Overview

What is People.ai?

People.ai is 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…

Learn from top reviewers

Really good solution to manage complex deals and increase productivity

Rating: 10 out of 10

April 30, 2024

IncentivizedVetted ReviewVerified User

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 ...

Thiago Santo

Account Manager - Sales

Regional Sales Manager

Zscaler

3 years of experience

Verified on LinkedIn

Best in Class Opportunity Management with good performance.

Rating: 10 out of 10

March 16, 2022

IncentivizedVetted ReviewVerified User

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 ...

Deepak Kumar

Manager - Marketing

Marketing Manager

Rckcofficial

1 year of experience

Helpful tool to connect your systems and data while tracking prospecting goals

Rating: 7 out of 10

March 15, 2022

IncentivizedVetted ReviewVerified User

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 ensu...

Andy Williamson

Representative - Sales

Account Executive

Slack

2 years of experience

People.ai is a highly recommended tool/product for companies/organizations that wants to see the best performance of their team.

Rating: 9 out of 10

October 31, 2021

IncentivizedVetted ReviewVerified User

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...

Cory Velasco

Executive - Sales

Account Executive

Zoom

1 year of experience

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

Rating: 10 out of 10

December 22, 2018

Vetted ReviewVerified User

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 crea...

Marceline Guyette

Strategist - Sales

UI/UX Lead

Hexagon PPM

1 year of experience

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People.ai

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What is People.ai?

People.ai is 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…

Entry-level set up fee?

No setup fee

For the latest information on pricing, visithttps://people.ai/get-demo

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Product Details

About
Integrations
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Tech Details

What is People.ai?

People.ai is 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.

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People.ai Integrations

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People.ai Technical Details

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	No
Supported Languages	English

People.ai Customer Size Distribution

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

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Reviews From Top Reviewers

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Automatic Opportunity Contact Role creation is my best friend

Rating: 10 out of 10

Incentivized

November 19, 2018

Verified User

Administrator in Sales

Computer Software Company, 201-500 employees

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

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.

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

Rating: 10 out of 10

Incentivized

November 26, 2018

MM

Mikita Mikado

CEO (Chief Executive Officer)

PandaDoc (Computer Software, 51-200 employees)

Vetted Review

Verified User

1 year of experience

View profile

Use Cases and Deployment Scope

People.ai is used by our sales, marketing, and customer success teams.

Pros

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.

Cons

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

Likelihood to Recommend

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.

Helpful tool to connect your systems and data while tracking prospecting goals

Rating: 7 out of 10

Incentivized

March 15, 2022

AW

Andy Williamson

Account Executive

Slack (Computer Software, 1001-5000 employees)

Vetted Review

Verified User

2 years of experience

Use Cases and Deployment Scope

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.

Pros

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

Cons

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

Likelihood to Recommend

Really helpful if you don’t have a good way to sync your G-suite or Office 365 suite to your CRM. Acts as a bridge and ensures that emails and meetings are automatically logged and captured as actionable data. Not as helpful if you already have this figured out a different way.

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

Rating: 10 out of 10

December 22, 2018

MG

Marceline Guyette

UI/UX Lead

Hexagon PPM (Computer Software, 1001-5000 employees)

Vetted Review

Verified User

1 year of experience

View profile

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

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.

Coach for the win with People.ai

Rating: 8 out of 10

Incentivized

September 15, 2021

Verified User

Program Manager in Sales

Computer Software Company, 1001-5000 employees

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

We are currently using People.ai amongst our sales leaders to understand deal health and risks. It presents data living in salesforce in a meaningful way with visuals and flags to indicate your deal is healthy or has risks. At a glance we can understand the best course of action and coach our reps on deal strategy

Pros

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

Cons

We are finding that activity metrics are being duplicated across calls and meetings. They share that this only seems to be a problem with Chorus customers that are pushing tasks to salesforce.

Likelihood to Recommend

It is well suited for qualifying opportunities and coaching sales reps on execution within a sales cycle. It also helps you analyze your team’s productivity metrics and how much time they are investing in prospecting vs interacting with their customers. Our sales Ops team also feels the way they ingest data/contacts into salesforce is second to none.

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