People.ai Integrates with Microsoft Dynamics 365 Sales for Enhanced AI-Driven Insights

People.ai has announced a new integration with Microsoft Dynamics 365 Sales, enabling sales teams to access AI-driven, data-backed insights directly within their Dynamics 365 Sales CRM. This will provide a comprehensive view of every account and opportunity.

"People.ai adds immediate value and next-level capabilities for Microsoft 365 Dynamics Sales users. Generative AI gives every member of a sales team the information they need to pull the right levers on every account. We're instantly giving them the complete story of everything going on across their go-to-market organization. It's a competitive advantage that puts those who have it miles ahead of their competitors who don't," said Oleg Rogynskyy, Founder and CEO at People.ai.

Go-to-market organizations have faced challenges in accessing and interpreting unstructured data scattered across various tools. People.ai addresses this issue by automatically capturing sales-related activity data and using proprietary matching technology to accurately record it in the relevant accounts and opportunities within a customer's CRM. This results in a precise record of all activities across the sales organization. The People.ai platform then analyzes this complete dataset to deliver highly valuable, easily digestible insights about contacts, accounts, and opportunities.

This move further enhances the partnership between the two companies following the merger of People.ai's AI-driven insights with Microsoft Sales Copilot.

How does this integration benefit the users? 

With this integration, Dynamics 365 Sales users can effectively leverage People.ai to extract deeper insights from their CRM and other GTM tools.

Data unification across the sales ecosystem: Dynamics 365 customers can now use People.ai to consolidate fragmented data from various customer engagement tools, integrating it seamlessly into Dynamics 365 Sales.

Enhanced CRM with extensive data insights: Dynamics 365 Sales users gain access to People.ai's proprietary AI insights, developed from nearly a decade of organizing billions of B2B sales activity data points. This creates an AI platform specifically designed for sales teams, offering a profound understanding of both sellers and buyers and integrating smoothly with Microsoft Dynamics 365.

Visibility in multi-CRM environments: People.ai immediately starts unifying data sources and generating insights, providing Dynamics 365 Sales users with immediate benefits during CRM migrations and ensuring no loss of visibility across different CRM systems.

Improved CRM data quality: People.ai's patented technology ensures all sales touchpoints are correctly associated with the right account and opportunity in a customer's Microsoft Dynamics 365 Sales CRM. This enhances the accuracy of sales records and offers more valuable AI-generated insights.

AI-powered next steps: Utilizing People.ai's proprietary AI insights, Dynamics 365 Sales users can unlock actionable insights to drive deal execution, such as boosting engagement with key contacts, connecting with additional high-value stakeholders, or mitigating potential risks.

"We are thrilled to expand our relationship with People.ai into Microsoft Dynamics 365 Sales. Together we are providing customers with an easy way to unify sales activity data, surface meaningful insights, and ultimately improve seller efficiency inside Microsoft Dynamics 365 Sales and Copilot for Sales, bringing the insights right where teams are already working. This new integration will help decrease time to value with AI tools that are easy to use and backed by comprehensive data," said Lori Lamkin, CVP of D365 Sales & Marketing.

Elsewhere, People.ai has introduced SalesAI, a comprehensive generative AI sales solution transforming how business leaders approach revenue generation, team organization, coaching, and market strategies.