People.ai

Score9.9 out of 10

20 Reviews and Ratings

Community insights

TrustRadius Insights for People.ai are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Integration with LinkedIn and Salessoft: Several users have found the integration with LinkedIn and Salessoft in People.ai's Strategic Account Management to be a key feature in their sales process. This integration has allowed them to seamlessly access and leverage data from these platforms, enhancing their ability to identify potential leads and close deals effectively.

Ability to capture and create contacts for sales reps: Users appreciate People.ai's ability to capture and create contacts for sales reps who are actively engaging in business but have not yet been entered into Salesforce. This feature saves time for sales reps by automating the contact creation process, ensuring that no valuable leads are missed.

Prevention of duplicate contacts or leads: Many users have praised People.ai's capability to prevent duplicate contacts or leads from being entered into the system. This functionality helps maintain data cleanliness and avoids confusion or duplication of efforts among the sales team.

Reviews

13 Reviews

Really good solution to manage complex deals and increase productivity

Rating: 10 out of 10

Incentivized

April 30, 2024

Use Cases and Deployment Scope

I use People.ai to manage my deals using the MEDDICC methodology and I use it to update my daily tasks as well. Really important because it enables a feature called Scorecard where we can see all gaps and what we don't know yet. With this vision is easy to understand where we need to put focus on.

Pros

Scorecard
Integration w/ Slack to update daily activities

Cons

No areas

Likelihood to Recommend

It's the best way to manage deals using MEDDICC methodology. When I say best way it's for sellers and sales manager/directors. Sometimes we need to collect a huge quantity of info and put all of this info in a good way to check and understand where we need to put our focus on is not a easy task and People.ai allows people work better.

Thiago Santo

Regional Sales Manager in Sales at Zscaler (5001-10,000 employees)

Vetted Review

3 years of experience

Verified on LinkedIn

Best in Class Opportunity Management with good performance.

Rating: 10 out of 10

Incentivized

March 16, 2022

Use Cases and Deployment Scope

We have been using People.ai for a little over a year now. We use it to help us improve the team's performance and to keep track of our team's activities. People.ai allows us to get real-time insights and updates on everyone's performance and progress. The best thing about it is that it's in real-time. We don't have to be on the lookout to make sure that everyone is doing what they are supposed to be doing and we get updates when someone is off track.

Pros

Strategic Account Management.
It play key role in our sales process.
Integration Linkedin, Salessoft.

Cons

Improve dashboard more.

Likelihood to Recommend

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.

Deepak Kumar

Marketing Manager in Marketing at Rckcofficial (201-500 employees)

Vetted Review

1 year of experience

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

Rating: 7 out of 10

Incentivized

March 15, 2022

Use Cases and Deployment Scope

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.

Pros

Tracks activity
Syncs to Salesforce
Associates contacts from email to other systems

Cons

User interface was not very intuitive for the end user
It didn’t seem to be very customizable.

Likelihood to Recommend

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.

Andy Williamson

Account Executive in Sales at Slack (1001-5000 employees)

Vetted Review

2 years of experience

People.ai is a highly recommended tool/product for companies/organizations that wants to see the best performance of their team.

Rating: 9 out of 10

Incentivized

October 31, 2021

Use Cases and Deployment Scope

We use People.ai on our day-to-day team activities. This is very helpful in tracking our daily progress and activities. This is so useful in how we see our team and individual progress.

Pros

Tracked our daily activities
Provide reports on our progress (emails, calls, meetings, etc.)
It shows our team standing where we currently at and also it shows the team ranking

Cons

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.

Likelihood to Recommend

This is a great tool for our organization since we are getting an update on where are we at as a team and also as an individual contributor. It is highly recommended to companies/organization that monitors each staff's performance. It would be best if we get the update on a daily basis. I only receive it twice or once a week. I am not sure if that's from the settings or a setup being managed by the management.

Cory Velasco

Account Executive in Sales at Zoom (501-1000 employees)

Vetted Review

1 year of experience

View profile

Coach for the win with People.ai

Rating: 8 out of 10

Incentivized

September 15, 2021

Use Cases and Deployment Scope

We are currently using People.ai amongst our sales leaders to understand deal health and risks. It presents data living in salesforce in a meaningful way with visuals and flags to indicate your deal is healthy or has risks. At a glance we can understand the best course of action and coach our reps on deal strategy

Pros

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

Cons

We are finding that activity metrics are being duplicated across calls and meetings. They share that this only seems to be a problem with Chorus customers that are pushing tasks to salesforce.

