People.ai - Detailed Review
Business Tools
People.ai - Product Overview
People.ai Overview
People.ai is an AI-driven platform primarily focused on optimizing revenue operations for businesses, particularly in the enterprise sector.
Primary Function
People.ai’s main function is to help sales, marketing, and customer success teams uncover and capitalize on every revenue opportunity from their customers. The platform achieves this by capturing and analyzing all customer contacts, activity, and engagement data to provide actionable insights and automate manual tasks.
Target Audience
The target audience for People.ai includes enterprise-level companies, especially those in the technology, software, SaaS, finance, healthcare, and manufacturing industries. The platform is used by key decision-makers such as sales leaders, sales operations managers, marketing executives, and customer success teams within these organizations.
Key Features
Data Capture and Analysis
People.ai automatically captures sales activity data from various sources like emails, calls, meetings, and CRM systems. It then analyzes this data using patented AI algorithms to provide valuable insights into customer behavior, sales performance, and market trends.
Sales Performance Analytics
The platform delivers sales performance analytics, personalized coaching, one-on-one feedback, and pipeline reviews to help sales leaders manage their teams more effectively and drive revenue growth.
Integration Capabilities
People.ai seamlessly integrates with popular CRM platforms, marketing automation tools, and other sales technologies, allowing businesses to consolidate their data and streamline their operations.
Opportunity Management
It offers opportunity management solutions to inspect pipelines and identify the fastest paths for revenue growth. The platform also helps in account management by identifying accounts suitable for expansion.
Customer Engagement
People.ai ensures customer success teams engage with the right people at the right time, aligning their efforts with the most promising opportunities and customers.
By leveraging these features, People.ai empowers businesses to make data-driven decisions, improve customer relationships, and drive sustainable growth.
People.ai - User Interface and Experience
User Interface Overview
The user interface of People.ai, a predictive sales management solution, is designed with a focus on simplicity, clarity, and user-friendly functionality.Ease of Use
People.ai is praised for its ease of use. Users have reported that the platform is “simple to start up and easy to scale” as more users are added. The interface and design are described as “simple to understand,” making it accessible even for those who may not be tech-savvy.User Experience
The user experience is highly positive, with users highlighting several key aspects:Clear Interface
The design is straightforward, allowing users to easily see where they are spending their time and track sales activities efficiently.Integration
People.ai integrates seamlessly with CRM systems like Salesforce, enhancing the user experience by providing a cohesive and streamlined workflow.Functionality
The platform is valued for its ability to measure sales representative productivity, key performance indicators, and metrics. It provides insights into transactions and contacts, helping users understand what works and what does not.Feedback and Insights
Users appreciate the platform’s ability to give them ideas on what to do next and to identify areas where additional actions, such as making more calls or attending meetings, are needed.Key Features
Sales Activity Tracking
People.ai captures sales activities from emails, calendars, and CRM systems, providing a comprehensive view of sales performance.Performance Metrics
The platform offers detailed metrics and insights into sales representative productivity and key performance indicators.User Insights
It helps users understand their time allocation and provides feedback on their sales strategies. Overall, the user interface of People.ai is user-centric, easy to use, and provides valuable insights that enhance the sales management process. Users have consistently rated it highly for its ease of use, functionality, and overall value. People.ai - Key Features and Functionality
People.ai Overview
People.ai is an AI-powered revenue intelligence platform that offers several key features to enhance the efficiency and effectiveness of sales, marketing, and revenue operations teams. Here are the main features and how they work:Automated Data Capture
People.ai uses AI technology to automatically capture and analyze data from various sources such as emails, meetings, call transcripts, and CRM systems. This automation eliminates the need for manual data entry, ensuring all relevant information is captured accurately and efficiently. This feature streamlines data collection, reducing the time sales teams spend on non-selling activities.Activity Tracking
The platform tracks user activity in real-time, providing insights into how time is being spent. This helps users optimize their workflow and identify areas for improvement. By monitoring activities such as emails and meetings, teams can better manage their time and focus on high-value tasks.Opportunity Management
