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.
Spencer Hodson
Vice President of Global Sales Operations and Development
Ping Identity
ClosePlan
Built for Sales Leaders who need their team executing on the right deals, with the right buyers, from day one.
Qualify every deal. Surface every gap.
Qualification gaps are easy to miss and expensive to ignore.
- Automatically qualify every deal against your methodology using complete deal history - every email, call, and meeting.
- See gaps the moment they appear: missing economic buyer, no legal involvement, declining engagement.
- Coach reps to your methodology before forecast calls.
Real opportunities. Real pipeline.
Move from account research to account revenue, in minutes.
Prepared reps win more deals.
- Generate complete account plans in seconds using public data (earnings reports, press releases, 10-Ks) and your complete private data (CRM history, emails, meetings).
- Spot expansion opportunities based on what you've sold, where gaps exist, and where competitors have landed.
- Keep pre-sale and post-sale teams working from the same account context - so every handoff starts with the full picture.
Reps sell. Accounts grow.
Engage the right buyers. Close more deals.
The right buyers close deals. The wrong ones stall them.
- Automatically build org charts from real engagement history.
- Surface predicted buying power, inferred win rate, and engagement levels for every stakeholder.
- Know which personas drive wins based on historical outcomes and engage the people who move deals forward.
Every deal has a buyer who can say yes. Find them faster.
Blog
Qualification used to take 20 minutes per deal. Now it takes one click.
See how sales leaders qualify every deal against their methodology - automatically - and what they do with the time they get back.
