ACCOUNT MANAGEMENT CAPABILITTIES

Know the Who, What, and How of Smart Account Management

Uncover which accounts are ripe for expansion and what actions teams need to take to generate pipeline

Know the Movers and Shakers Across Accounts

Map all the key players across your accounts and identify the fastest path to revenue.

  • Automatically populate contacts and remove buyer blind spots
  • Draw lines of influence between contacts across teams and departments
  • Identify the core members of the buying group to help fuel targeting efforts
EXPLORE ORG CHARTS
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Ebook

The Sales Manager’s Playbook for Data-Driven Account and Opportunity Management

Build and Execute Strategic Account Plans

Develop value-driven relationships that maximize revenue through strategic expansion

  • Capture account health with customizable, out-of-the-box scorecards
  • See where products have been deployed and which business units are targets for your offerings
  • Build account plans natively in Salesforce and keep engagement data where your teams work today
EXPLORE account plans
Whitespace Maps
account 360

Visualize Engagement Across Key Accounts

See a historical breakdown of activities, the people involved, and where they’re most engaged

  • Quickly access account health with engagement scores
  • See activity trends over time including meetings, outbound vs inbound emails, and calls
  • Get the context you need to know what next steps should be taken
  • Know who the most engaged people are (both internally and externally) on accounts
explore Account Engagement
Account 360
Activity Trends

The numbers speak for themselves

49%
Increase in activities across customers
140M
Contacts automatically created and maintained
CUSTOMER STORIES

How Pluralsight Unlocked Rep Productivity

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“With People.ai, you can actually see where people are spending their time, are they single-threaded or not, and what the quality of their interactions is. It’s one thing to diagnose, it’s another thing to cure.”
Mitch Beck
 | Head of Digital Sales, Pluralsight
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Opportunity Management

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Learn All of the Ways People.ai Can Drive Revenue Growth for Your Business