How AI Assistants Are Changing the Game for Sales Engineers

As a Sales Engineer, you’re the technical expert, the product guru, the one who bridges the gap between sales and engineering. You’re constantly juggling demos, answering complex questions, and digging through documentation to find the perfect solution for your prospects. But what if you could spend less time searching and more time closing deals?

That’s where AI comes in. Imagine having an intelligent assistant that instantly surfaces the information you need, right when you need it. No more sifting through endless knowledge bases or pinging colleagues for answers.

Information Silos and Time Crunch

As a sales engineer, you’re constantly dealing with:

• Scattered Knowledge: Information is spread across multiple platforms – Salesforce, Slack, internal wikis, product documentation, and more.
• Constant Questions: Prospects bombard you with technical questions, security inquiries, and requests for specific details.
• Time Pressure: You need answers fast to keep deals moving forward and avoid frustrating potential customers.

This constant search for information eats into your valuable time, leaving you less time to build relationships, tailor solutions, and ultimately, close deals.

Dashworks: Your AI-Powered Knowledge Assistant

Dashworks is an AI assistant designed to solve these challenges. It integrates with all your work apps and knowledge bases, creating a single, unified source of truth for your company’s information.

Here’s how it works:

1. Connect Your Apps: Dashworks seamlessly integrates with 50+ popular work applications, including Salesforce, Slack, Notion, Google Drive, and more.
2. Ask Your Questions: Simply ask Dashworks your question in natural language, just like you would ask a colleague.
3. Get Instant Answers: Dashworks instantly searches your connected apps and delivers precise answers with source links, ensuring accuracy and transparency.

Dashworks isn’t just a search tool; it’s a game-changer for Sales Engineers. Here are just a few ways it can transform your workflow:

1. Ace Technical Questions on the Fly

During a demo or sales call, a prospect asks, “What file types are supported for document verification?” Instead of scrambling through documentation, you simply ask Dashworks. It instantly pulls up the answer from your internal knowledge base, allowing you to confidently address the question and keep the conversation flowing.

Example Questions:

• “What is the [feature name]?”
• “How does [product feature] work?”
• “What are the system requirements for [product]?”
• “What are the different integration methods for [product]?”

2. Handle Security Inquiries with Ease

With Dashworks, you can quickly access security documentation, compliance certifications, and data privacy policies.

Example Questions:

• “What security measures are in place to protect user data?”
• “How does [company] handle data privacy?”
• “What compliance certifications does [company] hold?”
• “What is the security logs’ retention period?”

3. Find the Perfect Resources for Every Prospect

Dashworks helps you quickly locate relevant case studies, white papers, pricing information, and other resources to tailor your pitch to each prospect.

Example Questions:

• “Where can I find a case study for [industry]?”
• “What is the pricing for [product]?”
• “Where is the [sales document]?”
• “What are the current [product] reports [company] offers?”

4. Stay Up-to-Date on Product Updates

Dashworks keeps you informed about the latest product updates, feature releases, and company news. You can ask, “What product updates were released this week?” and Dashworks will provide a summary, ensuring you’re always prepared to discuss the latest and greatest with your prospects.

Example Questions:

• “What are the latest product updates?”
• “What new features were released for [product]?”
• “What is the latest news about [company]?”

5. Collaborate Seamlessly with Your Team

Dashworks integrates with Slack, allowing you to access company knowledge and get answers without leaving your primary communication platform. You can ask questions directly to the Dashworks Slackbot or tag it in channels for public questions.

Example Questions:

• “Remind me, do we need to use [feature] for [product]?”
• “How do I run a [report type] report?”
• “What is the feature flag for [product feature]?”

Close More Deals with AI on Your Side

Dashworks empowers Sales Engineers to be more efficient, knowledgeable, and confident. By eliminating the time wasted searching for information, you can focus on building relationships, delivering compelling demos, and closing more deals.

Request a demo of Dashworks and see how AI can transform your workflow.