Likelihood to Recommend

It is well suited for qualifying opportunities and coaching sales reps on execution within a sales cycle. It also helps you analyze your team’s productivity metrics and how much time they are investing in prospecting vs interacting with their customers. Our sales Ops team also feels the way they ingest data/contacts into salesforce is second to none.

Verified User

Program Manager in Sales (1001-5000 employees)

Vetted Review

1 year of experience

People.ai Review

Rating: 6 out of 10

Incentivized

October 4, 2019

Use Cases and Deployment Scope

It's being used by the sales team exclusively. We use it as a sales productivity tool to track our calls, emails, meetings, etc. It addresses sales performance and holding sales reps accountable for activity. Leadership looks at it to track our performance as well. We have integrations with SFDC as well.

Pros

Goal setting
Capturing logged calls
Team accountability/friendly competition

Cons

Does not always pull meetings in correctly
Hard to use the goal setting tool

Likelihood to Recommend

Well suited for sales teams and less appropriate for customer success or nonclient facing roles.

Verified User

Representative in Sales (5001-10,000 employees)

Vetted Review

1 year of experience

Great sales visibility

Rating: 10 out of 10

January 29, 2019

Use Cases and Deployment Scope

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.

Pros

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.

Cons

Keep improving dashboarding in People.ai. Some of the work that is in Beta looks great.

Likelihood to Recommend

People.ai is a great fit for any sales environment. Automate tracking and push visibility and accountability throughout the org.

Casey Clark

VP Sales in Sales at Scalyr (51-200 employees)

Vetted Review

1 year of experience

View profile

People.ai is a great tool with a great support/customer success team

Rating: 9 out of 10

Incentivized

January 14, 2019

Use Cases and Deployment Scope

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

Pros

A great Customer Success Team and Support team. Specifically, Robin Johnson is fantastic!
All activities are being logged correctly
Creation of Opportunity Contact Roles

Cons

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

Likelihood to Recommend

Really well suited for creating activities without the sales reps doing this manually. Dashboards and reporting are a big plus too.

Nick Goldsmith

Salesforce Consultant in Sales at NJG Consulting LLC (201-500 employees)

Vetted Review

1 year of experience

View profile

Enterprise Solution: Great Product backed by a Great Team

Rating: 10 out of 10

Incentivized

December 27, 2018

Use Cases and Deployment Scope

People.ai is primarily used as a means to capture sales activity (email, meetings, and calls). It saves our reps many hours of manual activity tracking. It's used across our entire sales organization and it helps our team spend more time on what matters most -- closing business.

In addition to tracking activities, their dedicated customer success team has really helped us train management on the best ways to use their platform internally during weekly 1:1s. They've also worked with us very closely to help better define our Opportunities' Contact Role creation.

Pros

People.ai matches activities to accounts and opportunities well. We're an Enterprise Software Solution company, and our account hierarchy can be challenging given today's structure of public and private companies. Given that matching web domains can be shared across multiple accounts, being able to filter further down object tables helps us get activities in the right place.
People.ai has a wonderful user interface. It's straightforward and easy to dive into. From an administrative perspective, turning features on and off is very simple. From a management perspective, their AI delivers insights into rep activity performance, which makes 1:1s more meaningful. They're also updating their Salesforce package frequently, which allows us to bring some great-looking VisualForce components to our page layouts. Their UX design stands out from the competition.
Weekly calls with their team help us take advantage of their offerings. They help us stay on track with new developments and ensure we're leveraging their team for support. We feel valued as a partner and appreciate their efforts to meet our requirements.

Likelihood to Recommend

People.AI is great for logging all activities (Calls, Email, Meetings) to their related records in Salesforce. Aside from that, People.AI offers a great UI to help analyze and provide insights into activity.

