Opportunity management

Implement and adopt a winning sales process

Strategize and execute a clear path to close for every deal, renewal, and upsell.

Opportunity management

Qualify deals with confidence using AI and a standardized sales process. Spot and fix at-risk deals while gaining deep buyer insights. Strategically navigate every step of the sales cycle.

Opportunity Qualification

Ensure your reps are qualifying every deal against the same standardized sales methodology. Let AI automatically complete your opportunity scorecard using key context from every customer interaction. Reps spend time on high-quality pipeline, driving better conversion rates and more revenue.

Risk Resolution

Move from reactive to proactive by identifying and mitigating risk in key deals before they turn into lost revenue. Standardized qualification methods make it easy to see which opportunities are missing key winning components, ensuring reps aren’t wasting time on deals that won’t close.

Buyer Insights

Tap in to key buyer insights based on historical deal data, including predicted buying power and inferred win rate, so you know which stakeholders have the capability to get the deal done. Build robust org charts that help you understand complex buying groups so you know exactly who you need to engage.

Consistent Sales Process

Drive alignment and consistency across your sales team by ensuring everyone is following the same process, built directly into your workflow. Configurable playbooks and auto-filled deal scorecards make it simple for your sellers to uniformly run their pipeline, driving better win rates and bigger deals.

There are many sales methodologies, and no one is necessarily better than another. What really matters is high adoption, enforceability, and CRM compliance. People.ai is fully integrated with our CRM and took just a few clicks to set up. This made it incredibly appealing and lets us guarantee high usage of our chosen process.

Spencer Hodson, Vice President of Global Sales Operations and Development Ping Identity
Spencer Hodson
Vice President of Global Sales Operations and Development
Ping Identity
Blog

Focus on strategy, not status updates

Skip endless deal reviews and reclaim your time—focus on closing business, not just talking about it.

Jamie Carney