a BDR, setting meetings is how I get most of my Bonus, and Orum has allowed me to do this more easily by reaching more prospects
• Whereas before I may only be able to make 500 calls a week if I really grinded, I can make 1,000+ calls a week using Orum even easier
• Orum's masking of my number has allowed me to get on the phone with folks that had seemingly been ghosting me for months, which has allowed me to grow my business

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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