Name: People.ai
Rating: 9.5 (20 reviews)
Author: People.ai, Inc.

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Interactive Application Security Testing (IAST)

Product Lifecycle Management (PLM)

Service Mesh

Development

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enhanced 911 (E911)

Operational Analytics

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Pay Equity

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Archiving

Build Automation

Cloud Storage

Composable Infrastructure

Data Integration

Data Privacy Management

Database Performance Monitoring

Email Verification

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Internet Security

License Management

Network Diagnostics

Network Performance Monitoring

Network Simulation

SQL Server Performance Monitoring

Storage Management

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Computer-Assisted Translation

Content Management

Creative Collaboration

Email Marketing

Marketing Automation

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

API Security

Security

Construction Management

ID Card

Laboratory Information Management

Last Mile Delivery

Municipal

Nonprofit CRM

Roofing

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### Sales Performance Management
Reviewers consistently highlight People.ai's sales performance management as a key strength of the platform. Users appreciate the real-time insights and updates provided, enabling them to track team and individual performance effectively. The ability to monitor activities, receive performance alerts, and gain visibility into prospecting activities has been particularly beneficial for enhancing sales performance. Additionally, the customizable performance dashboard and Deal Room feature have been commended for their contribution to improving sales team productivity and accountability. Despite some users expressing a desire for more frequent updates, the overall sentiment leans towards positive regarding People.ai's sales performance management capabilities. (Source Reviews: [1](https://www.trustradius.com/reviews/people-ai-2022-03-15-23-14-03), [2](https://www.trustradius.com/reviews/people-ai-2021-10-24-07-59-27), [3](https://www.trustradius.com/reviews/people-ai-2022-03-14-14-31-21), [4](https://www.trustradius.com/reviews/people-ai-2021-09-14-23-28-36), [5](https://www.trustradius.com/reviews/people-ai-2019-10-02-12-08-36))

### Goal Setting and Progress Tracking
Users generally appreciate People.ai's goal setting and progress tracking features. Reviewers have highlighted the platform's ability to facilitate goal setting, track progress, and provide insights into individual and team performance. While some users find the goal setting tool challenging to use at times, the overall consensus leans towards the positive side, with users valuing the accountability and friendly competition it fosters within teams. Additionally, the platform's capability to capture logged calls and provide detailed reports on progress has been well-received by users, contributing to a more transparent and data-driven approach to monitoring and improving performance. (Source Reviews: [1](https://www.trustradius.com/reviews/people-ai-2022-03-15-23-14-03), [2](https://www.trustradius.com/reviews/people-ai-2022-03-14-14-31-21), [3](https://www.trustradius.com/reviews/people-ai-2021-10-24-07-59-27), [4](https://www.trustradius.com/reviews/people-ai-2019-10-02-12-08-36))

### Coaching and Performance Improvement
Users consistently praise People.ai's coaching and performance enhancement capabilities. They appreciate the platform's ability to provide real-time insights and updates on team performance, allowing for timely interventions when necessary. The feature that stands out the most is the platform's capacity to keep track of individual progress and performance, ensuring that team members stay on track. However, some users have suggested improvements to the dashboard for a more user-friendly experience. Despite this minor critique, the overall consensus is that People.ai excels in supporting coaching and performance improvement initiatives within teams. (Source Reviews: [1](https://www.trustradius.com/reviews/people-ai-2022-03-15-23-14-03), [2](https://www.trustradius.com/reviews/people-ai-2021-09-14-23-28-36))

### Activity Tracking and Logging
Users generally find People.ai's activity tracking and logging capabilities to be a valuable asset for enhancing sales operations and productivity. While some users appreciate the automatic logging of activities and the synchronization with Salesforce, others have raised concerns about duplicated activity metrics, particularly in relation to Chorus customers pushing tasks to Salesforce. Despite these challenges, the consensus among users is that People.ai's activity tracking and logging features play a significant role in streamlining prospecting activities and providing visibility to leadership on team performance. (Source Reviews: [1](https://www.trustradius.com/reviews/people-ai-2022-03-14-14-31-21), [2](https://www.trustradius.com/reviews/people-ai-2021-09-14-23-28-36), [3](https://www.trustradius.com/reviews/people-ai-2019-10-02-12-08-36))

