Backstory Reviews & Product Details

Everything is one place. Easy to use. It helps me minimize the time updating my accounts. Review collected by and hosted on G2.com.

There is nothing about the tool that I don't like. Everything is great! Review collected by and hosted on G2.com.

Customer success rep, Oliver, has been nothing shy of forthcoming, insightful, adept at understanding the needs of various Rev org functions and able to pivot on a dime. With the tool's capabilities at the stern and Oliver at the helm, this ship is cruising to success! Review collected by and hosted on G2.com.

Just a challenge to get the lay of the land before CS support. Not a fault of the product, I simply was hired after onboarding Review collected by and hosted on G2.com.

I love the spreadsheet view in PeopleGlass that makes logging multiple updates to a large book of accounts a breeze. I can copy and paste the "Health Last Reviewed Date" to every account I assess on that day. Also, I can simply press Shift+Enter to skip a line when updating long text fields. Salesforce is so slow and clunky, and with the level of reporting rigor expected for a CSM at a public company, PeopleGlass saves me hours of work every week by pushing updates made in a user-friendly UI to the monster that is Salesforce. Review collected by and hosted on G2.com.

Sometimes fields do not get automatically synced from Salesforce to PeopleGlass when our Ops team creates new ones. I'm not sure if this is an issue on our side or People.ai's, but it can be a pain because I need to go into Salesforce for those accounts. Luckily I can click into the account level on Salesforce easily from the PeopleGlass layout page. Review collected by and hosted on G2.com.

1.Easy Interface and navigation to get to actionable data

2. Accuracy of matching meetings/activities Review collected by and hosted on G2.com.

1. There is limitation in Engagement dashboards [Custom SFDC fields reporting - gotta to do with Integration]

2. Options for sensitive markets like Japan, where meetings are not marked in customer/prospect calendars.

3. Peopleglass UI could be better Review collected by and hosted on G2.com.

The best feature of People.AI and the one I like the best is its data driven insights. Its quite intelligent and dynamic and helps provide insights through analytics is very little time. Review collected by and hosted on G2.com.

Some of the downsides of People.ai and the ones I appreciate the least include its price factor and that its not suited to some industries and domain areas. It probably needs to build more in the latter. Review collected by and hosted on G2.com.

1. Very strong customer success team.

2. Intelligence works well at grabbing emails/interactions and giving a true "engaged" score.

3. Permission sets are well done and support scale. Review collected by and hosted on G2.com.

Tough to force reps to update ClosePlans. Would be helpful to have additional alerts or pings to both managers and reps when they are failing to use the product to its full potential. Review collected by and hosted on G2.com.

It's been very helpful in understanding the engagement in an account after account ownership changes. The "most engaged people" section has helped me seamlessly pickup where there's already opportunity with great contacts from past account owners Review collected by and hosted on G2.com.

It seems to be a missed opportunity not to push enrichment data to sfdc Review collected by and hosted on G2.com.

PeopleGlass saves me time, it makes me focus on the task at hand and allows me to change the way I view my book of business. I love creating new views so I can, for example, look at all my newly activated customers in one glance. It's also just so helpful to understand the "subsets" of groups in my book (for example, ARR size, customer health, etc.) Review collected by and hosted on G2.com.

Wish I had more training on how to get it set up (was a little bit of a confusing process). I also get super frustrated that on a Macbook using Google Chrome, the UX of moving back and forth flips the page back instead of letting me scroll left. I'd also like to see things like a timer to show how much time I spend doing updates or looking at PG or just any stats into usage. Review collected by and hosted on G2.com.

People AI. has given us great visibility into metrics driving our top of sales funnel such as meetings, calls, emails, etc. Until using the tool, we really did not have visibility into how AE activity was driving success. We've been able to leverage the reporting and metrics to provide real-time feedback and coaching to our AEs and help everyone optimize success! Review collected by and hosted on G2.com.

Only dislike (which is minor in the grand scheme of things) is being able to tie the analytics and dashboards back to our own SFDC data. We do a lot of ad-hoc analysis internally using our own data and I would love to be able to pair this analysis w/ the reporting that People AI provides such that it is all consistent across the board. Not a big deal by any means as this is not our main use case Review collected by and hosted on G2.com.

Gaining insight we wouldn't be able to recognize without it. Saving sales rep's time by reducing manual data entry. Automating the process for adding contacts to the CRM. Review collected by and hosted on G2.com.

It could just be our configuration, but there are many quirks you must know about and work around when reporting on people.ai data. Our client service rep appears to be a bit stretched and can sometimes be slow to respond or follow up on questions. Other than that, she's great to work with. Review collected by and hosted on G2.com.