Accord Intelligence is Accord’s AI functionality that is built into sellers’ workflows.
Table of Contents
- What is Accord Intelligence
- What is Accord Intelligence Used for
- Getting Started with Accord Intelligence
- Testing & Verifying Accord Intelligence’s Output on Summary Pages
- Best Practices
What is Accord Intelligence?
Accord Intelligence brings the power of AI to sellers' workflows, making it feel like a natural extension of what they are doing every day.
Think of it as an extension of your team for Account Planning and Deal Execution. It helps reps execute on proven playbooks, leaders get real visibility into deal health, and everyone operates with more focus and less guesswork—without needing to login to a new system.
Accord Intelligence synthesizes context from your internal playbooks, accord data, and external research on target companies to generate high-quality outputs in seconds.
Key Benefits:
- Reduces hours spent on time-intensive sales activities like account plan research and business case builds
- Increases AI adoption by embedding it directly into seller workflows
- Ensures alignment with company-specific messaging and strategy
- Provides increased visibility into deal execution and coaching opportunities
What is Accord Intelligence Used for
Accord Intelligence supports revenue teams by generating and updating the following types of content with the click of a button within an Accord's Summary Page:
- Account Plan Research
Create value-based account plans with one click. - Mutual Action Plans (MAPs)
Draft executive summaries aligned with your company's best practices and approved messaging in minutes. - Business Cases
Produce executive-ready, finance-proof business cases with one click.
Plus, it can be used for:
- Stakeholder Mapping
Proactively identify key stakeholders within deals and accounts. Learn more here. - Deal Inspection (Coming Soon)
Get real-time visibility and coaching opportunities through instant deal-level insights.
Getting Started with Accord Intelligence
Getting started with Accord Intelligence is simple, and the best place to start is configuring it to populate your Summary Pages. Pick a Playbook and ensure that:
- Playbook Positioning is set up. Check out Best Practices for Playbook Positioning for more details. This is where you can align output to your messaging and brand voice, and save your reps from having to write their own prompts.
- Each section of the Summary page is populated with headers and content suggestions. This helps AI draft accurate business cases, summaries, etc., in every future Accord created from the Playbook.
Testing & Verifying Accord Intelligence’s Output on Summary Pages
Once your Playbook Positioning set up, go to an Accord (created from the Playbook) and navigate to the Summary page.
Click the Accord Intelligence button so that the AI can populate all sections of your Summary Page.
Best Practices
- Accord Intelligence is meant to preserve the way text is formatted in the Summary Page. Be mindful of where you use bold, italic, or underlined formatting in the Summary Page because Accord Intelligence will maintain formatting in its
- Include formatting notes for Accord Intelligence in the rich text areas of the Summary Page. For example "Answer in two sentences or less" will help Accord Intelligence figure out how long its output should be—example:
