Tools
Every account executive needs a good CRM (Customer Relationship Management) tool for dealing with various clients. An AE's inbox can be a nightmare if not handled properly. CRM tools help sort out communication with accounts, and some of them even have video and phone calls included, so you can keep track of when you spoke to whom.
Project management tools are necessary because they make collaboration with teams and clients so easy! It's hard to stay on top of projects when everything is all around the place. Task management, file sharing, and messaging all in one help sort out information about a project's progress.
A good presentation tool is essential, especially when meeting new clients. Presentation is everything when it comes to making an excellent first impression.
Zoom has been used worldwide since the start of the pandemic for video calls and screen sharing, but there are also some alternatives, such as Whereby. Also, Google Slides and Keynote are the most popular tools for creating presentations.
Do yourself a favor and hire a designer to help you create the perfect brochure your company will be proud of.