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Next Generation Account Execution & Planning | People.ai

#1 Next Generation Account Planning Solution for Salesforce Users

Overview

People.ai’s helps sales teams optimize account planning & management, relationship mapping and whitespace analysis using real-time data and automation. Achieve consistency and visibility across your account teams using unified data & AI workflows.

See How Next Generation Account Execution & Planning | People.ai Works

Account Planning Gain a clear picture of each account with all of the relevant context & data. Autofill your account plans with public & non-public data in seconds. Build an actionable account plan directly in Salesforce to ensure correction actions.
Account Management Successfully follow through & execute your account plan. Leverage real-time data to continually validate the next steps of the entire sales process. Get important deal updates, suggestions & potential risks all from your custom AI Agent
Relationship Mapping Unlock a deeper understanding of your buying groups, including target personas, & predicated purchasing power. Automatically detect new contacts, have them added to your Focus your efforts on the right people to close the deal.

Poor account execution is costing you deals. Easily drive alignment across your account teams with People.ai. Get everyone on your team doing their part and working toward a common goal - driving revenue. Here’s how it works; Think about all the valuable information sitting in your team's calls, meetings, emails, LinkedIn messages, and in other sales tools. We automatically capture it all. But here's the real magic - our patented technology doesn't just collect this data. It cleans it to filter out anything personal or confidential, organizes it by accurately matching the activity to the right account or opportunity in your CRM, and enriches it with crucial details about your contacts' roles and buying power. Then, we use all of that data to improve your key Account Execution use cases so you can create, close, and renew/upsell with ease.