Live AE intelligence dashboard with Salesforce, 6sense, and AI research
Build a multi-step 3B workflow that gives each Tines account executive a personalized, ranked "priority book" of the Salesforce accounts they own — enriched with 6sense intent data and Claude web research — surfaced in a polished web dashboard. Each AE sees only their own accounts (matched on their login email). Tines sells two products the research should target: Tines Stories (security/IT SOAR — buyers are CISOs, SOC, detection/threat/vuln teams) and Tines 3B (AI-native workflow automation — ideal customer is $100M+ revenue, 500+ employees, established IT/security function, broad AI adoption; buying group is IT & security leadership with CIO as primary decision maker).
What this prompt builds
This workflow builds a personalized, live-updating dashboard for account executives that ranks and enriches their Salesforce accounts with 6sense intent signals and AI-powered web research. Each AE sees only the accounts they own, filtered by their login email, with prioritized outreach recommendations tailored to Tines products. It replaces manual research and stale spreadsheets with real-time intelligence that informs decision-making and message personalization before every customer conversation.
The problem
Account executives who manage large books of business struggle to keep account data current and actionable. Manual updates to spreadsheets mean the information is stale by the time it's used, and researching buying signals, company changes, and ideal outreach moments for each account consumes hours every week. This workflow delivers a personalized, live-updating dashboard that ranks each AE's Salesforce accounts by priority, enriched with 6sense intent signals and Claude-powered web research. AEs see only their own accounts (matched on login email) with real-time hot signals, buying group insights, and tailored talking points for Tines Stories and Tines 3B — replacing manual research with intelligence that supports faster, better-informed outreach decisions.
Solution and impact
Account executives save hours of manual research every week and approach every conversation armed with live intent data, company intelligence, and personalized messaging recommendations. The dashboard surfaces which accounts are in-market, who the key buyers are, and what to say — all updated in real time as new signals emerge. AEs close deals faster and with higher confidence because they're always working from the freshest, most relevant intelligence, prioritized and ready to act on.