Nick Ramirez

Business Analyst - Salesforce Admin in Marketing at ThoughtSpot (201-500 employees)

Vetted Review

1 year of experience

View profile

Giving your Sales Reps and your Data Super Powers, People.ai

Rating: 10 out of 10

December 22, 2018

Use Cases and Deployment Scope

People.ai was implemented as part of a Digital Sales Transformation for our Global Sales team. The implementation was done to reduce the administrative time the reps send creating contacts and tasks within Salesforce, as well as to ensure complete data and activity capture for customer-facing activities. The implementation started with a core group of pilot users, and was then released to a broader audience in the Sales team.

Pros

Contact Creation. People.ai is able to capture and create contacts that sales reps are actively engaging in business, but who have not yet been entered into Salesforce. People.ai is not only able to create the contact, but also attribute the contact to the correct Account (even if Accounts are a mess within SF). The tool also ensures that it does not duplicate contacts or leads that are already within the system, helping to maintain data cleanliness.
Activity Capture. People.ai captures all email and meeting activity, granting the ability to capture valuable data points. As these data points are attributed to Accounts and Opportunities, this activity can drive analytics on deal engagement and what it takes to move an opportunity through the funnel.
Platform Analytics. People.ai does an excellent job with their Platform analytics, and they are improving it constantly. While they are not a BI tool, they are able to show basic insights on how sales reps and sales teams are spending their time. They allow filtering of the activities to see a full aggregate picture of how the Sales business is running.

Cons

People.ai has a robust platform, however, this requires sales reps to log into one more platform and the People.ai platform is not customizable for selecting what can be viewed by users. If People.ai were to make the features in their platform available in Salesforce it would be a huge win for leveraging the data they aggregate. Hoping an API will soon be on the Roadmap
Time Spent. People.ai uses some logic to attribute values on the "time spent" on the activities being captured. They did improve their meeting aggregations so that they were not "double counting" time when multiple meetings were booked in the same time slot for a rep. Email time spent still seems to have some errors as the time spent on emails can show in excess of the weekly working hours of the reps.

Likelihood to Recommend

People.ai is well suited to ensure the capture of all contacts engaged in Accounts and Opportunities as well as the activity that occurred within the deals. These data points allow the reps to have a more full picture of their Accounts and Opportunities, while also reducing the administrative work they would need to do to get the data points into Salesforce manually. Once that data is in the system, the sky is the limit with the types of analysis that can be done to help improve the business and rep performance.

Marceline Guyette

UI/UX Lead in Sales at Hexagon PPM (1001-5000 employees)

Vetted Review

1 year of experience

View profile

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Giving your Sales Reps and your Data Super Powers, People.ai

Rating: 10 out of 10

December 22, 2018

Use Cases and Deployment Scope

Pros

Contact Creation. People.ai is able to capture and create contacts that sales reps are actively engaging in business, but who have not yet been entered into Salesforce. People.ai is not only able to create the contact, but also attribute the contact to the correct Account (even if Accounts are a mess within SF). The tool also ensures that it does not duplicate contacts or leads that are already within the system, helping to maintain data cleanliness.
Activity Capture. People.ai captures all email and meeting activity, granting the ability to capture valuable data points. As these data points are attributed to Accounts and Opportunities, this activity can drive analytics on deal engagement and what it takes to move an opportunity through the funnel.
Platform Analytics. People.ai does an excellent job with their Platform analytics, and they are improving it constantly. While they are not a BI tool, they are able to show basic insights on how sales reps and sales teams are spending their time. They allow filtering of the activities to see a full aggregate picture of how the Sales business is running.

Cons

People.ai has a robust platform, however, this requires sales reps to log into one more platform and the People.ai platform is not customizable for selecting what can be viewed by users. If People.ai were to make the features in their platform available in Salesforce it would be a huge win for leveraging the data they aggregate. Hoping an API will soon be on the Roadmap
Time Spent. People.ai uses some logic to attribute values on the "time spent" on the activities being captured. They did improve their meeting aggregations so that they were not "double counting" time when multiple meetings were booked in the same time slot for a rep. Email time spent still seems to have some errors as the time spent on emails can show in excess of the weekly working hours of the reps.

Likelihood to Recommend

Marceline Guyette

UI/UX Lead in Sales at Hexagon PPM (1001-5000 employees)

Vetted Review

1 year of experience

View profile