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People.ai University!
Browse and discover on-demand resources that help you master People.ai solutions, grow pipeline, and win more revenue.

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Explore Courses By Role
Explore Courses By Role
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Rev Ops Leaders & Admins
Rev Ops Leaders & Admins
Configure your People.ai products and prime your organization for predictable pipeline growth
Sales & CS Leaders
Sales & CS Leaders
Coach your reps, de-risk your forecast, and lead your team to build and convert pipeline
Sales Reps & CSMs
Sales Reps & CSMs
Unlock revenue at key accounts, create and convert pipeline, and win more deals
Find Courses By Product
Find Courses By Product
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Data Foundation & Engagement Intelligence
Data Foundation & Engagement Intelligence
Engagement Dashboards, Deal Room, Insights, Analytics, Account 360, Opportunity 360 and more
Opportunity Intelligence
Opportunity Intelligence
Opportunity Relationship Maps, Scorecards, and Playbooks
Account Intelligence
Account Intelligence
Account Scorecards, Whitespace Maps, and Relationship Maps
PeopleGlass
PeopleGlass
Save time instantly and boost your Salesforce hygiene with this handy tool
17 min
Sales Leader Sales Rep Rev Ops/Admins PeopleGlass Self-paced Course
Admin 101 - Managing Users & Teams
Admin 101 - Managing Users & Teams
Learn more about the Users & Teams page of the Settings module
12 min
Rev Ops/Admins Self-paced Course
Engagement Intelligence Overview
Engagement Intelligence Overview
Browse the most popular use cases for Engagement Dashboards Tables and Boards, Account 360, and Opportunity 360
26 min
Opportunity Intelligence Overview
Opportunity Intelligence Overview
See the most common use cases and workflows for Opportunity Scorecards, Opportunity Playbooks, and Relationship Maps
10 min
Relationship Maps Overview (a.k.a. Org Charts)
Relationship Maps Overview (a.k.a. Org Charts)
Discover key features and use cases for Relationship Maps
5 min
Account Intelligence Overview
Account Intelligence Overview
Discover key use cases for Account Planning, Whitespace Maps, and Relationship Maps
14 min
People.ai & ZoomInfo Integration
People.ai & ZoomInfo Integration
Visualize Buying Groups and Close Deals Faster with People.ai + ZoomInfo
2 min
Sales Leader Sales Rep Rev Ops/Admins Account Intelligence Self-paced Opportunity Intelligence
Rev Ops: Territory Design
Rev Ops: Territory Design
Reps don't own Accounts, they rent them. Enable your Rev Ops team to implement a smart territory strategy w/ People.ai data and tools.
15 min
Rev Ops/Admins Account Intelligence Self-paced ClosePlan Data Foundation & Engagement Intelligence Course
Leading Airtight Deal Reviews
Leading Airtight Deal Reviews
Learn to run data-driven Deal Reviews that produce actionable next steps and more closed won revenue
9 min
Sales Leader Rev Ops/Admins Self-paced ClosePlan Opportunity Intelligence Data Foundation & Engagement Intelligence Course
Finance: Calculating True Customer Acquisition Cost (CAC)
Finance: Calculating True Customer Acquisition Cost (CAC)
Do you know how much it costs to acquire and maintain your customers on an account-by-account-basis? Now you can.
5 min
Sales Leader Rev Ops/Admins Data Foundation & Engagement Intelligence Course
Running Data-driven 1-on-1s
Running Data-driven 1-on-1s
Leverage activity data to develop your team's skills and strategize to win more deals
10 min
Sales Leader Rev Ops/Admins Self-paced ClosePlan Opportunity Intelligence Data Foundation & Engagement Intelligence Course
Managing your Pre-Sales Teams
Managing your Pre-Sales Teams
Use People.ai data to manage utilization and focus for your Sales Engineering teams and bridge pre-sales to post-sales
9 min
Sales Leader Rev Ops/Admins Account Intelligence Self-paced ClosePlan Data Foundation & Engagement Intelligence Course
Customer Success: Monthly Business Reviews
Customer Success: Monthly Business Reviews
Bring transparency and accountability to your CS teams with a Monthly Business Review driven by engagement data
10 min
Sales Leader Rev Ops/Admins Self-paced Data Foundation & Engagement Intelligence Course
Forecasting: Are you wasting money on unnecessary licenses?
