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A Partnership for AI-Driven Real-Time Deal Insights

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A Partnership for AI-Driven Real-Time Deal Insights

The new integration will provide sales teams with AI-powered insights and real-time win-loss deal analytics.

Written By
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Sue Walsh
Sue Walsh
Jan 17, 2019

People.ai has integrated with Slack to provide sales teams with real-time insights and win-loss deal analytics. Teams can use the familiar Slack platform to automatically gather real-time insights on contacts, activity, win/loss, active opportunities, and more.

“Modern sales is a team sport and with increasing complexity of enterprise sales account executives have less margin for error. They need to learn from each other’s wins and losses more effectively, in real-time, and without information overload,” said Oleg Rogynskyy, CEO and Founder, People.ai.

“People.ai has the ability to capture and present all of the deal data, including engaged contacts, activities, and buying group composition, and then surface this data in Slack, the channel where reps spend most of their time — and in an insightful but still bite-size format that allows for effective team learning. When you capture, analyze and provide such insights to the sales team, everybody learns and deals are accelerated. It’s easier to identify missing personas in the buying group or best next steps if you’ve learned how your colleagues have handled similar situations. This lets sales professionals ramp faster and get more wins. That’s why Slack highlights People.ai as a way to help teams work better together.”

See also: Salesforce adds IoT insights to field service CRM

Automated Win-Loss Analysis in Real-Time

This integration will allow teams to gather insights without manually entering information into CRM. The solution also eliminates the need to search for data in multiple places. Users can find information to questions like:

  • How many people does that sales process involve? Are they the right people? Who are we missing?
  • What’s the activity pattern needed to close the deal? What’s the best next step?
  • Which activity targets, goals and SLA’s should I set for myself or my team based on previous sales cycles and account performance/engagement?
  • How do I replicate the success of my top reps, and help average reps improve?
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Sue Walsh

Sue Walsh is News Writer for RTInsights, and a freelance writer and social media manager living in New York City. Her specialties include tech, security and e-commerce. You can follow her on Twitter at @girlfridaygeek.

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