Close More Deals with AI: An Account Executive’s Guide

Let’s face it, being an Account Executive means juggling a million things at once. You’re building relationships, managing pipelines, and chasing those closing bells. But too often, that means getting bogged down in the nitty-gritty of finding information scattered across a dozen different platforms.

Need to know if your company is GDPR compliant? Want to find that killer case study to seal the deal? Have a prospect asking about your security protocols? Instead of wasting precious time digging through endless documents and Slack threads, imagine having an AI assistant that instantly surfaces the information you need, right when you need it.

Dashworks: Your AI Copilot for Closing Deals

Dashworks is an AI-powered knowledge assistant that integrates seamlessly with all your work apps – think Salesforce, Slack, Google Drive, Google Calendar, Gmail, and dozens more – to create a single, unified source of truth for all your company knowledge.

But Dashworks is more than just a fancy search engine. It’s like having a super-smart colleague who knows your company inside and out, always ready to answer your questions, find the right document, or even generate content tailored to your needs.

Here are just a few ways Dashworks can help you win more deals and reclaim your time:

1. Answering Prospect Questions with Confidence and Speed

• Scenario: A prospect asks about your company’s data security measures during a sales call.
• Instead of fumbling for answers or promising to get back to them later, you can ask Dashworks questions like “What security certifications do we have?” or “How do we protect customer data?” and get instant, accurate answers pulled directly from your company’s internal documentation.

2. Finding the Perfect Resources to Support Your Pitch

• Scenario: You’re putting together a proposal for a major prospect and need to find a relevant case study highlighting your company’s success in their industry.
• Simply ask Dashworks “Do we have any case studies for [prospect industry] companies?” or “Find a case study about [solution] for [company size].” Dashworks will instantly scan your connected apps and deliver the most relevant results.

3. Staying Up-to-Date on Company Policies and Procedures

• Scenario: You need to confirm your company’s policy on international data transfers for a global client.
• Dashworks to the Rescue: Instead of sifting through lengthy policy documents, ask Dashworks “What is our policy on international data transfers?” or “Are we GDPR compliant?” and get clear, concise answers in seconds.

4. Preparing for Client Meetings Like a Pro

• Scenario: You have a critical client meeting coming up and need to get up to speed on their history, past interactions, and any open issues.
• Dashworks to the Rescue: Ask Dashworks questions like “Show me recent communications with [client name]” or “Are there any open support tickets for [client name]?” to walk into the meeting fully prepared and informed.

Ready to Start Closing More Deals?

These are just a few examples of how Dashworks is transforming the way Account Executives work. By eliminating the friction of information access, Dashworks empowers you to focus on what truly matters: building relationships, exceeding client expectations, and driving revenue.

Ready to experience the power of AI for yourself? Visit web.dashworks.ai to request a demo and see how Dashworks can help you reclaim your time and crush your sales goals.