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https://dudodiprj2sv7.cloudfront.net/product-logos/rp/lH/62UT0UWTD133.PNGGiving your Sales Reps and your Data Super Powers, People.aiPeople.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.,10,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 has a number of OOTB reports that are available within Salesforce. They also have their data analytics on their platform and CSV files can be exported to perform BI analysis by the tool of choice. The salesforce reports are used for the reps to see what activity has been synced to Salesforce and allow them to note any attributing errors that need to be corrected. The platform analytics are also very good. However, the truly impressive reporting is done by the People.ai team. They are excellent at helping customers use the data to solve real business problems and show the data to back it up.,Altify, Skuid, LevelElevenPeople.ai is a great tool with a great support/customer success teamWe used People.ai to ensure that all calls and emails were logged correctly in SFDC. Also, a key feature was the creation of opportunity contact roles on an opportunity. We also really liked their reporting functionality and their visualforce page widgets within SFDC,A great Customer Success Team and Support team. Specifically, Robin Johnson is fantastic! All activities are being logged correctly Creation of Opportunity Contact Roles,Their account matching could be better given the complexity of our account structure Lead to OCR took some time to implement, but is a very promising feature,9,Added the right contact roles on an opportuntiy creation of folks we're prospecting as contact underneath an account accurate call/email/meeting logging in sfdcEnterprise Solution: Great Product backed by a Great TeamPeople.ai is primarily used as a means to capture sales activity (email, meetings, and calls). It saves our reps many hours of manual activity tracking. It's used across our entire sales organization and it helps our team spend more time on what matters most -- closing business. In addition to tracking activities, their dedicated customer success team has really helped us train management on the best ways to use their platform internally during weekly 1:1s. They've also worked with us very closely to help better define our Opportunities' Contact Role creation.,People.ai matches activities to accounts and opportunities well. We're an Enterprise Software Solution company, and our account hierarchy can be challenging given today's structure of public and private companies. Given that matching web domains can be shared across multiple accounts, being able to filter further down object tables helps us get activities in the right place. People.ai has a wonderful user interface. It's straightforward and easy to dive into. From an administrative perspective, turning features on and off is very simple. From a management perspective, their AI delivers insights into rep activity performance, which makes 1:1s more meaningful. They're also updating their Salesforce package frequently, which allows us to bring some great-looking VisualForce components to our page layouts. Their UX design stands out from the competition. Weekly calls with their team help us take advantage of their offerings. They help us stay on track with new developments and ensure we're leveraging their team for support. We feel valued as a partner and appreciate their efforts to meet our requirements.,10,A positive impact in the time saved for manual record entry.,Clari and Yesware,Salesforce Community Cloud, Salesforce CPQ (formerly SteelBrick), Outreach, AsanaPeople.ai provides a critical layer of intelligence for our team.People.ai is used by our sales, marketing, and customer success teams.,People.ai provides a critical layer of intelligence for our team. We have a full picture of all activity going on in our accounts, understand where our team is spending their time, and what has the biggest impact. We have automated Salesforce Sync in 30 Days and using People.ai helped us get a clear picture of sales activity by using CRM Sync and gave salespeople 20% of their time back.,I'd like to see a mobile app I've used other similar products in the past that are far worse, so I can't think of anything,10,Thanks to People.ai our sales team now how 20% more time. It helped managers and salespeople understand each other better, using facts, not individual opinions.People.ai will change the game for youPeople.ai is plugged into every customer-facing role we have at Lyft Business. It allows us to automatically log/monitor our client interactions and meetings without any extra effort. Folks just work in email/calendar like they always do and People.ai does the rest. We also auto-create contacts in our CRM automatically for Marketing to harness for B2B outreach efforts.,Automatic logging, zero touch Great analytics to help coach your team (high and low performers) Tells you exactly what brands your team is spending their time on,I'd like to see more email publishing I'd like to see it help us with our account plans so we can set up "custom lists" to track progress on focus accounts,10,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.,,Activity reports (many different kinds). Time spent reports. Leaderboards for all that. The reports meet most of my needs,Datahug, Tableau Desktop
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People.ai
6 Ratings
Score 9.5 out of 101
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People.ai Reviews

People.ai
6 Ratings
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Score 9.5 out of 101
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Marceline Guyette profile photo
December 22, 2018

