Customize sales presentation script

Requested Knowledge: Project & Account

Sales teams struggle to quickly adapt standard pitches to meet the specific needs and history of known clients, risking engagement and relevance during presentations.

Pain Point

Steps to Follow

Specific guidelines for the user flow within Wiserwork, step by step.

  • Step 1

    WORKFLOW PROGRESS: 30%

    Start by tailoring the initial pitch to focus specifically on areas relevant to the client.

  • Step 2

    WORKFLOW PROGRESS: 60%

    Schedule a collaborative call with the colleague who previously managed this client relationship.

  • Step 3

    WORKFLOW PROGRESS: 60%

    Extract specific account and project insights from this colleague.

  • Step 4

    WORKFLOW PROGRESS: 80%

    Refine the pitch focus further based on the extracted knowledge.

  • Step 5

    WORKFLOW PROGRESS: 80%

    Store and leverage this knowledge for future pitches to potential clients with similar characteristics.

Workflow Progress

Looking to Boost GenAI Adoption Across Your Non-Technical Teams?

Keeping human in the loop is the wiser choice.

Achieve up to:

+400%

+200%

+35%

GenAI Adoption

(now)

Institutional Knowledge

(in 3 months)

stored at the right workflow points

Time Savings

(in 6 months)

per GenAI empowered employee,
up to $11,500 saved/year

Why Wiserwork?

Boost productivity and enhance decision-making by combining the power of GenAI with human expertise. Wiserwork is crafted for sales, marketing, HR, and project management teams to keep your experts in the loop and drive exceptional results.

Instantly connect with expert colleagues

via a collaborative call when their expertise is critical for your deliverable and extract the knowledge you need.

Store and leverage

this gathered knowledge for future reference, enhancing productivity.

Ready to Supercharge Your Team with GenAI?

Boost productivity and enhance decision-making by combining the power of GenAI with human expertise. Wiserwork is crafted to keep your experts in the loop and drive exceptional results.