People.ai helps users manage sales opportunities by tracking interactions with leads and customers. This feature allows sales teams to prioritize leads, forecast revenue, and close deals more effectively. It provides a comprehensive view of every account and opportunity, enabling teams to build better relationships and take the right actions to close deals faster.Performance Analytics
The platform offers detailed analytics on individual and team performance. This allows users to identify strengths and weaknesses and make data-driven decisions to improve sales processes and drive revenue growth. Performance analytics help in evaluating the effectiveness of sales strategies and making necessary adjustments.Integration Capabilities
People.ai integrates seamlessly with popular business tools such as Salesforce, Microsoft Dynamics 365 Sales, Slack, Zoom, and Microsoft Office. This integration ensures that users can access all relevant data in one centralized platform, enhancing collaboration and streamlining workflows. No additional login is required, making it convenient for teams to use the tools they are already familiar with.AI-Driven Insights
People.ai leverages generative AI to provide valuable insights that help sales teams win more revenue. The platform analyzes customer interactions, sales calls, and emails to generate persona-specific emails, measure stakeholder engagement, and identify successful deal patterns. These insights are delivered directly within the tools sales teams use, such as Microsoft Sales Copilot, to ensure they have the crucial information needed to close deals efficiently.Engagement and Buying Power Insights
The platform provides insights into customer engagement levels and trends, calculated based on interactions like emails and meetings. It also suggests connections within the organization who have interacted with the customer, facilitating introductions and collaboration. Additionally, People.ai predicts the buying power of contacts by analyzing past deal closures and comparing them with similar won opportunities.Workflow Automation
By automating repetitive tasks, People.ai helps sales teams focus on high-value activities. This automation accelerates team productivity and ensures that data is accurately captured and matched to the correct contacts, accounts, and opportunities in the CRM. This streamlined workflow enhances overall efficiency and effectiveness.Revenue Optimization
Through predictive analytics and personalized recommendations, People.ai helps businesses optimize their sales and marketing strategies to drive revenue growth. The platform provides real-time context, answers revenue questions, and helps teams avoid risks, all of which contribute to better decision-making and improved sales outcomes.Conclusion
In summary, People.ai’s AI-driven features automate data capture, track activities, manage opportunities, provide performance analytics, integrate with key business tools, offer valuable AI-driven insights, and optimize revenue strategies. These features collectively help sales teams become more efficient, effective, and successful in their roles. People.ai - Performance and Accuracy
Performance
People.ai is highly regarded for its ability to automate the capture of sales activities, such as emails, meetings, call transcripts, and other customer interactions. This automation significantly reduces the time sales reps spend on manual data entry, allowing them to focus more on selling and building relationships. The platform uses AI algorithms trained on a vast amount of data, including over 350 million sales activities, 40 million contacts, and $100 billion in closed deals. This extensive training enables the AI to provide accurate and actionable insights, helping sales teams identify high-risk scenarios, optimize their sales pipelines, and improve forecast predictability. People.ai also offers personalized coaching, sales performance analytics, and automated sales ramping, which help in improving the overall performance of sales teams. The platform integrates seamlessly with popular CRM systems like Salesforce and Microsoft Dynamics 365, as well as other productivity tools such as Slack and Zoom, ensuring that the data and insights are accessible within the tools sales teams already use.Accuracy
The accuracy of People.ai’s insights is largely dependent on the quality and consistency of the data it processes. The platform analyzes all ingested data against historical trends and industry standards, providing a unified source of truth for sales activities. This approach helps in identifying patterns and anomalies that might not be apparent through manual analysis. People.ai’s AI algorithms continuously enrich contact records and match data to the correct accounts or opportunities in the CRM, ensuring that the information is up-to-date and accurate. The platform’s ability to track deal outcomes and suggest improvements based on what top-performing sales reps are doing adds to its accuracy in predicting sales performance.Limitations and Areas for Improvement
Despite its strong performance and accuracy, there are some limitations and areas where People.ai could improve:1. Data Quality
The effectiveness of People.ai’s AI is only as good as the data it receives. If the data is faulty, fragmented, or inconsistent, the insights provided may be biased or off-target. Ensuring high-quality and consistent data is crucial for optimal performance.2. AI Imperfections
