Build Pipelines and Drive Sales
Set the bar high for key deals and accelerate growth. Partner with sales executives from start to finish to ensure successful deals.
Track gaps and feature requests
Strategize what products or services to sell to potential customers based on their pain points. Log all customer requests or gaps in your existing product or service offering, and tie them back to specific accounts and opportunities.
Meeting categorization
Document all your meetings and categorize them in a few simple steps:
Open the side navigation bar on the left side of your page and click the + button to create a new sheet.
Search for "Event" in the dropdown and choose one of our pre-built templates.
Click on the filter icon on the top left of the sheet and add a filter for "assigned to" and select "is" and the user's name as assignee.
Note: In some cases, "assigned to" is not the correct way to reference a user in their meetings. Depending on how the data has been handled, this may be referred to as an "attendee" or a "participant." In these cases, you may not be able to search for a user's name and instead need to use the "includes" modifier along with an email address, depending on how an SFDC user is appended to an event.
In addition to the above steps, you may also add a filter for "category" or any other field and select "is empty" to see meetings that are missing specific fields.
Keep track of actions needed across deals
Create custom sheets to track what features have been committed to which customers and the status of the features.
Have any questions? Drop us a line at support@people.ai.