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

Maximize Revenue With Strategic Account Plans

Today, most account planning software is clunky, time-consuming, and just difficult to use. With People.ai, sales leaders can finally see a true picture of account health while helping their teams develop value-driven relationships that maximize revenue through strategic expansion.

Score Account Health at Scale

Capture customer or prospect health and engagement with customizable, out-of-the-box scorecards.

  • Quickly assess account health and where you need to lean in
  • Customize scorecards based on your methodology or GTM motion
  • Keep account history where it belongs with Salesforce native scorecards
Ebook

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

download the ebook

Know Your TAM

Visualize where products or solutions have been deployed, including competitors, and easily identify new opportunities.

  • Visualize the most effective route to revenue within existing accounts
  • Deploy multiple maps for different GTM teams on a single account

Know Who’s Who on Accounts

Remove buying committee blind spots with account maps that visualize engaged contacts across your accounts.

  • Automatically capture every engaged contact across accounts to populate maps
  • Visualize where contacts have significant power, their role, and the influence they carry
  • Ensure every member of the GTM team has the same visibility on the relationships across accounts

Watch Our Account Planning Demo

THE OUTCOMES WE CREATE

Our Customers Achieve Incredible Results

Quotation mark
People.ai provides a critical layer of intelligence for our team.
Mikita Mikado
 | Chief Executive Officer at Pandadoc

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