Account research and proposal draft
Input
CRM notes, company website, sales deck
Output
Discovery summary, proposal outline, objections
ReviewerAccount executive
← Use cases
WizeOS for Sales
Research accounts and draft proposals without the blank page.
Give sellers grounded account research and proposal drafts from approved material, with customer-facing output reviewed before it goes out.
Map a Sales workflowWorkflows Sales teams repeat
Objection handling prep
Input
Deal notes, pricing, product docs
Output
Likely objections and grounded responses
ReviewerSales manager
CRM-ready call summary
Input
Call transcript, deal stage, next steps
Output
Structured summary and follow-up tasks
ReviewerAccount executive
Knowledge it draws on
- Sales decks & talk tracks
- Pricing & packaging
- Product & case patterns
Governance
CRM context is scoped by role, and proposals are reviewed before reaching a customer.