Forecasting: Are you wasting money on unnecessary licenses?
Increase Rep productivity and forecast hygiene using PeopleGlass
4 min
Sales Leader Sales Rep Rev Ops/Admins PeopleGlass Self-paced Course
Account Planning: Reps and Managers
Account Planning: Reps and Managers
Learn how to create and leverage Account Scorecards and Whitespace Maps
25 min
Sales Leader Sales Rep Account Intelligence Self-paced ClosePlan Course
Building Salesforce Reports with ClosePlan Data
Building Salesforce Reports with ClosePlan Data
Use data from Scorecards, Relationship Maps, and Playbooks to build reports that help run your business
39 min
Rev Ops/Admins Account Intelligence ClosePlan Opportunity Intelligence Course
Coaching With Opportunity Intelligence (a.k.a. ClosePlan)
Coaching With Opportunity Intelligence (a.k.a. ClosePlan)
Learn how to coach your teams using Relationship Maps, Opportunity Scorecards, and Playbooks
5 min
Sales Leader Self-paced ClosePlan Opportunity Intelligence Course
Admin 101 - Managing Your Team's Settings
Admin 101 - Managing Your Team's Settings
Learn more about People.ai's settings and configuration options
15 min
Rev Ops/Admins Self-paced Course
Relationship Maps: How to Build
Relationship Maps: How to Build
Learn to quickly create dynamic org charts for your key Accounts and Opportunities
14 min
Sales Rep Account Intelligence Self-paced ClosePlan Opportunity Intelligence Course
Opportunity Scorecards: Reps & CSMs
Opportunity Scorecards: Reps & CSMs
Learn to uncover risks and quickly score your deals according to your org's qualification methodology (MEDDIC, BANT, etc.)
3 min
Sales Rep Self-paced ClosePlan Opportunity Intelligence Course
Account 360 and Opportunity 360
Account 360 and Opportunity 360
Get a full 360-degree view of customer interactions in your key Accounts and Opportunities
11 min
Sales Leader Sales Rep Self-paced Data Foundation & Engagement Intelligence Course
Admin 101 - Privacy & Security
Admin 101 - Privacy & Security
Learn how to maximize your organization's data privacy and security.
7 min
Rev Ops/Admins Self-paced Course
Admin 101 - Optional Integrations
Admin 101 - Optional Integrations
Learn the in's and out's of People.ai's integration options
8 min
Rev Ops/Admins Self-paced Course
Opportunity Scorecard Best Practices
Opportunity Scorecard Best Practices
Looking for ideas to optimize your Opportunity Scorecards? Check out this collection of best practices.
15 min
Rev Ops/Admins Self-paced ClosePlan Opportunity Intelligence
Engagement Dashboards: Tables for Sales Leaders
Engagement Dashboards: Tables for Sales Leaders
Personalize your tables to uncover pipeline opportunities, push deals forward, and coach your teams
22 min
Sales Leader Self-paced Data Foundation & Engagement Intelligence Course
Opportunity Playbooks: Guided Selling for Reps
Opportunity Playbooks: Guided Selling for Reps
Learn to use Playbooks to follow established best practices for your sales org
5 min
Sales Rep Self-paced ClosePlan Opportunity Intelligence Course
People.ai Slackbot for Meeting Categorization
People.ai Slackbot for Meeting Categorization
Configure a Slackbot to help teams categorize meetings quickly in Slack, then sync the data back to your CRM
4 min
Rev Ops/Admins Self-paced Data Foundation & Engagement Intelligence Course
Engagement Dashboards: Tables for Admins
Engagement Dashboards: Tables for Admins
Quickly create and share dynamic Tables that help your teams win more revenue
35 min
Rev Ops/Admins Self-paced Data Foundation & Engagement Intelligence Course
Engagement Dashboards: Boards for Rev Ops and Sales Leaders
Engagement Dashboards: Boards for Rev Ops and Sales Leaders
With Boards, you can create roll-ups of your CRM data + People.ai Engagement data to build powerful visualizations for your Sales and Ops leaders
21 min
Sales Leader Rev Ops/Admins Self-paced Data Foundation & Engagement Intelligence Course
Matching Configuration
Matching Configuration
Learn how to tailor your filtering, rules, and signals to optimize the match rate for your organization
24 min
Rev Ops/Admins Data Foundation & Engagement Intelligence Course
Driving Turnkey QBRs
Driving Turnkey QBRs
Quarterly Business Reviews don't have to include a long, drawn-out data gathering exercise. Move faster and coach better with People.ai.
