Opportunity management

Implement and adopt a winning sales process

Gain complete visibility and eliminate surprises by ensuring every deal is qualified.

Opportunity Management

Opportunity Qualification

Ensure your reps are qualifying every deal against the same standardized sales methodology. Let AI automatically complete your opportunity scorecard using key context from every customer interaction. Reps spend time on high-quality pipeline, driving better conversion rates and more revenue.

Risk Resolution

Move from reactive to proactive by identifying and mitigating risk in key deals before they turn into lost revenue. Standardized qualification methods make it easy to see which opportunities are missing key winning components, ensuring reps aren’t wasting time on deals that won’t close.

Buyer Insights

Tap in to key buyer insights based on historical deal data, including predicted buying power and inferred win rate, so you know which stakeholders have the capability to get the deal done. Build robust org charts that help you understand complex buying groups so you know exactly who you need to engage.

Consistent Sales Process

Drive alignment and consistency across your sales team by ensuring everyone is following the same process, built directly into your workflow. Configurable playbooks and auto-filled deal scorecards make it simple for your sellers to uniformly run their pipeline, driving better win rates and bigger deals.

Spencer Hodson

Vice President of Global Sales Operations and Development

Clayton Dobbs Leader of Global Revenue and GTM Strategy

“There are many sales methodologies, and no one is necessarily better than another. What really matters is high adoption, enforceability, and CRM compliance. People.ai is fully integrated with our CRM and took just a few clicks to set up. This made it incredibly appealing and lets us guarantee high usage of our chosen process."

Results

50%
more People.ai usage was observed among high-performing sellers compared to their low-performing peers.
100%
of President’s Club AEs were high users of People.ai and consistently closed larger deals than their peers.

Focus on strategy, not status updates

Skip endless deal reviews and reclaim your time—focus on closing business, not just talking about it.

Read how
Executive Deal Reviews

Explore what’s possible

The old way of selling is a thing of the past. Ditch outdated methods and embrace a smarter, AI-driven future.

Solution

Forensics

Unify GTM data from seller activities and gain complete revenue visibility.

Solution

Account Execution 

Adopt a standardized approach to account planning, aligning teams for success.

Power successful sales teams

Explore how you can turn sales rituals into a strategic advantage using People.ai.

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Sales Leader Dashboard Revenue Pipeline
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