6 Easy AI Tricks for Busy Account Executives

Download Now: The State of AI in Sales Report
Olivia Deng


In the ever-evolving world of sales, account executives play a crucial role in nurturing leads and closing deals. 

As technology continues to advance, AI has emerged as a game-changer for sales professionals, offering numerous ways to enhance productivity and drive better results. In fact, our recent State of Sales research found that 54% of global sales employees say AI has made it easier for them to stay ahead of their competition.

But where should you start implementing AI in your specific account executive role? We'll highlight some valuable AI tips and tricks that can help you streamline your workflows and achieve greater efficiency.

Download Now: The State of AI in Sales [2023 Report]

AI Tips and Tricks

1. Leverage AI-powered lead scoring.

AI-powered lead scoring systems utilize machine learning algorithms to analyze prospect data and predict their likelihood of converting into paying customers. 

HubSpot Predictive Lead Scoring

Get started with HubSpot’s Predictive Lead Scoring Software

At HubSpot, my sales colleagues use lead-scoring tools like HubSpot’s Predictive Lead Scoring Software to ensure they're focusing time on the contacts that are most likely to yield ROI. With this tool, you can leverage data points from the entire customer journey to comprehensively analyze and score each lead.

In our annual State of Sales Survey of more than 1,400 global sales professionals, 20% of respondents said AI and automation tools most effectively help them find and score leads.

By harnessing this technology, you can prioritize high-quality leads and focus their energy on those with the highest potential, saving time and resources.

2. Enhance prospecting with AI-driven research tools.

Account executives can spend hours on end researching prospects. And, if those contact relationships don't yield deals, that's hours of lost revenue they could be making on lucrative rapport-building. 

Luckily, AI-driven tools can now efficiently gather and analyze vast amounts of data from various sources, providing you with valuable insights on your prospects. 

These tools enable you to better understand prospects' pain points, interests, and backgrounds, helping you personalize your approach and build stronger relationships. For example, Clearbit enables you to create audiences that fit your Ideal Customer Profile.

3. Optimize email communication using AI algorithms.

AI Email Writer

Get started with AI Email Writer

Email remains a vital channel for account executives to connect and engage with prospects. AI tools like HubSpot’s Email Writer can help you compose better emails. Simply give it a prompt and watch it generate copy for you, which you can edit to your liking within the platform.

Integrated into HubSpot's marketing and sales tools, you can effortlessly compose, send, track, and analyze your emails, all in one convenient platform.

Say I'm an account executive and want to send a follow up email. With tools like HubSpot's email automation features, I can set up a template, pre-written, canned, or automated text that I then can then with customizations or personalizations that cater to the customer.

For example, if a contract has been sitting unsigned for too long, I can use AI tools to trigger a personalized email reminder to the specific contact or prospect to sign or reach out to me with any questions.

4. Automate mundane tasks with AI assistants

“59% of sales skills can be augmented with generative AI,” according to LinkedIn Marketing VP Gail Moody-Byrd.

Account Executives often find themselves spending valuable time on administrative tasks that could be handled more efficiently. AI assistants, such as chatbots or voice assistants, can tackle these tasks, such as scheduling meetings, updating CRM data, or even drafting sales reports.

By delegating these mundane tasks to AI, account executives can redirect their efforts towards more strategic and high-value activities.

5. Benefit from AI-powered sales analytics

Analyzing sales data and identifying patterns can be overwhelming for account executives. AI-powered analytics tools can automatically process and visualize large data sets, helping account executives uncover valuable insights.

By understanding trends, identifying bottlenecks, and gaining visibility into sales performance, account executives can optimize their sales strategies, improve forecasting accuracy, and make data-driven decisions.

6. Implement AI chatbots for quick customer support.

While winning new customers is obviously a key role of account executives, many also must focus on cross-selling and upselling current customers. In 2024, sales professionals expect that one of their biggest revenue streams will be from current and upgrading customers. 

To ensure this flow of growing ROI, you need to create a great customer experience, even if you have a small customer service team with limited bandwidth.

AI can help enhance positive customer experiences that lead to recurring purchases or revenue for you, especially when you have a low-bandwidth support team. 

By implementing AI-driven chatbots on websites or messaging platforms, account executives can offer instant responses to common customer queries, freeing up time for more complex interactions.

AI chatbots can gather initial information, triage support tickets, and even provide personalized recommendations, improving customer satisfaction and driving sales opportunities.

Get Started With AI 

As account executives navigate the competitive world of sales, AI presents a multitude of opportunities to boost efficiency and achieve better results.

By leveraging AI-powered lead scoring, research tools, email optimization, AI assistants, sales analytics, and customer support chatbots, account executives can streamline workflows, focus on high-value tasks, and foster stronger relationships with prospects and customers.

Ultimately, these tools and hacks will only help account executives navigate increasingly competitive markers,  drive productivity, close deals more effectively, and achieve greater success in their sales career. Get started with AI tools like HubSpot’s Campaign Assistant.


Related Articles

HubSpot uses the information you provide to us to contact you about our relevant content, products, and services. HubSpot will share the information you provide to us with the following partners, who will use your information for similar purposes: G2. You can unsubscribe from communications from HubSpot at any time. For more information, check out HubSpot's Privacy Policy. To unsubscribe from G2's communications, see G2's Privacy Policy.


New data and insights from 600+ sales pros across B2B and B2C teams on how they’re using AI.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs