Financial Proposal
Requested Knowledge: Domain & Company
Adapting a generic pricing model to specific customer needs involves negotiating differently with each customer, addressing their unique requirements, and accommodating various invoicing methods.
Pain Point
Steps to Follow
Specific guidelines for the user flow within Wiserwork, step by step.
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Step 1
WORKFLOW PROGRESS: 30%
Initiate a conversation with an AI assistant for initial guidance.
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Step 2
WORKFLOW PROGRESS: 65%
Schedule a collaborative call with the Sales Head and gather specific Company & Domain knowledge.
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Step 3
WORKFLOW PROGRESS: 90%
Extract specific account and project insights from this colleague.
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Step 4
WORKFLOW PROGRESS: 90%
Refine and update the deliverable based on the newly acquired insights.
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Step 5
WORKFLOW PROGRESS: 90%
Store and leverage this gathered knowledge for future financial proposals to potential clients.
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.