People.ai Features

As reported in 87 People.ai reviews. Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it. 79 reviewers of People.ai have provided feedback on this feature.

Allows users to view data visualizations on several devices. This feature was mentioned in 72 People.ai reviews.

As reported in 100 People.ai reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

As reported in 82 People.ai reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided. 80 reviewers of People.ai have provided feedback on this feature.

Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 96 People.ai reviews.

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 82 People.ai reviews.

Provides live customer data so that sales organizations forecasts stay current. 85 reviewers of People.ai have provided feedback on this feature.

Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 90 People.ai reviews.

Enables competition between a sales team by providing things like challenges and scoreboards. This feature was mentioned in 85 People.ai reviews.

Based on 106 People.ai reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 123 reviewers of People.ai have provided feedback on this feature.

As reported in 68 People.ai reviews. Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Based on 87 People.ai reviews. Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. 67 reviewers of People.ai have provided feedback on this feature.

As reported in 68 People.ai reviews. Automatically scores prospects based on behavior and engagement levels.

Based on 69 People.ai reviews. Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. This feature was mentioned in 46 People.ai reviews.

Based on 72 People.ai reviews and verified by the G2 Product R&D team. Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

As reported in 58 People.ai reviews. Allows for custom report types to match the goals of a company.

Based on 71 People.ai reviews. Helps determine which accounts have the highest/lowest opportunity to convert.

Based on 69 People.ai reviews. Helps determine the direction of each individual account and how to engage through specific content.

As reported in 55 People.ai reviews. Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.

Based on 54 People.ai reviews and verified by the G2 Product R&D team. Organizes knowledge from fellow sales representatives and other experienced employees for reference.

As reported in 54 People.ai reviews. Offers content and training for new hires within the tool.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. 41 reviewers of People.ai have provided feedback on this feature.

Records users' practice or live pitches for future reference and improvement. This feature was mentioned in 36 People.ai reviews.

Based on 45 People.ai reviews and verified by the G2 Product R&D team. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

Based on 60 People.ai reviews and verified by the G2 Product R&D team. Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. This feature was mentioned in 45 People.ai reviews.

Based on 60 People.ai reviews and verified by the G2 Product R&D team. Projects team sales performance publicly to reward and motivate employees.

Based on 56 People.ai reviews and verified by the G2 Product R&D team. Updates sales data in real-time so as to help teams remain close to their goals.

Based on 49 People.ai reviews and verified by the G2 Product R&D team. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.

Motivates employees by creating time-sensitive competititons that drive performance. This feature was mentioned in 49 People.ai reviews.

Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 70 People.ai reviews.

Based on 78 People.ai reviews. Automatically recognizes achievements that should be added to the leaderboard.

Based on 47 People.ai reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements. 107 reviewers of People.ai have provided feedback on this feature.

As reported in 87 People.ai reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.

Based on 99 People.ai reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.

Based on 122 People.ai reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.

Based on 96 People.ai reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool.

Based on 103 People.ai reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals

Based on 92 People.ai reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Based on 97 People.ai reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Based on 52 People.ai reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 54 People.ai reviews and verified by the G2 Product R&D team. Automates the entry of collected data.

Based on 51 People.ai reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Based on 56 People.ai reviews and verified by the G2 Product R&D team. Provides real-time coaching to sales representatives.

Based on 64 People.ai reviews and verified by the G2 Product R&D team. Tracks and analyzes sales representative performance.

Based on 46 People.ai reviews and verified by the G2 Product R&D team. Measure return on investment and leverage data to predict profitability of future projects.

Based on 55 People.ai reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

As reported in 11 People.ai reviews. Offer drag-and-drop capabilities for editing the org chart.

Offer the ability to update the list as a business grows. 13 reviewers of People.ai have provided feedback on this feature.

As reported in 16 People.ai reviews. Enable users to customize the design of the org chart.

Allow users to indicate different roles and departments on the chart. 16 reviewers of People.ai have provided feedback on this feature.

Provide the ability to rearrange an exisiting chart in case of company restructure. 10 reviewers of People.ai have provided feedback on this feature.

Based on 42 People.ai reviews. Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals 39 reviewers of People.ai have provided feedback on this feature.

Creates and stores multiple playbooks for sales 40 reviewers of People.ai have provided feedback on this feature.

As reported in 41 People.ai reviews. Highlights cross-sell, upsell, and white space opportunities

Suggests content appropriate to stage and tone of the deal This feature was mentioned in 39 People.ai reviews.

As reported in 45 People.ai reviews. Allows multiple relationship maps for each account and opportunity

As reported in 40 People.ai reviews. Includes explicit definitions of stakeholder roles

Allows users to track how previous revenue forecasts have developed over time This feature was mentioned in 27 People.ai reviews.

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 36 People.ai reviews.

As reported in 36 People.ai reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices This feature was mentioned in 25 People.ai reviews.

Based on 29 People.ai reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM This feature was mentioned in 36 People.ai reviews.

Based on 38 People.ai reviews. Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM This feature was mentioned in 35 People.ai reviews.

As reported in 29 People.ai reviews. Automatically links marketing leads to sales generated opportunities in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Based on 35 People.ai reviews. Identifies accounts that sales reps aren't engaging with

As reported in 33 People.ai reviews. Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals This feature was mentioned in 38 People.ai reviews.

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Condenses long documents or text into a brief summary.

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives