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Helpful tool to connect your systems and data while tracking prospecting goals
March 15, 2022

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

Andy Williamson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with People.ai

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.
  • Tracks activity
  • Syncs to Salesforce
  • Associates contacts from email to other systems
  • User interface was not very intuitive for the end user
  • It didn’t seem to be very customizable.
  • Automatic logging of activity
  • Smart match of contacts across system based on email address
  • Higher prospecting activity which leads to more revenue opportunities
  • Less time on manually logging activity in CRM
  • Visibility to leadership on team performance and activity
People.ai was selected by others at my company. I was not in the decision making process.

Do you think People.ai delivers good value for the price?

Not sure

Are you happy with People.ai's feature set?

Yes

Did People.ai live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of People.ai go as expected?

I wasn't involved with the implementation phase

Would you buy People.ai again?

Yes

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.