Related Posts
How is Salesforce project in Coforge? WLB etc..
More Posts
Join C2, it’s not boring as this bowl 😼
Anyone have any good audit jokes or one liners?
Additional Posts in Account Management
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.



Automation has been a huge help for me, but I get your concern. I think the best approach is to use automation as a tool, not a replacement. For example, I’ll let AI handle scheduling and reports but always add a personal note or follow-up call to make sure the client feels heard.
Honestly, I think we rely on automation a little too much sometimes. It’s efficient, but if a client notices the difference, that’s a problem. What sets account managers apart is the ability to build trust and tailor interactions, and no AI can replicate that fully.
Totally get it. I like the fact that automated systems can get me what I need faster. But I don’t like to rely on it to do my thinking for me.
I use it to pull reports then I analyze the report and break it down with my own interpretations. The reports give us the data but not the reason for that data or the creative problem solving to optimize. It also doesn’t give us the best way to breakdown based on each clients unique need.
Automated schedulers have not worked for me. They don’t factor in all the nuances of people’s day. Like if a client has to take their kids to school in the morning. Or if there’s a birthday coming up. I’ll use it to help me narrow down good times but then I still think through those human elements when I select the right slot.
I do love the automated note taking apps. Saves me a ton of time. But I still have to read it over for accuracy, tone, voice and structural approach for each client.
Ai is just like any tool. It can be used the right way or the wrong way. It still takes a human to decide how to use it best.
Agree that automation tools have been a huge life saver and a lot of them do a really great job with little extra effort needed to make them actually work. All that being said, there is still need for some things to need the human interaction, or else what is the point of working with you versus anybody else.