Operationalize Best Practices Right Inside Salesforce
Keep activities, contacts, and your sales methodology in a single place, making it easier for reps, managers, and rev ops teams to access, analyze, and act.
Create a Common Qualification Language
Focus on the opportunities worth pursuing, gain real visibility into deal health, and improve the accuracy of your forecast
- Build scorecards based on any sales methodology—MEDDPIC, BANT, Value Selling, or your own
- Identify opportunity blindspots early on and drive meaningful next steps
- Surface opportunity scorecards directly in Salesforce reports
How to Operationalize MEDDIC
Operationalize Best Practice Sales Processes
Standardize and scale best practice sales processes with Salesforce native playbooks.
- Create functional playbooks for teams including enterprise, renewals, services, and more
- Automate sales stage progression by prompting reps to update as changes are made
- Complete checklists and qualification exit criteria required to advance stages
A Single Source of Truth
Quit digging in spreadsheets and bring your sales methodology and process to a single platform.
- Add scorecards and playbooks to Opportunity records on both Salesforce Classic and Lightning
- Keep everyone across the GTM team aligned on how deals are progressing
- Bring together data points around health scores or engaged contacts to paint the full picture
Our Customers Achieve Incredible Results
Learn More About People.ai’s Product Suite
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