People.ai for Microsoft Dynamics 365 Sales
Unlock insights from your complete, accurate, and enriched sales data with easy-to-use generative AI right inside of your Microsoft D365 Sales CRM. Surface risks, identify key stakeholders, understand engagement levels, and get next steps in real-time on every account to ensure reps have the context they need to convert pipeline and drive higher win rates.
Key Benefits
Automatic Contact Capture & Enrichment
Automatic contact capture and enrichment gives you deep insights into the players in every deal—embedded directly in Dynamics 365 Sales.
Intuitive Account Insights
Detailed and intuitive insights allow your sales team to better understand everything that’s going on within an account.
Unified Data Across Your Tech Stack
Bring scattered data from across your tech stack directly inside your Microsoft tools in a single view.
RevOps Empowerment
Empower your RevOps team with the information to answer essential business questions, aiding in planning, hiring, forecasting decisions, and territory alignment
Pipeline Visibility & Coaching
Give your sales orgs complete visibility to the activities that create and advance pipeline, allowing managers to effectively coach their teams and drive more predictable revenue.
Stakeholder Engagement Tracking
Easily allow reps to see stakeholder engagement levels so they keep buyers involved at every stage of a deal. Plus, give them visibility when an engaged contact begins to disengage.
People.ai for Microsoft Copilot for Sales
With People.ai for Microsoft Sales Copilot, sellers will get AI-driven insights natively inside the places they already spend their time — Microsoft Outlook and Microsoft Teams. With opportunity insights right at their fingertips, go-to-market teams can make sure they’re spending their time with the right people and taking the right actions in accounts to drive more deals to closed-won.
Key Benefits
Embedded Account & Opportunity Insights
Bring insights around accounts, contacts, and opportunities directly into the seller workflow.
Enriched Contact Intelligence
Provide reps with enriched contact cards, including title, contact info, persona, seniority, and more.
Decision-Maker Alignment
Ensure your reps are engaging the right decision-makers and stakeholders throughout the deal.
Stakeholder & Connection Recommendations
Engage the right people at the right accounts with recommended missing Stakeholders and internal Connections that can help make introductions.
Engagement Tracking & Alerts
Let reps easily see stakeholder engagement levels so they keep buyers involved at every stage of a deal. Plus, get visibility when an engaged contact begins to disengage.
AI-Powered Deal Guidance
Enable reps with AI-powered summaries and suggestions for next steps, such as who from the buying group needs to be reached or risk that needs to be mitigated.
Real-Time Meeting Insights
Help sellers stay engaged in digital meetings by unlocking real-time visibility into attendees.
Standardized account planning is beneficial for AEs but also… sales engineering and leadership. It has tremendously improved collaboration across departments.
I can attest that People.ai data has become MORE valuable to our sales team in this climate. Activities are a leading indicator to pipe and we can’t get enough leading indicators right now.
Every customer-facing activity happening in our sales org is captured in Salesforce, the contact is created, and it gets associated with the right opportunity—with no extra effort from our sales team.
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