While People.ai’s AI is advanced, it is not perfect. There may be instances where the AI misunderstands intentions or fails to recognize certain actions. Continuous improvement and updates to the algorithms are necessary to mitigate these issues.3. User Creativity
People.ai cannot automate all aspects of sales management. Users need to be creative in how they implement and use the insights provided by the platform to maximize its benefits.4. Trust and Human Dynamics
Some users may have limited trust in AI’s ability to understand human behavior at work, which could affect adoption and full utilization of the platform’s capabilities. Addressing these trust issues through transparency and demonstrating the value of AI-driven insights is important. In summary, People.ai performs well in automating sales activities, providing accurate insights, and enhancing sales team performance. However, it is important to ensure high-quality data input and address any trust or implementation challenges that may arise. People.ai - Pricing and Plans
Pricing Structure of People.ai
No Free Plan
People.ai does not offer a free plan. Users must contact the vendor to obtain pricing information.Custom Pricing
People.ai provides custom pricing based on the specific needs of the organization. This means that the cost can vary widely depending on the company’s requirements and the features needed.Enterprise and SMB Pricing
The pricing for People.ai is typically quote-based, and the costs can be substantial. According to Vendr, the average annual cost for People.ai is around $90,000, with the maximum price reaching up to $420,000 for some enterprises.Features
While the exact pricing tiers are not publicly disclosed, People.ai offers a range of features that include:- Advanced data analysis to generate business and revenue intelligence
- Identifying matches between accounts and opportunities
- Sentiment analysis and competitor analysis
- Enriching CRM data with information from marketing and sales activities
- Content filtering and categorization
- Custom tiebreakers to help businesses stand out from competitors.
Contacting the Vendor
To get a precise quote, potential users need to contact People.ai directly, as the pricing details are not available on their website or through public sources.Summary
In summary, People.ai’s pricing is highly customized and requires direct communication with the vendor to determine the exact cost, which can be significant for enterprise and SMB users. People.ai - Integration and Compatibility
Integration with Microsoft Dynamics 365 Sales
Overview
People.ai has recently announced an integration with Microsoft Dynamics 365 Sales. This integration allows sales organizations to access AI-powered insights directly within their Dynamics 365 Sales CRM.Features
It automatically captures sales-related activity data and uses proprietary matching technology to record this data into the correct accounts and opportunities in the CRM. This creates a comprehensive and accurate record of all sales activities, providing valuable context about contacts, accounts, and opportunities.Onboarding and User Management
Streamlined Process
For companies using Microsoft 365, People.ai leverages Microsoft’s Graph API to simplify the onboarding process.Team Access
Administrators can set up their teams seamlessly without requiring individual user effort. This is achieved through Team Access, which connects directly to the team’s Microsoft 365 account, allowing administrators to manage user access and activity capture from the Microsoft admin panel.Compatibility with Lead Generation Tools
Integration with LeadRebel
People.ai also integrates with LeadRebel, a B2B lead generation software. This integration aligns marketing and sales efforts by capturing web visitor data and feeding it into People.ai.Benefits
This creates a comprehensive view of each potential lead, enabling sales teams to make data-driven decisions and focus on high-quality leads. The integration works harmoniously with existing CRM systems and marketing tools, ensuring real-time updates and eliminating discrepancies.General Compatibility
Enterprise-Grade Solution
People.ai is designed to work with large, enterprise-grade organizations and is compatible with various CRM systems and marketing tools.Integration Methods
The platform uses APIs and other integration methods, such as Zapier, to ensure flexibility and ease of implementation. This makes it suitable for businesses looking to enhance their sales management framework efficiently.Conclusion
In summary, People.ai integrates well with major platforms like Microsoft Dynamics 365 Sales and LeadRebel, and it leverages APIs like Microsoft’s Graph API to ensure smooth onboarding and data management. This compatibility enhances the ability of sales teams to access unified data and make informed, data-driven decisions. People.ai - Customer Support and Resources
People.ai Overview
While primarily focused on sales automation and revenue intelligence, People.ai does offer several features and integrations that can indirectly support customer engagement and service. Here are some of the key aspects and resources available:
Customer Engagement and Activity Tracking
People.ai allows businesses to automatically capture and log various customer interactions, such as emails, meetings, and calls, directly into their CRM systems. This ensures that all customer engagement activities are accurately recorded and matched to the relevant accounts and opportunities.
