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The Oracle AI for CX Account Engagement Guide empowers sales teams by automating account planning and research tasks while providing actionable insights. Watch this demo to see how you can leverage AI to summarize key information across back-office, middle-office, and front-office functions, while delivering a comprehensive view of account health and helping ensure all relevant information is accurate and up to date. The AI agent identifies opportunities for upselling and cross-selling and assists in securing renewals, thereby helping maximize revenue potential. It also analyzes uploaded documents, such as 10-Ks, to uncover key stakeholders and corporate initiatives. By taking over routine tasks such as email generation, account summaries, and sales activity overviews, the Account Engagement Guide allows sales professionals to focus on building relationships and driving growth in their accounts.
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