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ClosePlan

ClosePlan®

Introduce end-to-end excellence allowing you to derisk deals and expand with ease

(where you already work)

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Relationship Maps

Map key relationships and create pipeline without leaving your CRM

Unlike traditional org charts that quickly go stale, relationship maps help you stay fully up-to-date on your buyer groups – with little to no maintenance required

  • Easily drag and drop contacts onto your map to visualize your prospects’ and customers’ internal structure
  • Indicate the role each stakeholder plays in the buying journey to track individual purchasing power
  • Navigate buying groups like a pro by noting healthy (or unhealthy) relationships among key influencers
  • Seamlessly execute account plans, account reviews, QBRs, and 1:1 coaching sessions

Stakeholder Insights

Get a faster path to close by pinpointing and engaging the right buyers at the right time

Tighten deal execution with rich insights into your key stakeholders and plot next steps across the entire buyer group

  • Assess the health of your buyer relationships by visualizing current and historical engagement levels
  • Keep deals on track by viewing past and upcoming activity – meetings, emails, calls, and more
  • Visualize your colleagues’ historical engagement levels and pinpoint next steps for including your supporting sales ecosystem
  • Analyze each stakeholder’s historical involvement in an opportunity to plot the next steps to close

Account Planning

Take the proven path to growing revenue with strategic account plans

Capture the health of your prospects and customers with account scorecards that are custom-fitted to your sales requirements, ensuring your reps:

  • Refocus efforts on high-value accounts with high growth potential
  • Surface and reengage dormant or at-risk accounts that may be ready to churn
  • Improve internal collaboration across teams to drive expansions and boost renewal rates
  • Autofill your account scorecards using both public and non-public data in seconds. Preview the AI-suggested answer, add additional context, and finalize—all in your existing flow of work.

Whitespace Maps

Visualize the most effective route to expanded revenue

Whitespace maps make it easier for go-to-market teams to spot growth potential in existing and target accounts.

  • Quantify the TAM across customers and market segments
  • Pinpoint new, cross-sell, and upsell opportunities within accounts that are prime candidates for your offerings
  • Understand competitive footprints to assess strengths and competitive threats
  • Remove friction and improve data accuracy by automating current spend, products, seats, and business units deployed

Opportunity Management

Qualify deals more effectively by reinforcing a common framework and language across your entire team

Visualize your qualification methodology with People.ai’s native Salesforce app and win more deals that matter

  • Leverage out-of-the-box qualification scorecard templates to get up and running faster
  • Surface champions and economic buyers using AI-based recommendations so reps can spend more time selling to the right stakeholders
  • Align with your preferred way of selling in Salesforce with support for any sales methodology including MEDDIC, Force Management Command, BANT, and more
  • Auto-complete sections of your Deal Scorecard based on deal history and activities, including calls, emails, chats, meetings, and call transcripts.
  • Use AI to understand the completeness and quality of scorecard answers against your chosen sales methodology, and get coaching to improve responses and drive more effective opportunity management habits.
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Playbooks

Improve pipeline and revenue health by operationalizing your sales qualification process in Salesforce

Introduce a repeatable, consistent way to qualify and progress deals within Salesforce by using out-of-the-box or configurable playbooks

  • Create and automatically launch playbooks for any type of deal or line of business – enterprise sales, renewals, cross-sells/upsells, professional services, and more
  • Reinforce sales stage exit criteria to ensure necessary steps to properly qualify and advance a deal are not missed
  • Automate Salesforce sales stage progression, ensuring your forecast is up to date and more accurate
  • Link best-in-class job aides and other reference material without having to exit your CRM

Engagement Dashboards

Spend less time digging, more time derisking with out-of-the-box, interactive data tables

Create a single source of truth by automatically capturing every activity, contact engaged, and time spent across accounts and opportunities

  • Immediately understand deal health and easily identify dormant and soft pipeline with real indicators of trouble, such as neglected key accounts and stalled opportunities
  • Easily understand the context of each engagement and identify missing personas to save in-quarter deals (quickly and easily)
  • Access all of these insights, including third-party data and scorecard scores, within your CRM to enhance productivity while minimizing tool fatigue in your day-to-day operations
  • Analyze go-to-market activities and pipeline creation over periods of time to understand how your performance stacks up to months, quarters, or years past‍
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People.ai is the only true revenue intelligence solution built for enterprises and available within your current tech stack

SalesAI

Fully integrated generative AI sales solution that automates manual tasks, inspects account and deal health, and enables prescriptive coaching recommendations.

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Data Foundation

Take the proven path to pipeline creation and boost revenue by capturing and leveraging high-quality data on every GTM activity

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Revenue Solutions

ClosePlan®

Improve rep efficiency by executing your end-to-end sales process (without leaving your CRM)

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PeopleGlass

PeopleGlass Free!

Spend less time drowning in Salesforce updates and stay more focused on the activities that actually deliver revenue with PeopleGlass

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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.