Great sales visibility
January 29, 2019

Great sales visibility

Casey Clark | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with People.ai

Our entire sales team leverages People.ai to track all sales related activities. It gives us great visibility in to team productivity and allows us to better understand where people are spending their time and how we can help the team improve. The product was easy to implement and eliminates the need for the sales team to take any manual actions - a huge plus.
  • Simple integration in to sales reps workflows (Gmail, Salesforce, phone, etc)
  • Visibility in to rep activities. How many emails are being sent, who are they sending them to, how much time are they spending crafting emails?
  • All of this can be pushed in to Salesforce so that the executive team can maintain full visibility from our CRM.
  • Keep improving dashboarding in People.ai. Some of the work that is in Beta looks great.
  • Our pipeline generation has seen a significant uptick now that we are able to fully understand how out team prospects and what is/isn't working.
  • Outreach
It is the best in a category that is quickly growing.
I push all kinds of reports to SF. Calls made, emails sent, open rates, open rates vs time spent crafting an email, etc.
People.ai is a great fit for any sales environment. Automate tracking and push visibility and accountability throughout the org.

People.ai Feature Ratings

Ideal customer targeting
10
Contact information
10
Company information
10
Industry information
10
Lead qualification process
10
Salesforce integration
10
Data hygiene
10
Automatic data refresh
10
Filters and segmentation
10