Day in the life of an account executive
Sales productivity often suffers when manual tasks overwhelm account executives. Dynamics 365 changes that by providing AI-driven insights and automating repetitive processes. Check out this infographic to see how an account executive leverages Dynamics 365 to optimize their day, from preparing meeting summaries to following up with prospects. If you want to see similar results in your day, contact COR Concepts.
How does AI improve sales efficiency?
AI technology helps sales teams by automating non-sales activities, allowing them to spend less than 30% of their time on these tasks. It generates task lists, prepares meeting summaries, and provides suggested responses based on previous interactions, which streamlines their workflow and enables them to focus more on selling.
What tools does an Account Executive use?
An Account Executive like David uses an AI-powered CRM system to manage customer relationships. This includes generating task lists, preparing opportunity summaries, creating deal rooms for collaboration, and analyzing call performance, all of which help him maintain strong customer connections and improve sales strategies.
How does AI assist in customer interactions?
AI assists sales professionals by providing real-time suggestions for answers to customer questions, recording meetings, and generating transcriptions that highlight key points and action items. This allows salespeople to engage more effectively with prospects and ensures they have the necessary information at their fingertips.
Day in the life of an account executive
published by COR Concepts
COR Concepts provides Information Governance, Records Management and Enterprise Content Management (ECM) consulting and training services. The company is built on the belief that any Information, Records or Document Management initiative should be designed to extract the maximum business benefit for the organization.
We bring together Compliance, Risk Management and Operational information requirements in a way that delivers benefits to each one of these diverse business units. Our approach is to use an array of industry standards and best practice methodologies to ensure that each implementation will stand the test of time.
We see information governance and records management as an integral part of any Enterprise Content Management implementation and focus on building a solid platform including a records management policy, records management procedures, file plans and a solid change management infrastructure. Building and implementing governance structures is becoming essential for success and we design structures to ensure that all governance aspects are included.