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…
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SalesDirector.ai
Score 10.0 out of 10
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SalesDirector.ai is a sales forecasting and coaching tool that uses artificial intelligence to make predictions and recommendations
based on combined CRM, Email, Calendaring and call log data.
I've been using People.ai for a bit now, and I've been consistently impressed. I use it to track how my team is doing, how my clients are doing, and how I'm doing. I can create custom dashboards with any metric I want to see. I can set goals, and they'll track my progress towards those goals. I can set up competitions between my team, and they'll tell me who's winning and who's losing. You can share these dashboards with your team, which means that everyone can see how everyone else is doing.
Any sales director that needs better insight into the strength of the opportunities in the sales pipeline can use the program. And no additional information needs to be entered into SalesDirector. The reps can do what they normally do and SalesDirector will start collecting information from CRM, emails, calendar and call logs to start building an overview of the deal and its likelihood to close in the time frame selected by the rep. Any sales leader that wants to make better sales forecasts or wants to coach their reps to be more effective and successful will benefit from the program.
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
Opportunity Analysis - provides objective analysis and feedback based on activity and the depth of the relationships needed to close an opportunity.
Forecasting - provides excellent information on committed, upside and pipeline deals, and provides great insight into the health of the deals contained within
Integrates - Provides seamless integration, and leverages data from multiple sources to provide its analysis and guidance. Emails, meetings, and contacts are all gotten from Microsoft Exchange, and married with the opportunity information coming from Microsoft CRM. Elements like relationship mapping are added by SalesDirector.ai, and these combined data sets provide insights not easily obtained by these various sources individually.
Reporting - An ever growing set of reports that helps sales people and sales managers improve their approaches and performance.
It's beneficial if we receive the report on a daily basis. I don't know if that is something to do with the settings. But for some reason, I am only getting it on a weekly or sometimes twice a week report.
I don't have enough experience with this or other sales forecasting, sales coaching tools to recommend changes. The interface isn't perhaps the prettiest I have seen, but it gives the user the information in an easy to understand form. And most sales reps hate any new system, and all of ours seemed to be able to use the software and get information about their deals from the software quickly after they started using it.
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
People.ai has helped our business meet and prove through data that we are improving our Sales Rep's time spent on selling activities, a key metric for our transformation. People.ai reduced the amount of manual entry required by the reps, giving back time, and the data capture was able to show that since turning on People.ai, the reps have jumped in their external engagement by 10%.
