People.ai gives you the tools to better understand account health, maximize expansion, and create comprehensive account plans, all without leaving your CRM.
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
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
“[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
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.