12 min
Sales Leader Rev Ops/Admins Self-paced Data Foundation & Engagement Intelligence Course
AccountGPT: Admin Guide
AccountGPT: Admin Guide
Accelerate your Account Planning with generative AI
3 min
Rev Ops/Admins Account Intelligence ClosePlan Course
ClosePlan Admin Templates & Settings
ClosePlan Admin Templates & Settings
Your step-by-step guide to Admin functionality in ClosePlan
49 min
Rev Ops/Admins Account Intelligence Self-paced ClosePlan Opportunity Intelligence Course
Engagement Dashboards + ClosePlan: Bringing Scorecard Data into Engagement Dashboards
Engagement Dashboards + ClosePlan: Bringing Scorecard Data into Engagement Dashboards
If you're using Account or Opportunity Scorecards in Salesforce, you can dynamically access that data in your Tables and Boards
10 min
Rev Ops/Admins Account Intelligence Self-paced ClosePlan Opportunity Intelligence Data Foundation & Engagement Intelligence Course
Introducing SalesAI
Introducing SalesAI
Unlock your GTM's complete story with SalesAI
3 min
SalesAI
Engagement Dashboards: Tables for Sales Reps & CSMs
Engagement Dashboards: Tables for Sales Reps & CSMs
Learn to leverage activity insights to win more revenue
17 min
Sales Rep Self-paced Data Foundation & Engagement Intelligence Course
Engagement Dashboards Administrator Accreditation
Engagement Dashboards Administrator Accreditation
An accreditation path for Admins looking to master Engagement Dashboards Tables and Boards
3 Courses
Rev Ops/Admins Self-paced Data Foundation & Engagement Intelligence Accreditation Learning Path
People.ai Admin 101 Accreditation
People.ai Admin 101 Accreditation
An accreditation path for Admins getting started with People.ai Data Foundation and associated applications
5 Courses
Rev Ops/Admins Self-paced Accreditation Learning Path
SalesAI Overview
SalesAI Overview
Leverage real data to drive real revenue
4 min
SalesAI
People.ai Engagement Dashboards Administrator Accreditation Assessment
People.ai Engagement Dashboards Administrator Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins Data Foundation & Engagement Intelligence Accreditation
People.ai Admin 101 Accreditation Assessment
People.ai Admin 101 Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins Accreditation
People.ai Engagement Dashboards Administrator Accreditation Assessment
People.ai Engagement Dashboards Administrator Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins Data Foundation & Engagement Intelligence Accreditation
Engagement Dashboards: Boards for Rev Ops and Sales Leaders
Engagement Dashboards: Boards for Rev Ops and Sales Leaders
With Boards, you can create roll-ups of your CRM data + People.ai Engagement data to build powerful visualizations for your Sales and Ops leaders
21 min
Sales Leader Rev Ops/Admins Self-paced Data Foundation & Engagement Intelligence Course
Engagement Dashboards: Tables for Admins
Engagement Dashboards: Tables for Admins
Quickly create and share dynamic Tables that help your teams win more revenue
35 min
Rev Ops/Admins Self-paced Data Foundation & Engagement Intelligence Course
Admin 101 - Managing Users & Teams
Admin 101 - Managing Users & Teams
Learn more about the Users & Teams page of the Settings module
12 min
Rev Ops/Admins Self-paced Course
Admin 101 - Managing Your Team's Settings
Admin 101 - Managing Your Team's Settings
Learn more about People.ai's settings and configuration options
15 min
Rev Ops/Admins Self-paced Course
Admin 101 - Privacy & Security
Admin 101 - Privacy & Security
Learn how to maximize your organization's data privacy and security.
7 min
Rev Ops/Admins Self-paced Course
Admin 101 - Optional Integrations
Admin 101 - Optional Integrations
Learn the in's and out's of People.ai's integration options
8 min
Rev Ops/Admins Self-paced Course
People.ai Admin 101 Accreditation Assessment
People.ai Admin 101 Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins Accreditation
People.ai Engagement Dashboards Administrator Accreditation Assessment
People.ai Engagement Dashboards Administrator Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins Data Foundation & Engagement Intelligence Accreditation
People.ai Admin 101 Accreditation Assessment
People.ai Admin 101 Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins Accreditation