How Dashworks Empowers Customer Success Teams to Deliver Exceptional Service

Account and Customer Success Managers are the backbone of a strong retention and growth strategy. They champion customer relationships, solve customer problems, and advocate for customer needs. But let’s face it: Juggling client communications, tracking performance data, and staying on top of ever-evolving company knowledge can feel like an uphill battle. You’re constantly switching between apps, digging through documents, and hoping you’re not missing crucial information.

• Scattered Information: Important information lives across emails, Slack channels, internal wikis, and various CRM platforms. Finding what you need feels like searching for a needle in a haystack.
• Repetitive Questions: You’re bombarded with the same questions from clients and colleagues. Answering them takes up valuable time you could be spending on more strategic tasks.
• Staying Up to Date: Company policies, product updates, and best practices are constantly changing. Keeping track of it all is a full-time job in itself.
• Crafting Effective Communication: You need to write clear, concise emails, proposals, and reports, often under tight deadlines. Finding the right information to include can be a time-consuming process.

What if there was a way to simplify this process? To have all the knowledge you need at your fingertips, instantly? That’s where Dashworks comes in.

Dashworks: Your AI-Powered Knowledge Assistant

Dashworks is an AI knowledge assistant designed to alleviate these pain points. It integrates with all your work apps and knowledge bases, creating a single, unified source of truth for your company’s information. Think of it as a super-smart search engine that understands your questions and provides accurate, trustworthy answers, complete with source links.

How Dashworks Empowers Account & Customer Success Teams

Here’s how Dashworks can help you conquer your daily challenges and become a more efficient and effective Account or Customer Success Manager:

1. Find Answers Instantly

Imagine a client asks about a specific feature or policy. Instead of frantically searching through multiple platforms, you simply ask Dashworks:

• “What is our policy on [topic]?”
• “What are the key differences between our [product A] and [product B] plans?”
• “What are the compliance requirements for [client’s location]?”

Dashworks instantly retrieves the relevant information from your connected apps, saving you precious time and effort.

2. Automate Answers to Frequently Asked Questions

Tired of answering the same questions repeatedly? Dashworks can be integrated with your communication platforms like Slack to automatically respond to common queries. This frees you up to focus on more complex issues and strategic initiatives.

Example Questions:

• “How do I update a client’s website template?”
• “What are the headlines and descriptions we use for our paid media Google ad campaigns?”
• “What are the IDX compliance rules for [client name]?”

3. Draft Emails

Dashworks goes beyond simple search. It can also generate content tailored to your specific needs, such as: Need to send a proposal, follow-up, or onboarding email? Dashworks can help you craft professional and personalized messages, pulling in relevant client data and company information.

Example Requests:

• “Draft an email to [client name] showcasing the data for [product/service].”
• “What email do I send to clients letting them know we’re looping in our client experience team?”
• “Write an email explaining why we need forced registration turned on the site for lead conversion.”

4. Create Reports

‍Dashworks can help you generate reports summarizing client performance, product usage, or campaign results. It can even pull in data from multiple sources to create comprehensive overviews.

Example Requests:

• “Provide a summary of my relationship with client, [client name].”
• “Give me a summary of the issues that [client name] is having with our [product/service].”
• “Summarize the keywords that have improved in rankings for [client name].”

5. Build Proposals

‍Need to create a compelling proposal for a new client or an upsell opportunity? Dashworks can help you pull together all the necessary information, including pricing, features, and benefits.

Example Requests:

• “Draft a proposal for [client name] for [campaign/product].”
• “Compare our [product A] and [product B] plans.”
• “Provide a budget recommendation.”

6. Centralize Knowledge and Stay Informed

Dashworks acts as a central repository for all your company’s knowledge. This means you can easily access the latest policies, product updates, and best practices, ensuring you’re always providing accurate information to clients and colleagues.

Unlock Your Team’s Potential with Dashworks

Dashworks empowers your team to do more with less by eliminating knowledge silos, automating FAQs, and providing the insights you need to deliver exceptional customer experiences.

Ready to experience the power of Dashworks for yourself? Request a demo for a personalized walkthrough.