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People.ai University
Up-level your competence in People.ai's AI Data platform.
38 articles
Relationship Maps
Visualize Buying Groups and enable true Team Selling with Relationship Maps
Getting Started with Relationship MapsLearn how to create relationship maps for opportunities and accounts, allowing your teams to visualize and share key relationships.
Building your Customer Hierarchy & Adding Contact DetailsCreate and update Relationship Maps to visualize key relationships and insights for improved account health and opportunity management.
Smart Stakeholder Cards with Data FoundationLeverage Smart Stakeholder Cards to gain insights into contact engagement, connections, opportunities and more.
Relationship Details and Map SharingLearn how to visualize and assess relationship dynamics within a Deal or Account using relationship lines on a map.
Importing an Existing Relationship MapDiscover how to import an existing relationship map to either an Account or Opportunity record.
Leveraging ZoomInfo from inside Relationship MapsPeople.ai's ZoomInfo integration allows users to easily identify and add contacts to their Relationship Maps.
Relationship Maps for Admins: Creating & Editing a Relationship Maps TemplateLearn how to set and track requirements for key roles in opportunity relationship maps.
Closeplan Strategy
Scorecards & Playbooks
Opportunity Scorecard OverviewLearn how to use opportunity scorecards in to track the progress of deals, identify risks and next steps, and ultimately increase win rates.
Playbooks Strategy & Mutual Action PlansLearn how to use a Playbook checklist to create and share a mutual action plan with your customer, improving your chances of closing deals.
Visualizing the Impact of DelaysLearn how to use Gantt charts in People.ai to visualize the impact of delays on the sales process and keep deals moving forward.
Coaching with Closeplan
Coach your Team more effectively with Closeplan Scorecards, Playbooks and Relationship Maps
Coaching with Opportunity ScorecardsDiscover how to use Opportunity Scorecards to standardize your qualification process. Learn how to up-level your team's Deal Qualification.
Coaching with PlaybooksLearn how Sales Leaders can use Playbooks to gain insight into their Reps' activities and coach them to close deals faster.
Coaching with Relationship MapsLearn how Leaders use People.ai's relationship maps to coach their reps on opportunity management and deal strategy.
Closeplan: Opportunity Scorecard Best Practices for Admins
Build your Opportunity Scorecards to deliver maximum value and efficiency.
Opportunity Scorecard - Best PracticesLearn best practices for building People.ai ClosePlan scorecards to increase user adoption, improve reporting and enhance response quality.
Adding Manager Validation Questions to your Scorecard TemplateUnderstand how to use manager validation questions in opportunity scorecards to ensure completion and quality inputs.
Using Picklist-type questions in your Scorecard TemplateImprove the quality of responses and reporting by using picklist-type questions instead of open-ended questions in your template.
Using the Field Link Question TypeReference key opportunity fields on your scorecard to eliminate duplicate work and incentivize reps to complete key fields
Auto-deploy Closeplan TemplatesUse Salesforce Flows to automatically create ClosePlan records and save users time while ensuring that scorecards are prioritized.
Account Planning with Closeplan
People.ai's account planning solution keeps your teams aligned, helps you target new revenue, and easily update your account plans directly inside of Salesforce.
Account Planning Overview & Use CasesLearn how to use People.ai's Account Planning to align your team, target new revenue, and easily update your Plans directly in CRM.
Executing your Account StrategyLearn how to use Salesforce tasks to track progress on your account strategy and stay aligned with your team.
Creating a New Account PlanLearn how to start an Account Plans in Salesforce to align with your customer's evolving objectives.
Whitespace Maps OverviewWhitespace maps visualize your current and potential market share within an Account, enabling you to identify new business opportunities.
Account Plan ExportLearn how to export and customize an Account Plan to easily share with others.
Managing Business Units in Whitespace MapsLearn how to customize your whitespace map to match the structure of the business you are selling into.
Whitespace Map
Configure & manage Relationship Maps, Scorecards, Playbooks for streamlined sales execution.
Overview: Creating & Editing Account Plan TemplatesLearn how to create and manage account plan templates, including editing, filtering, and activating.
Account Scorecards: Creating and Editing Account Plan TemplatesLearn how to create an account scorecard template, including defining categories, adding questions, and configuring scoring tiers.
Playbooks: Creating and Editing a Playbook TemplateDiscover how to edit, add, and configure the events within a playbook template.
Whitespace Maps: Creating and Editing a Whitespace TemplateLearn how to configure whitespace maps, which track product lines, business units, statuses, and metrics in your organization.
Whitespace Map Bulk UploadLearn how Amins can import whitespace maps via CSV into Salesforce, auto-populating account plans and reducing manual work for sellers.
Importing Scorecard TemplatesLearn how to import a ClosePlan template into Salesforce.
Managing Existing Templates & Creating New VersionsUnderstand how to manage templates, including editing, deleting, creating new versions, and archiving old versions.
Copying Closeplan Templates between Salesforce InstancesLearn how to export and import closed plan templates between Salesforce instances.
Updating Existing Opportunities to a New Template VersionLearn how to upgrade opportunity templates by selecting source and target templates, confirming changes, and starting the upgrade.
Setting Filters for TemplatesLearn how to use filter criteria to automatically deploy templates based on specific opportunity details, such as opportunity type & amount.
Playbooks: Setting DependenciesLearn how to set dependencies between events in playbook templates using either the dependencies tab or the Gantt chart view.
Account Plan Export: Configuring PresetsCreate account plan export presets, allowing you to define what information is included or excluded when account plans are exported.
Initiatives: Adding Custom FieldsUnderstand how Admins can add custom fields to track Account Plan Initiatives, which can later be converted into Opportunities.
Assigning LicensesLearn how to manage Closeplan user access, including assigning licenses to individuals and groups and editing group permissions.