Integration with CRM and Productivity Tools
People.ai integrates seamlessly with popular CRM systems like Salesforce, Microsoft Dynamics 365 Sales, and other productivity tools such as Slack, Zoom, and Webex. These integrations enable teams to analyze meetings, upskill sales reps, and expedite onboarding with AI-powered insights directly within their existing workflows.
Automated Notifications and Activity Capture
The platform provides automated notifications on customer engagements, which can be received through tools like Slack. This ensures that teams are always informed about the latest customer interactions without needing additional logins.
Data Analytics and Insights
People.ai generates detailed analytics and insights from customer engagement data, which can be used to improve sales strategies and customer interactions. For instance, the platform can help identify influential stakeholders, analyze meeting interactions, and provide deep conversation intelligence insights.
Support and Contact Information
While the website does not explicitly outline a dedicated customer support section, it does provide contact information, including a toll-free US number ( 1 (888) 997-3675) and options to get a demo. This suggests that users can reach out for support and inquiries through these channels.
Documentation and Resources
Although the website does not provide extensive documentation specifically on customer support, it does offer various resources such as product descriptions, integration details, and the ability to request demos. These resources can help users understand how to leverage People.ai’s features effectively.
Conclusion
In summary, while People.ai is not primarily a customer support tool, it offers significant support through its integrations, automated activity tracking, and analytical insights, all of which can enhance customer engagement and service indirectly. For direct support inquiries, users can contact the provided support channels.
People.ai - Pros and Cons
Advantages of People.ai
People.ai, an AI-driven sales and marketing platform, offers several significant advantages for businesses, particularly in the areas of sales performance, automation, and team management.
Predictive Analytics and Sales Forecasting
People.ai uses machine learning to predict future sales trends and customer behavior, enabling businesses to make proactive and informed decisions. It helps in identifying which deals are most likely to close and which strategies are most effective.
Automated Sales Coaching and Ramping
The platform automates sales coaching and ramping for sales teams, providing personalized coaching recommendations based on individual performance and activities. This helps in improving sales performance and reducing the time it takes to close deals.
Efficient Workflow Automation
People.ai streamlines sales processes by automating routine tasks such as capturing data from emails, meetings, and calls. This reduces errors and frees up time for more strategic activities.
Enhanced Collaboration
The platform facilitates better teamwork by providing shared insights and data visibility, improving cross-departmental cooperation. It integrates seamlessly with existing CRM systems, ensuring all data remains synchronized and up-to-date.
Comprehensive Reporting Tools
People.ai generates detailed reports that help in understanding market dynamics and measuring performance against key performance indicators (KPIs). This provides actionable insights into the sales process, aiding in better decision-making.
Scalable Architecture
The platform is designed to grow with the business, easily adapting to increased data volume and more complex operational needs.
Disadvantages of People.ai
While People.ai offers numerous benefits, there are also some notable disadvantages to consider.
Steep Learning Curve
New users may find the platform complex and require significant time to become proficient. This can be a barrier for quick adoption and effective use.
High Cost
The pricing structure of People.ai might be prohibitive for smaller businesses or startups with limited budgets. The exact pricing plans are not always transparent, which can add to the uncertainty.
Data Privacy Concerns
Handling extensive sales data raises potential issues regarding data security and privacy. Ensuring the protection of this data is crucial for maintaining trust and compliance.
Limited Customization
Some users may find the customization options for reports and dashboards insufficient for their specific needs. This can limit the flexibility of the platform in meeting unique business requirements.
AI Imperfections
While the AI algorithms continue to improve, there will be times when the system may not recognize user intentions or misunderstand actions. This can lead to inaccuracies and the need for manual verification.
Integration Challenges
Integrating People.ai with existing CRM systems can be challenging and may require additional technical support, which can be time-consuming and costly.
By weighing these advantages and disadvantages, businesses can make informed decisions about whether People.ai aligns with their needs and capabilities.