### Sales Productivity Tools
Users consistently praise People.ai's sales productivity tools for their impact on sales operations and enhancing productivity metrics. Reviewers highlight the tools' effectiveness in tracking calls, emails, and meetings, as well as holding sales reps accountable for their activities. The integration with SFDC is also noted as a valuable feature that aids in sales productivity and visibility. Users appreciate the tool's ability to analyze team productivity metrics and optimize time spent prospecting versus engaging with customers. The ease of data ingestion into Salesforce is another aspect that users find particularly impressive. (Source Reviews: [1](https://www.trustradius.com/reviews/people-ai-2022-03-15-23-14-03), [2](https://www.trustradius.com/reviews/people-ai-2021-09-14-23-28-36), [3](https://www.trustradius.com/reviews/people-ai-2019-10-02-12-08-36))

### Sales Meetings and Calls Management
User feedback on People.ai's sales meetings and calls management functionality varies across reviews. While some users praise its ability to track daily activities, provide progress reports, and enhance team accountability, others express concerns about duplicated activity metrics and challenges with correctly pulling in meetings. The platform seems to excel in goal setting and capturing logged calls, but there are reported difficulties with certain features like the goal setting tool. Despite these mixed opinions, People.ai's sales meetings and calls management capabilities appear to play a significant role in enhancing sales team productivity and performance. (Source Reviews: [1](https://www.trustradius.com/reviews/people-ai-2022-03-14-14-31-21), [2](https://www.trustradius.com/reviews/people-ai-2021-10-24-07-59-27), [3](https://www.trustradius.com/reviews/people-ai-2021-09-14-23-28-36), [4](https://www.trustradius.com/reviews/people-ai-2019-10-02-12-08-36))

Users highly recommend utilizing People.ai as a coaching tool rather than a micromanaging tool. They find it extremely valuable for tracking individual usage and account data. Additionally, many users recommend People.ai for sales management and individual sales contributors, as it excels in providing comparative statistics and tracking sales output. Furthermore, they suggest purchasing all three products together, as they seamlessly complement each other and contribute to improved productivity and performance. Overall, People.ai garners positive recommendations from users across various scenarios, making it a reliable choice for managers and users alike.

Customization limitations: Some users have expressed frustration with the lack of customization options in People.ai. They feel that the platform should allow for more flexibility in selecting what can be viewed by users. 

Non-intuitive user interface: Several users have found the user interface of People.ai to be not very intuitive for end users. They believe that the platform could benefit from a more user-friendly design and better customization options.

Inconsistent report delivery: Some reviewers have mentioned that they occasionally experience issues with receiving reports on a timely basis. While the daily reports are beneficial, there are instances where they only receive them on a weekly or bi-weekly basis, leaving them unsure if it is a settings issue or a bug in the system.

People.ai has been a game-changer for many users, providing real-time insights and updates on team performance and progress. By automatically logging emails and meetings with prospects to Salesforce, it saves time and ensures data accuracy. This feature has been particularly valuable for sales teams, as it eliminates the need for manual actions and allows more time to be spent on closing deals. Users have also found the software useful for tracking daily progress and activities, giving visibility into team and individual progress.

The implementation of People.ai as part of a Digital Sales Transformation has been successful in reducing administrative time and ensuring complete data capture. With the software capturing sales activity automatically, reps are saved many hours of manual tracking. This not only improves productivity but also allows managers to see trends and coach their reps effectively. The reporting functionality and visualforce page widgets within Salesforce are highly appreciated by users, as they present data in a meaningful way with visuals and flags to indicate deal health.

In addition to its benefits for the sales team, People.ai is also leveraged by marketing and customer success teams to understand deal health and risks. Its ability to auto-create contacts in the CRM for B2B outreach efforts has been well-received. Moreover, the software seamlessly integrates with Salesforce for data synchronization, further enhancing its usability.

Overall, People.ai has proven to be an effective sales productivity tool that saves time and effort while improving team performance. Its ease of implementation, accurate data capture, and helpful customer success team make it a valuable asset for businesses looking to optimize their sales processes.

Integration with LinkedIn and Salessoft: Several users have found the integration with LinkedIn and Salessoft in People.ai's Strategic Account Management to be a key feature in their sales process. This integration has allowed them to seamlessly access and leverage data from these platforms, enhancing their ability to identify potential leads and close deals effectively.

Ability to capture and create contacts for sales reps: Users appreciate People.ai's ability to capture and create contacts for sales reps who are actively engaging in business but have not yet been entered into Salesforce. This feature saves time for sales reps by automating the contact creation process, ensuring that no valuable leads are missed.

Prevention of duplicate contacts or leads: Many users have praised People.ai's capability to prevent duplicate contacts or leads from being entered into the system. This functionality helps maintain data cleanliness and avoids confusion or duplication of efforts among the sales team.


Growth

Unlimited

Creatio

LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.

