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AI First Account Management
- Keywords: AI AccountManager Automation
- Members: 1
- Posts: 1
- Community type: Hobby
- Created: Aug 23, 2025
- Owner: Grant Massam
- URL name: massam-4720
AI-First Account Management: Cut admin time in half & double your client impact
Imagine cutting the hours you spend updating Salesforce, chasing notes, and building reports, and reinvesting that time into strategy, upsells, and renewal conversations.
AI-First Account Management teaches you how to integrate native AI inside Salesforce and Microsoft Copilot to automate busywork, summarise client interactions, and surface deal insights before they go cold. It’s built for people who live in their CRM every day and want practical, click-by-click workflows, not theory.
Free yourself from admin so you can spend more time solving problems, deepening relationships, and showing up as a trusted partner \(the kind leadership actually notices\).
Imagine cutting the hours you spend updating Salesforce, chasing notes, and building reports, and reinvesting that time into strategy, upsells, and renewal conversations.
AI-First Account Management teaches you how to integrate native AI inside Salesforce and Microsoft Copilot to automate busywork, summarise client interactions, and surface deal insights before they go cold. It’s built for people who live in their CRM every day and want practical, click-by-click workflows, not theory.
Free yourself from admin so you can spend more time solving problems, deepening relationships, and showing up as a trusted partner \(the kind leadership actually notices\).