better outcomes for Customer Success

What Customer Success Teams Can Expect With People.ai

Smoothen Handoffs Between Sales and CS

Get a 360 view of every account and retain key intelligence during the sales to CS handoff

De-Risk the Renewal Process

Uncover actionable intel to exceed targets and proactively flag risks in the renewal pipeline

Collaborate Seamlessly on Account Strategy

Plan upsells and cross-sells with powerful account planning and white space analysis capabilities

Nurture Value-Driven Relationships

Understand which influencers are engaging to identify your strongest champions

HOW WE DO IT

How People.ai Helps Customer Success Teams Transform Account Management

Empower your customer success team with best-in-class tools, a 360 view of their accounts, and a plan on how to drive them forward

Free Your Customer Success Team From Hours of Manual Work

  • Capture and surface vital account health data ensuring everyone has a clear understanding of existing relationships within accounts and historic engagement trends
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Plan Upsells & Cross-Sells With Powerful Account Planning and White Space Analysis Capabilities

  • Easily assess where the most effective route to revenue lies within existing accounts
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Keep Everything Centralized in Your CRM

  • Eliminate bouncing from one app to another—all capabilities are built directly into Salesforce or Oracle and are customizable based on your sales methodology or GTM motion
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THE OUTCOMES WE CREATE

Our Customers Unlock Incredible Results

Quotation mark
“[People.ai] feeds into our intent scoring model and shapes the way that Marketing and Sales engage. Whereas before we had an incomplete view of our buying unit, now we get a much more robust perspective on who to engage in an account.”
Saima Rashid | Vice President of Field Analytics 
and Insights, PTC
Solutions built for revenue

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Turn hours spent digging in Salesforce into minutes. PeopleGlass is the easiest way to update pipeline, next steps, and notes all from a single view so sales teams can focus on closing business, not managing screens.

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