People.ai - Comparison with Competitors
People.ai Key Features
- People.ai is renowned for its real-time call transcription and conversation analysis, providing valuable insights from customer interactions.
- It integrates data from various sources into a centralized hub, enabling comprehensive reporting and analysis of KPIs, customer behavior, and sales performance.
- The platform uses AI and machine learning to optimize marketing activities, improve efficiency, and drive results through actionable data.
Competitors and Alternatives
Salesloft
- Salesloft is a strong alternative, particularly for sales teams focusing on pipeline management and email tracking. It offers features like email tracking, pipeline management, and sales performance dashboards. However, it lacks People.ai’s real-time call transcription and conversation analysis capabilities.
- Salesloft excels in managing and optimizing sales workflows, including prospect and customer data tracking and sales forecasting.
Clari
- Clari is another significant competitor, focusing on revenue strategy and data automation. It provides real-time revenue target tracking, data enrichment, pipeline management, and opportunity management. Clari’s predictive analytics help identify high-intent prospects and provide coaching recommendations for sales teams.
- Unlike People.ai, Clari is more oriented towards revenue target tracking and data enrichment, making it a strong choice for businesses needing future-focused insights.
Gong.io
- Gong.io stands out for its conversation intelligence, capturing and analyzing customer interactions across all channels. It offers deal intelligence, people intelligence, and seamless CRM integrations, making it an excellent alternative for teams looking to automate strategic sales activities.
- Gong.io’s features include automatic call distribution, performance metrics, and assessment management, which are distinct from People.ai’s focus on real-time call transcription and email tracking.
SetSail
- SetSail is an AI-driven sales data platform that automates the capture of sales activities. It is similar to People.ai in its use of AI but focuses more on automating sales data capture and providing insights for revenue teams.
- SetSail’s offerings include features that help in streamlining the entire revenue process, which might appeal to businesses looking for a more automated approach to sales data management.
Nektar.ai
- Nektar.ai is a revenue operations and intelligence platform that emphasizes maintaining CRM data integrity and cleanliness. It offers actionable pipeline visibility, accurate CRM data reporting, and account-based selling features. Nektar.ai is particularly strong in aggregating and managing contact interactions and activities.
- Unlike People.ai, Nektar.ai focuses more on CRM data hygiene and organizational workflows, making it a good choice for businesses prioritizing data accuracy and cleanliness.
Aviso
- Aviso is another alternative that focuses on budgeting, forecasting, and predictive analytics. It is attractive for sales planning and data-driven decisions, offering trend analysis and sales forecasting features that are unique compared to People.ai’s offerings.
- Aviso’s emphasis on future-focused insights makes it a good fit for businesses seeking to predict and prepare for future sales trends.
Salesforce
- Salesforce, with its AI-powered Sales Cloud, offers a comprehensive CRM solution that includes lead, account, contact, and opportunity management. It also features predictive lead scoring and AI-driven insights to optimize sales strategies.
- While Salesforce is a broader CRM platform, its AI-powered features align closely with People.ai’s capabilities, making it a strong alternative for businesses looking for an integrated CRM solution.
People.ai - Frequently Asked Questions
Frequently Asked Questions about People.ai
What is People.ai and what does it do?
People.ai is an AI-driven revenue intelligence platform that empowers sales, marketing, and customer success teams by transforming data about contacts, activities, and communications into actionable insights. It helps users generate, maximize revenues, and reach their business goals by analyzing data from various sources and providing meaningful insights.What data sources does People.ai use to generate insights?
People.ai captures data from a wide range of sources, including emails, calendaring systems, audio and video conferencing services, and phone systems. This data includes information about contacts, the activities users are performing, and their communications and engagements with prospects and customers.How does People.ai analyze the captured data?
People.ai uses AI algorithms to analyze the ingested data, enabling users to match data to the appropriate accounts and opportunities, filter and classify content, and gain insights into sentiments and competitor analysis. This analysis helps in forming custom strategies to stand out from competitors and improves the performance of marketing campaigns and sales engagements.Can People.ai enrich and improve existing CRM data?
