Let AI do the heavy lifting when it comes to account strategy. Go from incomplete account plans and sales execution missteps to completely aligned account teams, detailed next steps with the right stakeholders, and a clear vision for success.
Account Strategy
Gain a clear picture of each account with all of the relevant context and data. Autofill your account plan with public and non-public data in seconds - directly in your CRM. Ensure the entire account team is in sync on how to best serve your customers.
Account Management
Keep your account plan from going stale—make them easily accessible and always up to date, fueling your strategy and personalizing your approach to each account. As you execute your unique plan, leverage generative AI summaries and an AI agent for real-time updates, suggested next steps, potential risks, and more—helping you best serve each account.
Relationship Mapping
Gain a deep understanding of key stakeholders in your accounts. Know their predicted purchasing power and inferred win rate so you can build connections with the right people. AI automatically detects new contacts and prompts you to add them to your relationship map, so it's always up-to-date and never stale.
Whitespace Analysis
Understand your footprint within each account, and easily spot growth potential in both existing and target customers. Clearly visualize opportunities to replace competitors and drive upsells.
Every customer-facing activity happening in our sales org is captured in Salesforce, the contact is created, and it gets associated with the right opportunity—with no extra effort from our sales team.
Build dynamic account plans in an instant
Leverage relationships, align with customer needs, and prioritize high-potential opportunities to drive long-term growth.
Explore what’s possible
See how People.ai gives every team—from sales to RevOps to customer success—the answers they need to win.
