TRUSTED BY THE WORLD’S MOST INNOVATIVE COMPANIES
ACCOUNT ENGAGEMENT CAPABILITIES

Fuel Pipeline Generation With Meaningful Account Engagement

Finding the right balance of account coverage takes a level of visibility most sales orgs struggle to gain. With People.ai, automatically capture and surface exactly what’s happening across accounts with clear indicators of where expansion or upsell opportunities lie.

Pinpoint Account Coverage Gaps

Never get caught off guard thanks to engagement analytics that make it dead simple to know where attention is needed.

  • Engagement dashboards put everything managers need in one single view
  • See account health scores in the context of past activities and time spent
  • Sort accounts by least engaged to identify where immediate actions are needed
Workbook

3 Steps to Unleashing a High-performing Pipeline Engine

Unleash Your Pipeline

Know the Activities Tied to Meaningful Engagement

Activity for activity’s sake won’t help renewal chances. People.ai makes it easy to spot where meaningful engagement is happening.

  • Embedded scores help separate healthy accounts from ones that need immediate attention
  • See activity breakdowns over time to know whether engagement has been steady or too spread out
  • Know which direction engagement has been trending week over week

Get A 360 View of Account Engagement

Understand the complete picture of account engagement and how to capitalize on additional revenue opportunities

  • Compare inbound vs outbound activities to understand where time is being spent
  • Know which people are the most engaged to help with allocating resources
  • See the related opportunities, their engagement scores, and any alerts
Checklist

Validate Engagement With Stakeholders In Every Deal

Check the Boxes to Win More Deals
THE OUTCOMES WE CREATE

Our Customers Achieve Incredible Results

Quotation mark
When we reassign accounts into different coverage models, People.ai data gives incoming reps a tremendous amount of insight for a handoff. People.ai adds contact insights and a level of intelligence to accounts that we didn't have in the past
Eric Chapman
 | Vice President Sales Operations and Enablement 
at Hexagon PPM
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Learn All the Ways People.ai Can Transform Your Sales Performance

Bring the full potential of your revenue engine to life with a single platform to bolster account engagement and change the outcome of in-quarter deals