Automatic Opportunity Contact Role creation is my best friend
November 19, 2018
Automatic Opportunity Contact Role creation is my best friend
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with People.ai
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.
- With Opportunity Contact Roles automatically assigned, it has made Marketing campaign attribution significantly easier.
- We've had over a 100 net new contacts created per user, allowing us to see all stakeholders in the sales process.
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.
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.