Microsoft Power BI vs. People.ai

Microsoft Power BI is great for sales tracking, financial reporting, and real-time operations monitoring. It integrates data from multiple sources, creating interactive dashboards for better decision-making. However, it's less ideal for real-time big data processing, offline access, or when deep customization is needed. It works best for structured reporting but struggles with highly complex data models.

Incentivized

I've been using People.ai for a bit now, and I've been consistently impressed. I use it to track how my team is doing, how my clients are doing, and how I'm doing. I can create custom dashboards with any metric I want to see. I can set goals, and they'll track my progress towards those goals. I can set up competitions between my team, and they'll tell me who's winning and who's losing. You can share these dashboards with your team, which means that everyone can see how everyone else is doing.

Incentivized

• It is great at taking in large amounts of data and housing it all.
• Microsoft Power BI is so user friendly and it's dashboards are very easy on the eye.
• The ease of sharing dashboards makes it great for use across a large company.

Incentivized

• Their Deal Room presents times when you are multi-threaded, engaged with executives, and have an upcoming meeting scheduled rather than stalking your reps calendar and salesforce activities.
• They allow you to create areas performance dashboard with custom KPIs you want to measure

Incentivized

• It would be easier for users could Microsoft Power BI and Excel used the same programming languages.
• Would like to see the online version of Microsoft Power BI be as powerful as the desktop version.
• Publishing a Microsoft Power BI file online and then having to save the file is somewhat redundant.
• Would like to export each page or chart as an image.

Incentivized

• It's beneficial if we receive the report on a daily basis. I don't know if that is something to do with the settings. But for some reason, I am only getting it on a weekly or sometimes twice a week report.

Incentivized

Microsoft Power BI is an excellent and scalable tool. It has a learning curve, but once you get past that, the sky is the limit and you can build from the most simple to the most complex dashboards. I have built everything from simple reports with only a few data points to complex reports with many pages and advanced filtering.

Takes a little bit to get used to it. Not natively intuitive but fairly straight forward to pick up. Also docking it a few points because you can create a really clean, simple UI in Claude very quickly that's faster than building all of this yourself in Microsoft Power BI.

Incentivized

It is a fantastic tool, you can do almost everything related with data and reports, it is a perfect substitutive of Power Point and Excel with a high evolution and flexibility, and also it is very friendly and easy to share. I think all companies should have Power BI (or other BI tool) in their software package and if they are in the MS Suite, for sure Power BI should be the one due to all the benefits of the MS ecosystem.

Incentivized

It was integrated with our erp easily and was accessible on cloud.

Incentivized

All others apps are enablers and Microsoft Power BI is the visual that end user sees which often adds more value to the end user to make strategic decisions from this. All are equally great but Microsoft Power BI is the end result

Incentivized

The easiest comparison would be to email automation vendors like a SalesLoft, Outreach, or Groove. But People.ai doesn't have a template email send like a sequence or cadence feature you would find with them. It is more of a compliment to the email automation vendors than a competitor in my opinion. We want our SDRs to have the ability run sizable outbound campaigns so they still use Outreach. However, we deactivated the Outreach activity sync and run activity syncing through People.ai. If someone gets added into the email CC, People.ai will grab that person and create them as a contact against the matching Salesforce account. For our Sales reps, we want them to have the ability to track opens, link clicks, and send templated emails so we have them use Groove. Again, we deactivated the Salesforce sync and use People.ai syncing. This is a great way to automate the pain away from creating Opportunity Contact Roles and create all relevant contacts in Salesforce from CC's on emails to people added last minute on a calendar invite. My favorite part is how it ingests data directly from Google and doesn't allow a Sales Rep to not to sync an activity to Salesforce, it happens automagically

Incentivized

• We're still early in the adoption process at this company, but we've illustrated how bad data keeps us from being more productive. ~25% of a team's work week was dedicated to effectively cleaning up entries, but it was always seen as a normal to them.

Incentivized

• People.ai has helped our business meet and prove through data that we are improving our Sales Rep's time spent on selling activities, a key metric for our transformation. People.ai reduced the amount of manual entry required by the reps, giving back time, and the data capture was able to show that since turning on People.ai, the reps have jumped in their external engagement by 10%.