Engagement Dashboards
Gain 360-degree visibility into customer engagement and pipeline health to pinpoint at-risk accounts.
Executive Summary
Engagement Dashboards by People.ai provide sales and operations teams with critical insights into customer engagement and pipeline execution. These user-friendly dashboards and data tables offer 360-degree views of accounts and opportunities, making complex data clear and actionable. The solution enables teams to pinpoint at-risk accounts and opportunities in real-time through personalized tables and custom metrics. It integrates with People.ai's broader AI platform, including SalesAI and Account GPT, to offer complete visibility into account health and up-to-date engagement metrics, enhancing decision-making and revenue growth. By leveraging advanced analytics and AI, Engagement Dashboards help automate the collection of sales, marketing, and customer success activity data, transforming it into actionable intelligence for more effective sales processes and team development.
Use Cases
- Pinpoint at-risk accounts and opportunities in real-time
- Gain 360-degree views of customer engagement and account health
- Visualize and compare multiple sales metrics with multi-measure charts
- Monitor pipeline execution and identify areas for improvement
- Create personalized dashboards with custom engagement metrics
Features
Visibility
- 360-Degree Engagement Views: Provides comprehensive views of customer engagement, account health, and pipeline execution through user-friendly dashboards and data tables.
- Customizable Dashboards & Tables: Allows sales and operations teams to create personalized tables and dashboards with custom metrics to pinpoint at-risk accounts and opportunities.
- Multi-Measure Charts & KPIs: Enhances Engagement Dashboards by enabling visualization and comparison of multiple metrics within a single chart or KPI tile for deeper insights.
Intelligence
- AI-Powered Risk Identification: Automatically identifies at-risk accounts and opportunities in real-time using AI and engagement metrics.
- SalesAI Assistant Integration: Leverages powerful AI models and knowledge base from SalesAI Assistant to provide consistent, intelligent support within Engagement Dashboards.
- Automated Activity Capture: Automates the collection of sales, marketing, and customer success activities from integrated systems to fuel AI analysis.
Technical Specifications
- Architecture
- Cloud-native platform leveraging AI/ML for revenue intelligence, with robust integration capabilities for CRM and communication systems, supporting agentic collaboration (MCP, A2A).
- Deployment
- SaaS
- API Available
- Yes
- MCP Server
- Yes
AI/ML Stack
- GPT (Large Language Models)
- Proprietary AI/ML Models
Integrations
- Salesforce
- Microsoft 365
- Slack
Security & Compliance
Certifications: SOC 2 Type 2, ISO 27001, ISO 27701, ISO 27017, CSA Star
Pricing
- Starting Price
- Contact sales
- Target Customer
- Enterprise
- Free Trial
- No
Ratings & Reviews
G2: 4.5/5/5
About People.ai
People.ai provides an AI-driven revenue operations and intelligence platform that automatically captures and analyzes seller activity from CRM, email, calendar, and meetings to improve sales performance and forecasting. Their SaaS product centralizes activity data to surface insights for sales, marketing, and customer success teams.