What Customer Success Teams Can Expect With People.ai
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
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
Keep Everything Centralized in Your CRM
- Eliminate bouncing from one app to another—all capabilities are built directly into Salesforce and are customizable based on your sales methodology or GTM motion
Our Customers Unlock Incredible Results
Less Clicks, More Closing
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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