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
3 Hurdles to Jump for Effective Account Planning
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
3 Steps to Prime Your Pipeline for Growth
Watch Our Account Planning Demo
Our Customers Achieve Incredible Results
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