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 VOX ISM.
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 VOX ISM
VOX ISM is Canada’s largest Microsoft Dynamics Partner. We specialize in implementing Microsoft business solutions software including Microsoft Dynamics 365 Business Central, CRM, and Office 365. These software solutions enable our customers to compete in today’s digital landscape.
We specialize in workforce skills development and training and offer a variety of courses focussed on improving existing employee skills and teaching new ones.
We have 800+ customers and 20 years of experience in the software industry and we specialize in the Manufacturing and Distribution industries. We have experienced industry consultants including former Plant Managers, Supply Chain Managers, Schedulers, Warehouse & Distribution specialists, Sales and Marketing staff, Controllers, Accountants, and many more on board, who will set up your software implementation and train your staff for business success.
We are based in Toronto with teams across Ontario and in British Columbia & Alberta.