Account research and proposal draft
Bring
CRM notes, company website, sales deck
Get back
Discovery summary, proposal outline, objections
← 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 workflowHow Sales teams use WizeOS
Objection handling prep
Bring
Deal notes, pricing, product docs
Get back
Likely objections and grounded responses
CRM-ready call summary
Bring
Call transcript, deal stage, next steps
Get back
Structured summary and follow-up tasks
Knowledge it draws on
- Sales decks & talk tracks
- Pricing & packaging
- Product & case patterns
Governance
Use roles to control who sees what, and keep a review step before proposals reach a customer.