Is Your CRM Missing Key Conversations? People.ai’s Bot for Slack is Filling That Gap.

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Every day, more and more conversations are happening in Slack—and likely, a startling percentage of those conversations aren't making it to your CRM. Data is the lifeblood of your GTM function, and without capturing those key interactions, you could be missing a big piece of the story.

We’re well past the days of relying on reps to spend their time manually updating the CRM. It’s now up to Sales and Revenue Operations leaders to leverage automation tools to make sure all their GTM activity data is automatically captured. At People.ai, we aim to help you do just that, while meeting you in the tools where you already live and breathe, like Slack. 

People.ai's new bot for Slack is breathing new life into how we capture and utilize sales data. We work where you work, allowing you to give your sales team the complete picture of every contact, account, and opportunity by capturing every GTM activity across every channel—including Slack. 

The People.ai bot for Slack is even better when paired with People.ai’s newest product, SalesAI. SalesAI is a fully integrated generative AI sales solution that completely changes the way company leaders approach revenue, team structure and coaching, and go-to-market execution. SalesAI automates manual workflows and day-to-day tasks, prepares your sellers for customer meetings, uncovers hidden truths about deals, and enables prescriptive coaching recommendations. 

Now, all of your customer interactions are securely captured, automatically matched to the corresponding record in the CRM, and analyzed to provide AI-powered insights and account, deal, and meeting summaries directly inside the app where your teams spend most of their time.

What value will the People.ai bot for Slack bring? 

Available 2/15/2024:

  • Remove manual data entry from reps’ to-do list - automatically captures Slack activities and matches it to the correct account and opportunity in the CRM.
  • Unify conversations with prospects across Slack, email, LinkedIn, and meetings, and get insights around at-risk deals, suggested next steps, and detailed account summaries.
  • Ensure every engaged prospect is captured and enriched in the CRM. Every new contact your team engages within Slack is captured and created as a new contact in the CRM, automatically associated with the right account and opportunity and enriched with seniority level, buying power, and engagement score.
  • Eliminate the manual burden of navigating to and updating Salesforce by updating CRM fields directly in Slack.

Coming soon (Expected mid-2024): 

  • Get real-time answers to all of your pipeline-related questions directly in Slack with SalesAI and the People.ai bot. For example, “Hey People.ai, what is the latest on this deal?”, and get a breakdown of the latest developments in the opportunity, potential risks, and the path to closing.
Note: The above capabilities (meeting, deal, and account summaries) are expected to be available in mid-2024.

What are the technical requirements of the People.ai bot for Slack?

People.ai’s Data Foundation package is required for: 

  • CRM Update Functionalities 
  • Slack Activity Processing Functionalities

People.ai’s SalesAI is required for: 

  • Meeting Summaries
  • Account Summaries 
  • Opportunity Summaries 

How do I turn it on? 

For all new functionalities, customers can install the latest version of the Slack marketplace application here.

Learn more about the People.ai bot for Slack here. 

Is Your CRM Missing Key Conversations? People.ai’s Bot for Slack is Filling That Gap.

February 14, 2024

Every day, more and more conversations are happening in Slack—and likely, a startling percentage of those conversations aren't making it to your CRM. Data is the lifeblood of your GTM function, and without capturing those key interactions, you could be missing a big piece of the story.

We’re well past the days of relying on reps to spend their time manually updating the CRM. It’s now up to Sales and Revenue Operations leaders to leverage automation tools to make sure all their GTM activity data is automatically captured. At People.ai, we aim to help you do just that, while meeting you in the tools where you already live and breathe, like Slack. 

People.ai's new bot for Slack is breathing new life into how we capture and utilize sales data. We work where you work, allowing you to give your sales team the complete picture of every contact, account, and opportunity by capturing every GTM activity across every channel—including Slack. 

The People.ai bot for Slack is even better when paired with People.ai’s newest product, SalesAI. SalesAI is a fully integrated generative AI sales solution that completely changes the way company leaders approach revenue, team structure and coaching, and go-to-market execution. SalesAI automates manual workflows and day-to-day tasks, prepares your sellers for customer meetings, uncovers hidden truths about deals, and enables prescriptive coaching recommendations. 

Now, all of your customer interactions are securely captured, automatically matched to the corresponding record in the CRM, and analyzed to provide AI-powered insights and account, deal, and meeting summaries directly inside the app where your teams spend most of their time.

What value will the People.ai bot for Slack bring? 

Available 2/15/2024:

  • Remove manual data entry from reps’ to-do list - automatically captures Slack activities and matches it to the correct account and opportunity in the CRM.
  • Unify conversations with prospects across Slack, email, LinkedIn, and meetings, and get insights around at-risk deals, suggested next steps, and detailed account summaries.
  • Ensure every engaged prospect is captured and enriched in the CRM. Every new contact your team engages within Slack is captured and created as a new contact in the CRM, automatically associated with the right account and opportunity and enriched with seniority level, buying power, and engagement score.
  • Eliminate the manual burden of navigating to and updating Salesforce by updating CRM fields directly in Slack.

Coming soon (Expected mid-2024): 

  • Get real-time answers to all of your pipeline-related questions directly in Slack with SalesAI and the People.ai bot. For example, “Hey People.ai, what is the latest on this deal?”, and get a breakdown of the latest developments in the opportunity, potential risks, and the path to closing.
Note: The above capabilities (meeting, deal, and account summaries) are expected to be available in mid-2024.

What are the technical requirements of the People.ai bot for Slack?

People.ai’s Data Foundation package is required for: 

  • CRM Update Functionalities 
  • Slack Activity Processing Functionalities

People.ai’s SalesAI is required for: 

  • Meeting Summaries
  • Account Summaries 
  • Opportunity Summaries 

How do I turn it on? 

For all new functionalities, customers can install the latest version of the Slack marketplace application here.

Learn more about the People.ai bot for Slack here. 

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