Panorama Necto vs. People.ai

Panorama Necto 14 is well suited where BI is built to support social collaboration so that its analytics features can be shared to improve decision making by incorporating various organizational input. Additionally it supports an infographic display for information review which is unlike most of its competitors.

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.

Incentivized

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

• Comes with lot of option to modify and build the smart infographic. Uses innovative pictures and charts to create the dashboards
• Helps you identify why you are succeeding and where you should shift your focus to.
• The maps are amazing and they just don’t act as control points rather you can populate various measures on them making it really efficient to understand the business in geographical info graph

• 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

Incentivized

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

• This tool is relatively new to the current competitive BI market. Many organizations or business analyst are not yet aware of it's eye catching features.
• Need more enhancement for predictive analysis.
• Publishing reports as email attachment and mail server configuration is a little complicated process.

• 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.

Some features are very basic and sometimes you can't add your own SQL query for custom reports. For Macs and Blackberry users this application is not helpful. Non-languages are not supported in info-graphics. They need to improve their forecast analysis. Report sharing is limited among the portal users only

It provides all the features that are required and some that are not the basic requirements, but they represent a great additional capabilities, not available within the similar products

Support provider are very attentive.

Everything went smoothly, we didn't have any unexpected issues

This is the next generation BI tool, which will be very helpful for small and medium businesses to kick start data exploration and visualization of their diverse databases, with less intervention from IT. This tool is more end user centric and gives way more power to the end user to perform data analysis

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

Incentivized

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

• 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.

Incentivized

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