The PeopleGlass+ solution from People.ai is a streamlined CRM interface that provides small teams with data management and customization tools to update their customer data for complete visibility into enterprise activities.
Back-Of-The-Box Details
PeopleGlass+ integrates with web browsers, such as Google Chrome, to pull customer data from multiple CRM systems in real-time for more efficient data management. The browser extension organizes customer data from the CRMs into a spreadsheet-like window, providing users with a singular view of their customer profiles and deals to enhance the accuracy of their enterprise sales activities.
Additional capabilities include:
- Customization tools that allow small teams to personalize their database view with unlimited custom spreadsheets, forms and metrics for a more comprehensive CRM data stream;
- Pre-built onboarding templates team administrators can use to scale their teams for enterprise engagement, assigning accounts to individual reps based on customer roles and geographies; and
- Audit logging capabilities that track changes made to the spreadsheet to help teams fill in missing customer data and minimize data inaccuracy within their CRMs.
Who It’s For
The solution is designed for sales reps and revenue operations teams looking to enhance the data management capabilities within their CRMs, allowing them to eliminate inaccurate customer data and gain a more complete view of their enterprise interactions.
What Makes It Special
The customization tools and onboarding templates allow users to build a self-service CRM management system that tracks and organizes the changes to customer data, allowing them to tailor the information to support their sales operations with greater efficiency.
