Account Planning | People.ai (formerly ClosePlan)
Poor account execution is costing you deals. Easily drive alignment across your account teams with People.ai. Get everyone on your team doing their part and working toward a common goal - driving revenue. Here’s how it works; Think about all the valuable information sitting in your team's calls, meetings, emails, LinkedIn messages, and in other sales tools. We automatically capture it all. But here's the real magic - our patented technology doesn't just collect this data. It cleans it to filter out anything personal or confidential, organizes it by accurately matching the activity to the right account or opportunity in your CRM, and enriches it with crucial details about your contacts' roles and buying power. Then, we use all of that data to improve your key Account Execution use cases so you can create, close, and renew/upsell with ease.
Top keywords
- account4×2.82%
- account execution2×1.41%
- data2×1.41%
- execution2×1.41%
CalendarAnything - Resource Allocation, Project Management, Campaign Management
CalendarAnything lets you visualize any Salesforce object with a date or time field while enabling self-scheduling and appointment booking directly within Salesforce—no external tools required. Build calendars for resource allocation, project management, campaigns, media planning, production workflows, field service, and more. Integration with Outlook, Google, Slack, and Zoom consolidates all your scheduling in one central location. CalendarAnything is industry-agnostic, enabling users to create customizable Salesforce calendars using any standard, custom, or external object. Overlay events, opportunities, and production schedules alongside your Outlook or Google calendars to avoid scheduling conflicts, like client calls overlapping personal obligations. Availability Scheduling integrates self-scheduling capabilities to optimize workflows. Allow resources to set availability for bookings or let customers book assets directly through your website or digital experience. All captured data flows into Salesforce for streamlined management Easy & Flexible: At-a-glance insights, in-place updates, and color-coded prioritization. Fully customizable and extensible with custom development.
Top keywords
- salesforce4×2.70%
- calendars3×2.03%
- scheduling3×2.03%
- availability2×1.35%
- calendaranything2×1.35%
- custom2×1.35%
- customizable2×1.35%
- directly2×1.35%
- enabling2×1.35%
- external2×1.35%
- field2×1.35%
- google2×1.35%
