People.ai, the leading revenue operations and intelligence platform, has acquired ClosePlan, the top-ranked Sales Intelligence and Productivity app on Salesforce AppExchange. ClosePlan extends the value of People.ai’s Sales Solution by automating sales playbooks, deal scorecards, and relationship maps. Now, reps and managers can create and implement strategies that accelerate revenue growth and predictability.

About People.ai

People.ai accelerates enterprise growth through the power of AI. With the industry’s only Revenue Intelligence System, People.ai frees all customer-facing teams, including sales, marketing, and customer success managers, from manual data entry by automatically capturing all contacts and customer activity data, dynamically updating the CRM, and providing actionable intelligence across all management tools, allowing them to realize their full selling capacity.

About ClosePlan

ClosePlan is a revenue optimization application built natively in Salesforce. ClosePlan helps sales teams to execute their path to close with Relationship Maps, Deal Scorecards, and Sales Playbooks. ClosePlan has been recognized as a leader in its category, with a #1 G2 Crowd ranking for Customers Revenue Optimization and a perfect 5 star rating on Salesforce’s AppExchange.

Advantages of the acquisition

By combining the power of People.ai’s patented Revenue Operations and Intelligence (ROI) platform with ClosePlan’s suite of strategic account planning tools, the company will be able to deliver an even more compelling experience for Sales execs, managers, and reps.

With People.ai and ClosePlan solution the customers will be able to:

  • Identify the most winnable deals using sales methodologies such as MEDDIC. Use engagement data sourced by People.ai from calendar, email, and collaboration systems to get unprecedented visibility into deal quality and progression.
  • Improve revenue predictability by quantifying deal and pipeline health and sharing it with all levels of the organization.
  • Automatically generate “smart” relationship maps in Salesforce with auto-populating contact and activity data from People.ai.  
  • Accelerate sales cycles by identifying the champions, influencers, and budget owners who can expedite the process.
  • Improve the effectiveness of cross-functional account teams by defining relationship owners, coordinating and automatically capturing contact engagement, and capitalizing on existing peer connections.
  • Improve win rates with playbooks populated with activity data sourced by People.ai. 
  • Consistently and predictably close deals using proven sales motions tailored to various scenarios including enterprise, commercial, new acquisition, and renewals.  

“As a customer of both ClosePlan and People.ai,” said Kishen Mistry, Director, Sales Strategy & Technology at TIBCO, “we immediately recognized that no other company is delivering what People.ai offers. Marrying the two solutions will deliver a lift to sales productivity at a time when macro trends are creating incredible headwinds for sales.”