People.ai Review: "Giving your Sales Reps and your Data Super Powers, People.ai"

Score 10 out of 10
Vetted Review
Verified User
Review Source
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 is well suited to ensure the capture of all contacts engaged in Accounts and Opportunities as well as the activity that occurred within the deals. These data points allow the reps to have a more full picture of their Accounts and Opportunities, while also reducing the administrative work they would need to do to get the data points into Salesforce manually. Once that data is in the system, the sky is the limit with the types of analysis that can be done to help improve the business and rep performance.
Read Marceline Guyette's full review
Nick Goldsmith profile photo
January 14, 2019

People.ai Review: "People.ai is a great tool with a great support/customer success team"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We used People.ai to ensure that all calls and emails were logged correctly in SFDC. Also, a key feature was the creation of opportunity contact roles on an opportunity. We also really liked their reporting functionality and their visualforce page widgets within SFDC
  • A great Customer Success Team and Support team. Specifically, Robin Johnson is fantastic!
  • All activities are being logged correctly
  • Creation of Opportunity Contact Roles
  • Their account matching could be better given the complexity of our account structure
  • Lead to OCR took some time to implement, but is a very promising feature
Really well suited for creating activities without the sales reps doing this manually. Dashboards and reporting are a big plus too.
Read Nick Goldsmith's full review
Nick Ramirez profile photo
December 27, 2018

People.ai Review: "Enterprise Solution: Great Product backed by a Great Team"

Score 10 out of 10
Vetted Review
Verified User
Review Source
People.ai is primarily used as a means to capture sales activity (email, meetings, and calls). It saves our reps many hours of manual activity tracking. It's used across our entire sales organization and it helps our team spend more time on what matters most -- closing business.

In addition to tracking activities, their dedicated customer success team has really helped us train management on the best ways to use their platform internally during weekly 1:1s. They've also worked with us very closely to help better define our Opportunities' Contact Role creation.
  • People.ai matches activities to accounts and opportunities well. We're an Enterprise Software Solution company, and our account hierarchy can be challenging given today's structure of public and private companies. Given that matching web domains can be shared across multiple accounts, being able to filter further down object tables helps us get activities in the right place.
  • People.ai has a wonderful user interface. It's straightforward and easy to dive into. From an administrative perspective, turning features on and off is very simple. From a management perspective, their AI delivers insights into rep activity performance, which makes 1:1s more meaningful. They're also updating their Salesforce package frequently, which allows us to bring some great-looking VisualForce components to our page layouts. Their UX design stands out from the competition.
  • Weekly calls with their team help us take advantage of their offerings. They help us stay on track with new developments and ensure we're leveraging their team for support. We feel valued as a partner and appreciate their efforts to meet our requirements.
People.AI is great for logging all activities (Calls, Email, Meetings) to their related records in Salesforce. Aside from that, People.AI offers a great UI to help analyze and provide insights into activity.
Read Nick Ramirez's full review
Mikita Mikado profile photo
November 25, 2018

People.ai Review: "People.ai provides a critical layer of intelligence for our team."

Score 10 out of 10
Vetted Review
Verified User
Review Source
People.ai is used by our sales, marketing, and customer success teams.
  • People.ai provides a critical layer of intelligence for our team.
  • We have a full picture of all activity going on in our accounts, understand where our team is spending their time, and what has the biggest impact.
  • We have automated Salesforce Sync in 30 Days and using People.ai helped us get a clear picture of sales activity by using CRM Sync and gave salespeople 20% of their time back.
  • I'd like to see a mobile app
  • I've used other similar products in the past that are far worse, so I can't think of anything
In many sales organizations, sales training and coaching varies depending on each manager’s personal experience. But what has worked for a sales leader in the past isn’t what necessarily can close deals today. Sales managers need access to sales activity data insights in order to build effective ramping and onboarding programs and that's what People.ai provides.
Read Mikita Mikado's full review
Benjamin Sternsmith profile photo
November 09, 2018

People.ai Review: "People.ai will change the game for you"