Standard

Advanced

Premium

LeanData

People.ai

Revenue Operations

Information Technology & Services

Zscaler

Regional Sales Manager

Likelihood to Recommend

People.ai, Inc.

Mediafly Revenue360, on platform

People.ai 2024-04-30 08:36:10

LinkedIn Marketing Solutions

Backlsh

Marketing Manager

People.ai 2022-03-15 23:14:03

Account Executive

People.ai 2022-03-14 14:31:21

Informatica Customer 360 for Salesforce

People.ai 2021-10-24 07:59:27

LevelEleven

Skuid, now part of Nintex

UI/UX Lead

People.ai 2018-12-20 09:15:58

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Still growing

Customer service

High cost

Mobile app

User experience

Took some time

Robust platform

Mobile application

Time to implement

Not customizable

Daily activities

Account management

Salesforce sync

Enterprise software

Support team

Email marketing tools

Data points

Page layouts

Provide reports

Clear picture

Home

Revenue Operations Platforms

I use People.ai to manage my deals using the MEDDICC methodology and I use it to update my daily tasks as well. Really important because it enables a feature called Scorecard where we can see all gaps and what we don't know yet. With this vision is easy to understand where we need to put focus on.

Scorecard
Integration w/ Slack to update daily activities

Productivity increase
Better deal analysis probably increasing the win rate

We have been using People.ai for a little over a year now. We use it to help us improve the team's performance and to keep track of our team's activities. People.ai allows us to get real-time insights and updates on everyone's performance and progress. The best thing about it is that it's in real-time. We don't have to be on the lookout to make sure that everyone is doing what they are supposed to be doing and we get updates when someone is off track.

Strategic Account Management.
It play key role in our sales process.
Integration Linkedin, Salessoft.

People.ai improve our sales.
Increase productivity.

People.ai allows us to automatically ensure that emails and meetings set up with prospects are logged to Salesforce. Additionally, it’s a fantastic way to track goals and ensure I keep up my activity. It’s a powerful prospecting tool, almost to the point that the amount of data being captured is overwhelming and surprising.

Tracks activity
Syncs to Salesforce
Associates contacts from email to other systems

User interface was not very intuitive for the end user
It didn’t seem to be very customizable.

Automatic logging of activity
Smart match of contacts across system based on email address

Higher prospecting activity which leads to more revenue opportunities
Less time on manually logging activity in CRM
Visibility to leadership on team performance and activity

Outreach, ZoomInfo, Salesforce.com, The Okta Identity Cloud

We use People.ai on our day-to-day team activities. This is very helpful in tracking our daily progress and activities. This is so useful in how we see our team and individual progress.

Tracked our daily activities
Provide reports on our progress (emails, calls, meetings, etc.)
It shows our team standing where we currently at and also it shows the team ranking

It's beneficial if we receive the report on a daily basis. I don't know if that is something to do with the settings. But for some reason, I am only getting it on a weekly or sometimes twice a week report.

It will provide you information on your current standing/performance as an individual and also as a team

This would give us (and the management) an overview specially in our performance.

Informatica Cloud MDM - Customer 360 for Salesforce, Outreach, Chatter

People.ai was implemented as part of a Digital Sales Transformation for our Global Sales team. The implementation was done to reduce the administrative time the reps send creating contacts and tasks within Salesforce, as well as to ensure complete data and activity capture for customer-facing activities. The implementation started with a core group of pilot users, and was then released to a broader audience in the Sales team.

Contact Creation. People.ai is able to capture and create contacts that sales reps are actively engaging in business, but who have not yet been entered into Salesforce. People.ai is not only able to create the contact, but also attribute the contact to the correct Account (even if Accounts are a mess within SF). The tool also ensures that it does not duplicate contacts or leads that are already within the system, helping to maintain data cleanliness.
Activity Capture. People.ai captures all email and meeting activity, granting the ability to capture valuable data points. As these data points are attributed to Accounts and Opportunities, this activity can drive analytics on deal engagement and what it takes to move an opportunity through the funnel.
Platform Analytics. People.ai does an excellent job with their Platform analytics, and they are improving it constantly. While they are not a BI tool, they are able to show basic insights on how sales reps and sales teams are spending their time. They allow filtering of the activities to see a full aggregate picture of how the Sales business is running.

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.

People.ai has helped our business meet and prove through data that we are improving our Sales Rep's time spent on selling activities, a key metric for our transformation. People.ai reduced the amount of manual entry required by the reps, giving back time, and the data capture was able to show that since turning on People.ai, the reps have jumped in their external engagement by 10%.

People.ai

Overview

What is People.ai?