TRUSTED BY THE WORLD’S MOST INNOVATIVE COMPANIES
SALES METHODOLOGY CAPABILITIES

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
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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
THE OUTCOMES WE CREATE

Our Customers Achieve Incredible Results

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We’re excited about the AI-powered insights People.ai delivers that will help us create our optimal sales playbook and increase our team’s win rate.
Venkat Nagaswamy | Global VP of Marketing at 8x8
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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