High-level courses to help you understand what People.ai solutions can do for you and your organization
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/5bgmblso895q/promo-image.1676069694.png)
Engagement Intelligence Overview
Browse the most popular use cases for Engagement Dashboards Tables and Boards, Account 360, and Opportunity 360
26 min
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/25h6fo4egudor/promo-image.1676069714.png)
Account Intelligence Overview
Discover key use cases for Account Planning, Whitespace Maps, and Relationship Maps
14 min
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/3i084bgow480t/promo-image.1676069659.png)
Opportunity Intelligence Overview
See the most common use cases and workflows for Opportunity Scorecards, Opportunity Playbooks, and Relationship Maps
10 min
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/38yjr9zfqin5o/promo-image.1676069799.png)
Relationship Maps Overview (a.k.a. Org Charts)
Discover key features and use cases for Relationship Maps
5 min
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/mqsa5b5w40in/promo-image.1666044062.png)
PeopleGlass
Save time instantly and boost your Salesforce hygiene with this handy tool
19 min
Sales Leader
Sales Rep
Rev Ops/Admins
PeopleGlass
Self-paced
Course
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/lpfg2ygl2wsy/promo-image.1666624518.png)
Admin 101 - Managing Users & Teams
Learn more about the Users & Teams page of the Settings module
12 min
Rev Ops/Admins
Self-paced
Course
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/yjnjtmt9ix11/promo-image.1705945246.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2tfhc16j4gx27/promo-image.1694452237.jpg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/nqmeako1qjmq/promo-image.1691013900.jpg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/3sgnssnkhndb1/promo-image.1691013859.jpg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/1npcei3hzcek5/promo-image.1691013825.jpg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/1pmv2z7a3fj37/promo-image.1691013787.jpg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/1i6ungm7pfk1f/promo-image.1696352704.jpeg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/39k4hqzrf00hn/promo-image.1704828407.jpg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/3glgawqmzatte/promo-image.1666041844.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/1rg7ziosvsmax/promo-image.1678915967.png)
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
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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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/180kn6lsb232z/promo-image.1666624620.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/kog00ilvrevb/promo-image.1666034132.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/25os58ecmgyel/promo-image.1666041127.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/13y2f6y3vzj6y/promo-image.1666040072.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/1apg27ndr1co4/promo-image.1666624988.png)
Admin 101 - Privacy & Security
Learn how to maximize your organization's data privacy and security.
7 min
Rev Ops/Admins
Self-paced
Course
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/35rdmeanl5uol/promo-image.1666625243.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2odimmd7tiij9/promo-image.1701192002.jpg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/25wfqtqb555na/promo-image.1666038635.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2jacltdf9hig/promo-image.1666035797.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/offwss8yid19/promo-image.1680633002.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/27uwarkxywo0q/promo-image.1666038453.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2ni6z3zrfr1j9/promo-image.1678388343.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/1oy4iozqyj4b9/promo-image.1703098757.jpg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2mmlsu6tqewc0/promo-image.1693518025.jpg)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/wc4tq6eyk1gt/promo-image.1689633921.png)
AccountGPT: Admin Guide
Accelerate your Account Planning with generative AI
3 min
Rev Ops/Admins
Account Intelligence
ClosePlan
Course
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/d80kdnok9xrp/promo-image.1666041557.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/of1llxo5r8pq/promo-image.1684180481.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2k5pl7shuakbf/promo-image.1710371911.png)
Introducing SalesAI
Unlock your GTM's complete story with SalesAI
3 min
SalesAI
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2hcvubsqkkpcd/promo-image.1666039067.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/course_series/2agi3f6aztw70/promo-image.1677785742.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/course_series/3kfqb3qvqyeth/promo-image.1673987274.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/ecp61oonw32g/promo-image.1710370111.png)
SalesAI Overview
Leverage real data to drive real revenue
4 min
SalesAI
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/382sc1w8buv7v/promo-image.1667944689.png)
People.ai Admin 101 Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins
Accreditation
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2tupjd0si8z3h/promo-image.1679944279.png)
People.ai Engagement Dashboards Administrator Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins
Data Foundation & Engagement Intelligence
Accreditation
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/lpfg2ygl2wsy/promo-image.1666624518.png)
Admin 101 - Managing Users & Teams
Learn more about the Users & Teams page of the Settings module
12 min
Rev Ops/Admins
Self-paced
Course
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/180kn6lsb232z/promo-image.1666624620.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/1apg27ndr1co4/promo-image.1666624988.png)
Admin 101 - Privacy & Security
Learn how to maximize your organization's data privacy and security.
7 min
Rev Ops/Admins
Self-paced
Course
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/35rdmeanl5uol/promo-image.1666625243.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/382sc1w8buv7v/promo-image.1667944689.png)
People.ai Admin 101 Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins
Accreditation
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2tupjd0si8z3h/promo-image.1679944279.png)
People.ai Engagement Dashboards Administrator Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins
Data Foundation & Engagement Intelligence
Accreditation
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2ni6z3zrfr1j9/promo-image.1678388343.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/27uwarkxywo0q/promo-image.1666038453.png)
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
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/382sc1w8buv7v/promo-image.1667944689.png)
People.ai Admin 101 Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins
Accreditation
![](https://cc.sj-cdn.net/instructor/3uk15bdv3ezfa-peopleai-university/courses/2tupjd0si8z3h/promo-image.1679944279.png)
People.ai Engagement Dashboards Administrator Accreditation Assessment
Complete this assessment to receive your certificate of accreditation!
Rev Ops/Admins
Data Foundation & Engagement Intelligence
Accreditation