Enterprise Solution: Great Product backed by a Great Team
Rating: 10 out of 10
December 27, 2018
NR
Vetted Review
Verified User
1 year of experience
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.
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.
- A positive impact in the time saved for manual record entry.
Clari primarily focused on attaching activities to Opportunities; Yesware primarily focused on email templates and was limited in its ability to track calls. We selected People.AI because it offered more than both platforms and its strengths were apparent in their UI design and AI delivery of insights.