People.ai Reviews

“simple monitoring!

Pros

This tool helps us with monitoring what's happening in Salesforce in a very simple manner.

Cons

I'm still figuring out how to apply it to my specific position. I haven't yet understood how to use the insights for my day-to-day work.

“Best for tracking team output

Pros

It's the best tool I've discovered for tracking sales team output, important metrics and goals. The layout is clear and easy to grasp. You can dig into the deals each person is handling and the relationships they're building. It provides suggestions on next steps and is one of our most valuable resources for hitting our targets. We can tell if we need to make more calls in a day or if we're skipping certain appointments. It also gives our team personal feedback on what's effective and what isn't.

Cons

Call information can take 24-48 hours to show the accurate number of calls so it would be better if the report were live. Overall I think the platform is almost perfect especially with most of our company now working remotely.

“top-notch salesforce app

Pros

Its a top-notch Salesforce application. Installation is quick and simple. It's also very easy to use with minimal instruction. Extremely useful for complex sales cycles. The organization chart creator and the deal rating feature are fantastic. I'd suggest it.

Cons

Not much to criticize. The application is reliable and delivers on its promises.

“Excellent for relationship maps

Pros

Excellent tool & simple to use! Makes building relationship maps in Salesforce super easy. Also the tool is great for understanding customer structure. If you're working for a big software corporation this tool is essential. I would certainly recommend it.

Cons

Not much to add here. Really nothing. Very helpful. I like the relationship map feature the most.

“Easy to use with good integration

Pros

I think it is simple to operate and there is an excellent link with Salesforce.

Cons

Nothing at all, it's been a very positive experience overall.

“Helps track time

Pros

The software makes it simple to see where I'm dedicating most of my hours which is helpful since I can lose track of time.

Cons

My team doesn't use it as much as they could. I'm not certain why but I'd like to see it become a regular part of our routine.