Score 10 out of 10
Vetted Review
Verified User
Review Source
People.ai is plugged into every customer-facing role we have at Lyft Business. It allows us to automatically log/monitor our client interactions and meetings without any extra effort. Folks just work in email/calendar like they always do and People.ai does the rest. We also auto-create contacts in our CRM automatically for Marketing to harness for B2B outreach efforts.
  • Automatic logging, zero touch
  • Great analytics to help coach your team (high and low performers)
  • Tells you exactly what brands your team is spending their time on
  • I'd like to see more email publishing
  • I'd like to see it help us with our account plans so we can set up "custom lists" to track progress on focus accounts
Well suited for face-paced, B2B selling/Account Management teams. Great for B2B marketers to not have to rely on the revenue team to "log their activity in salesforce". Not well suited for a pure reporting tool. Their out-of-the-box reports are powerful but limited to certain parameters.
Read Benjamin Sternsmith's full review
No photo available
November 19, 2018

People.ai Review: "Automatic Opportunity Contact Role creation is my best friend"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We setup the Sales Organization with People.ai to create all contacts they are actively engaged in, add those contacts to open opportunities, and automatically sync all emails and meetings. People.ai provides exposure into sales activities that allows our managers to see trends and coach their reps. I personally like how Sales reps cannot choose to not sync over activities to Salesforce so it removes that ambiguity.
  • Unless specifically filtered, all communications are synced to Salesforce regardless of AE preference. No ambiguity.
  • Net new Contacts created and synced to Accounts and Opportunity Contact Roles(OCR). Sales reps rarely add in OCRs and this removes that manual work.
  • Good Coaching tool.
  • Contact cloud is still growing so there can be non-synced contacts.
  • There is a sync delay for activities which can be confusing to sales reps.
If you have a medium to large cs/sales team, I would recommend People.ai. Automated Opportunity Contact Role creation, contact create, and Gmail suite activity sync function is awesome and will avoid issues of "I emailed them last week! I know it is not in Salesforce but look at it here..."

For small sales team, <20 people, you can still manually check and control the process.
Read this authenticated review

People.ai Scorecard Summary

Feature Scorecard Summary

Ideal customer targeting (2)
9.2
Contact information (4)
9.4
Company information (4)
8.9
Industry information (3)
8.9
Lead qualification process (1)
10
Salesforce integration (6)
9.0
Data hygiene (5)
8.4
Automatic data refresh (3)
9.2
Filters and segmentation (3)
8.9

About People.ai

People.ai calls itself a revenue intelligence platform for go-to-market teams. The platform promises to help sales, marketing and customer success teams uncover every revenue opportunity from every customer.

Customers include: Lyft, Gainsight, Tanium and Palo Alto Networks. People.ai helps them capture contacts, activity and engagement and drive actionable insights across all their revenue generation.

Founded in 2016, People.ai is based in San Francisco and is backed by Y Combinator and Silicon Valley’s top investors, including Lightspeed Venture Partners and Andreessen Horowitz.

People.ai Features

Prospecting Features
Does not have featureAdvanced search
Does not have featureWeb browser extension
Does not have featureIdentification of new leads
Does not have featureList quality
Has featureEmail contacts
Has featureDirect dial contacts
Does not have featureList upload/download
Has featureIdeal customer targeting
Has featureLinkedIn integration
Does not have featureData.com integration
Does not have featureLoad time/data access
Does not have featureReverse IP lookup
Sales Intelligence Data Standards Features
Has featureContact information
Has featureCompany information
Has featureIndustry information
Data Augmentation & Lead Qualification Features
Has featureLead qualification process
Does not have featureSmart lists and recommendations
Has featureSalesforce integration
Does not have featureCompany/business profiles
Does not have featureNews updates
Does not have featureWeb traffic insights
Has featureProspect tracking/following
Does not have featureAlerts and reminders
Has featureData hygiene
Has featureAutomatic data refresh
Does not have featureTags
Has featureFilters and segmentation
Does not have featureNotes
Has featureSalesforce opportunity creation
Has featureAbility to append contact, lead, and account level data
Sales Intelligence Email Features Features
Does not have featureAutomated initial emails
Does not have featureSales email templates
Does not have featureSales landing pages
Has featureEngagement tracking
Does not have featureAppend emails to records
Has featureGmail integration
Has featureExchange integration
Has featureMarketing automation integration

People.ai Screenshots

People.ai Integrations

People.ai Competitors

People.ai Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
5%
Mid-Size Companies (51-500 employees)
30%
Enterprises (> 500 employees)
65%

People.ai Support Options

 Paid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media

People.ai Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Languages: English