Strategize and execute a clear path to close for every deal, renewal, and upsell.
Gain a clear picture of each account with all of the relevant context and data. Autofill your account plan with public and non-public data in seconds - directly in your CRM. Ensure the entire account team is in sync on how to best serve your customers.
Keep your account plan from going stale—make them easily accessible and always up to date, fueling your strategy and personalizing your approach to each account. As you execute your unique plan, leverage generative AI summaries and an AI agent for real-time updates, suggested next steps, potential risks, and more—helping you best serve each account.
Gain a deep understanding of key stakeholders in your accounts. Know their predicted purchasing power and inferred win rate so you can build connections with the right people. AI automatically detects new contacts and prompts you to add them to your relationship map, so it's always up-to-date and never stale.
Understand your footprint within each account, and easily spot growth potential in both existing and target customers. Clearly visualize opportunities to replace competitors and drive upsells.
Clayton Dobbs
Leader of Global Revenue and GTM Strategy
.png)
“People.ai empowered our sellers to approach their deals in a more strategic and methodical manner, as well as provided the key insights they needed to close deals more efficiently.”
Results
Leverage relationships, align with customer needs, and prioritize high-potential opportunities to drive long-term growth.
Read how
Standardize deal qualification and turn insights into action.
Explore how you can turn sales rituals into a strategic advantage using People.ai.
Book your demo