Turn customer intelligence into winning sales assets

Learn how sales teams can gather customer insights, collaborate in a shared workspace, and turn validated intelligence into on‑brand presentations and proposals — faster and with greater confidence. This use case is designed to be completed in sequence, with each video building on the previous step.

Best for: Account executives, sales managers, deal teams, and anyone preparing customer‑facing sales materials for meetings, presentations, or proposals.

Try it: Explore this sales workflow hands‑on right now.

Step 1. Understand your customer with AI‑powered insights

Start by learning how to collect customer documents, analyze key information, and use AI‑powered summaries and insights to understand customer needs and prepare for more effective sales conversations.

Step 2. Move deals forward with focused team collaboration

Insights are now ready for team review. Learn how to collaborate on customer accounts in a shared workspace, keep stakeholders aligned with role‑based access, and review insights, notes, and documents without losing context or control.

Step 3. Accelerate deals with sales‑ready content

Feedback is complete and content is ready to deliver. Learn how to turn validated customer insights into polished, on‑brand sales presentations and proposals—without starting from scratch or relying on design support.

You now have a repeatable process for understanding customers, collaborating with stakeholders, and delivering sales‑ready presentations and proposals using Acrobat Studio.