Maximize Sales Performance: The Role of AI in Modern Sales Management

Sales management is a juggling act - between managing your team, chasing quotas, building relationships, and trying to stay on top of a constantly evolving market. 

The last thing you want is to waste time on unproductive or repetitive tasks. Like having to dig through your emails, documents, and CRM, looking for that sales template, enablement collateral, or answer to a colleague’s question.

That’s where Dashworks comes in. Imagine having an intelligent assistant that understands your company’s apps inside and out, and can answer your most pressing questions in seconds. It integrates seamlessly with your existing work apps, creating a unified answer engine that’s always up-to-date and accessible.

Here’s how it works:

1. Connect your apps: Dashworks integrates with over 50 popular work applications such as:

• CRM: Salesforce and HubSpot
• Wikis & Docs: Google Drive, Sharepoint, OneDrive, Confluence, Notion, Dropbox, Box, and more
• Email: Gmail and Microsoft Outlook
• Chat: Slack and Microsoft Teams

2. Ask your questions: Simply type your question in natural language, just like you’d ask a colleague.
3. Get instant answers: Dashworks analyzes your question, searches your connected apps, and provides a concise answer with source links for verification.

How Dashworks Empowers Sales Managers

Here are just a few examples of how Sales Managers are using Dashworks to gain a competitive edge:

1. Easy Access to Product Knowledge

• "Does our product integrate with [specific software]?" instantly retrieves integration details from your product documentation, knowledge base, or internal wikis.

• "What are the key features of [product name]?" provides a concise summary of product features and benefits, pulling information from marketing materials, sales decks, and training documents.

2. Competitive Intelligence

• "What are [competitor name]’s pricing models?" scans your CRM system, market research documents, and competitor websites to provide a comparative analysis of pricing strategies.

• "Do we have any case studies for [specific industry]?" searches your case study library and marketing materials to find relevant examples that showcase your company’s success in that industry.

3. Streamlined Sales Ops

• "What are the current sales territories?" retrieves the latest territory map and contact information for regional sales managers from your CRM system or internal documents.

• "What is the status of the [client name] deal?" provides a real-time update on the deal stage, key contacts, and next steps, pulling information directly from your CRM system.

4. Onboarding and Training

• "Where can I find the new hire onboarding checklist?" instantly retrieves the onboarding checklist and related resources from your internal wikis.

• "What are the best practices for selling [product name]?" summarizes sales best practices, pulling information from training materials, sales playbooks, and internal knowledge bases.

5. Data-Driven Insights

• What are the top-performing sales reps’ closing techniques?" processes sales call notes and CRM data to identify successful closing strategies used by top performers.

• "What are the most common customer objections for [product name]?" scans customer support tickets and feedback surveys to identify recurring objections and provide effective rebuttal strategies.

Dashworks empowers you to make data-driven decisions, improve team efficiency, and ultimately, close more deals. Request a demo of Dashworks to see it in action.