Recognized as the #1 Opportunity Management Application for Salesforce By Today's Most Innovative Companies
Opportunity Scorecards

Qualify opportunities more effectively. Support for any sales methodology - MEDDICC, BANT, and more.

Sales Playbooks

Reinforce sales best practices with support for any qualification methodology and improve how your teams qualify and execute deals.

Relationship Maps

Navigate complex buying groups by visualizing the alignment, roles, support status, and purchasing power of every stakeholder.

People.ai is a suite of functionality that enhances Salesforce with added intelligence and analysis to make sure deals actually have a path to closure. Long story short, it is well worth the return."
Andrew Gross, 7x Salesforce MVP
Opportunity Qualification Scorecards

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 MEDDICC, MEDDPICC, Force Management Command, BANT, and more.
Relationship Maps

Improve deal execution by engaging the right people, in the right accounts

Unlike 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 Salesforce 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
  • Work collaboratively to chart your course to close within prospect and customer accounts
  • Seamlessly execute account plans, account reviews, QBRs, and 1:1 coaching sessions
Opportunity 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
Great tool. Easy to use. Makes it easy to build customer maps in Salesforce. The tool is helpful in customer alignment. Working for a large enterprise software company, this tool is a must-have. I definitely recommend it."
Joerg Koenig | Senior Director Solution Management & Strategy, Communications Cloud, Salesforce
RELATED RESOURCES

Discover ways to boost pipeline creation and strengthen deal execution.

Checklist
Validate Engagement with Key Stakeholders in Every Opportunity
Explore the Use Case
Listicle
Top Five Ways to Fine-tune Your Pipeline Engine
Learn more
Solution Brief
Unleash Your Pipeline’s Full Potential With Engagement Dashboards
Learn more
EXPLORE OTHER PRODUCTS

Take the proven path to enterprise pipeline and revenue generation with People.ai.

Relationship Maps

Build maps natively In Salesforce with easy-to-use, drag-and-drop functionality. Build relationships with the people who have buying power.

see more
Account Intelligence

The #1 account planning application for Salesforce users. Uncover the revenue potential within your existing accounts.

see more
Data Foundation

People.ai’s Data Platform translates signals from activities and engaged contacts into pipeline and improved deal execution.

see more

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.