People.ai is a great tool with a great support/customer success team
January 14, 2019
People.ai is a great tool with a great support/customer success team
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with People.ai
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
- 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 sfdc