Yes, People.ai allows users to enrich their existing CRM data by ensuring it is reliable, accurate, and well-organized. The platform identifies discrepancies and gaps in the CRM data and fills them with new information from marketing and sales activities, thereby improving CRM hygiene.Does People.ai support integration with other business tools and systems?
Yes, People.ai can be integrated with existing business intelligence tools, data warehouse systems, and other applications. This integration allows the data and insights generated within People.ai to be delivered to the tools users are familiar with and use daily.How does People.ai help in sales forecasting and performance analytics?
People.ai provides real-time data about sales team behavior through an intuitive dashboard, offering actionable insights into the sales process. It helps in sales forecasting by predicting which prospects are likely to purchase from each salesperson and provides automated sales ramping and coaching to increase sales performance.Does People.ai offer any features for sales coaching and talent management?
Yes, People.ai offers personalized coaching sessions for sales reps, helping them identify their strengths and weaknesses. It also provides insights that can be useful in making decisions about hiring and retaining talent based on individual team performance.What is the pricing structure for People.ai?
People.ai provides custom pricing based on the specific needs of the company. There is no free plan or fixed pricing tier; instead, the cost can vary widely, with the average annual cost being around $90,000 and the maximum price reaching up to $420,000.Can People.ai automatically create new contacts and domains in the CRM?
Yes, People.ai can automatically create net-new contacts and domains when they are not already in the CRM. This feature helps in maintaining accurate and complete data, improving CRM hygiene and ensuring better revenue intelligence.How secure is the data handled by People.ai?
When evaluating People.ai, it is important to consider data privacy and security. You should ask about the security policy, who some of their enterprise-sized customers are, and how they handle data processing and matching to ensure your company’s data is secure. People.ai - Conclusion and Recommendation
Final Assessment of People.ai
People.ai is an AI-powered revenue intelligence platform that significantly enhances the sales, marketing, and customer success processes for businesses. Here’s a comprehensive overview of its benefits and who would most benefit from using it.
Key Features and Benefits
- Automated Data Entry: People.ai automates manual data entry, freeing up valuable time for sales teams to focus on strategic activities.
- Actionable Insights: The platform provides valuable insights through AI-driven data analysis, enabling informed decision-making and optimized sales strategies.
- Comprehensive Visibility: It offers a holistic view of deals and pipelines, which is crucial for strategic planning and sales optimization.
- Targeted Marketing: People.ai helps identify key personas within accounts, allowing for precise and effective marketing efforts.
- Performance Tracking: The platform enables real-time performance tracking for sales teams, facilitating data-driven coaching and improvement strategies.
- Integration Capabilities: People.ai seamlessly integrates with popular CRM platforms, marketing automation tools, and other sales technologies, streamlining operations and consolidating data.
Who Would Benefit Most
People.ai is particularly beneficial for several groups within an organization:
- Sales Teams: By automating data entry, providing actionable insights, and offering comprehensive visibility into deals and pipelines, sales teams can optimize their strategies and improve win rates.
- Marketing Professionals: Marketers can gain clear visualizations of customer interactions and campaign effectiveness, allowing them to build targeted personas and improve campaign ROI.
- Sales Leaders and Managers: These individuals can track team performance in real-time, identify areas for improvement, and implement data-driven coaching strategies.
- Customer Success Teams: These teams can ensure they are engaging with the right people at the right time, aligning their efforts with the most promising opportunities and customers.
Target Market
People.ai primarily targets enterprise-level companies, particularly those in the technology, software, SaaS, finance, healthcare, and manufacturing industries. These businesses often have complex sales processes and a high volume of customer interactions, making them ideal candidates for People.ai’s advanced analytics and AI-driven insights.
Overall Recommendation
People.ai is a highly recommended tool for businesses aiming to optimize their sales and marketing operations. Its ability to automate manual tasks, provide actionable insights, and offer comprehensive visibility into sales activities makes it an invaluable asset for any organization looking to drive revenue growth and improve sales performance.
Given its integration capabilities, user-friendly interface, and the breadth of features it offers, People.ai is suitable for businesses of all sizes, from startups to large enterprises. If you are a sales leader, marketing professional, or part of a customer success team looking to leverage AI to enhance your strategies and improve outcomes, People.ai is definitely worth considering.