Sales outreach · Production

PTC builds 'ROI Engine' with 6sense, Drift, and People.ai to accelerate net-new pipeline

The problem

PTC needed a martech solution combining account-intent programs with AI platforms to deliver value-led content at every buyer interaction and drive pipeline growth through smarter identification and engagement of prospects.

Workflow diagram · grounded in source
1
Prospect visits website
trigger
“A prospect visits the PTC website.”
2
Drift chatbot engages prospect
ai_action
“They interact with the Drift chatbot.”
3
Demo scheduled
output
“The prospect schedules a demo five minutes later.”
4
6sense account stage and signal analysis
ai_action
“A PTC sales rep goes into 6sense and discovers the account is in the Purchase stage. The rep identifies the keywords being researched, and notices there's been 25 anonymous website visits from the account within the past week.”
5
Rep tailors outreach
output
“This insight allows the rep to tailor their outreach and positioning accordingly.”
6
People.ai deal health tracking
ai_action
“Meanwhile, People.ai tracks how the deal was progressing, highlighting risks and health for full visibility across sales and marketing.”
7
Opportunity health score review
output
“PTC builds an opportunity health score report that sales leaders review on a regular basis. This helps determine whether the sales team is focused on the right accounts.”
Reported outcome

The ROI Engine of 6sense, Drift, and People.ai transformed PTC's approach to net-new business and existing pipeline, giving the revenue team a single source of truth and enabling the company to actively generate pipeline.

Reported metrics
Business resultstremendous business results
Prospect identification and engagement speedfaster and clearer
Reported stack
6senseDriftPeople.aiCRM
Source
https://6sense.com/customer-stories/ptc-revving-the-roi-revenue-orchestration-intelligence-engine
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

The ROI Engine of 6sense, Drift, and People.ai transformed PTC's approach to net-new business and existing pipeline, giving the revenue team a single source of truth and enabling the company to actively generate pipel…

What tools did this team use?

6sense, Drift, People.ai, CRM.

What results were reported?

Business results: tremendous business results; Prospect identification and engagement speed: faster and clearer (source-reported, not independently verified).

How is this sales outreach AI workflow structured?

Prospect visits website → Drift chatbot engages prospect → Demo scheduled → 6sense account stage and signal analysis → Rep tailors outreach → People.ai deal health tracking → Opportunity health score review.

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