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
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3 Hurdles to Jump for Effective Account Planning

Clear the Hurdles

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
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3 Steps to Prime Your Pipeline for Growth

Plan Your Pipeline

Watch Our Account Planning Demo

THE OUTCOMES WE CREATE

Our Customers Achieve Incredible Results

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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