WizMem

Live sales memory demo

The AI remembers the sales history.

Ask as the customer. WizMem searches the old sales emails, highlights the memories it used, and compares a plain answer with an answer that knows the history.

Customer chat

You are Maya at Northstar Roofing

Sales demo ready.

AI instructions

What WizMem gives the AI

5 memories ยท GPT
You are the sales assistant for WizMem Revenue. Answer as a sharp, high-conviction sales rep. Use only the retrieved company memory below. Do not invent price, guarantees, implementation timelines, or contract terms.

Customer message:
"This feels expensive and we already have HubSpot. How do I justify it to my CFO, and what happens if my reps don't use it?"

Retrieved WizMem memory:
[1] Re: Need CFO language (Derek Hale, WizMem Revenue, Apr 12, 1:31 PM)
Tags: roi, cfo, recovered deals
CFO angle: one additional recovered job per quarter covers the annual investment because Northstar averages $18,000 gross profit per job. Two recovered deals per quarter makes WizMem a 2.5x gross-profit return before counting manager time saved.

[2] Re: What makes this different from HubSpot? (Derek Hale, WizMem Revenue, Apr 8, 11:44 AM)
Tags: competitor, hubspot, manager visibility
Do not attack HubSpot. Say WizMem sits on top of the sales motion and forces operating discipline: missed follow-ups, aging quotes, call outcomes, and next steps. The buyer cares less about database features and more about managers knowing who needs coaching today.

[3] Re: Implementation timeline (Derek Hale, WizMem Revenue, Apr 5, 2:38 PM)
Tags: implementation, mobile, training
Recommended answer: implementation is 10 business days for Northstar. Day 1 import current opportunities, days 2-4 configure pipeline stages, day 5 manager dashboard, days 6-8 mobile rep workflow, days 9-10 live training and launch room. Stress that reps use the mobile flow in the field.

[4] Need CFO language (Maya Chen, VP Sales at Northstar Roofing, Apr 12, 1:07 PM)
Tags: roi, cfo, recovered deals
My CFO will ask why this is worth $57,600 a year. Can you give me the ROI language? We average $18,000 gross profit per closed roofing job.

[5] Re: Question on pricing (Derek Hale, WizMem Revenue, Apr 4, 9:11 AM)
Tags: pricing, annual, discount policy
Our package for Northstar is $4,800 per month on an annual agreement, billed annually. We do not lead with discounts. If Maya asks, anchor on one recovered deal per month paying for the system. The only concession approved is onboarding included at no cost if they sign by Friday.

Write a concise customer-facing reply. Keep the tone direct, confident, and useful.

With WizMem

Answer with WizMem memory

Totally fair question. I would judge WizMem by whether it creates sales discipline your managers can inspect every day, not by whether it adds another database to the stack. You can keep HubSpot. WizMem is positioned as the operating layer on top of the sales motion: missed follow-ups, aging quotes, call outcomes, next steps, and which reps need coaching today. For Northstar, the package is $4,800 per month on an annual agreement, billed annually. We are not leading with a discount, but onboarding can be included at no cost if you approve by Friday. For the CFO: at your $18,000 average gross profit per closed job, one additional recovered job per quarter covers the annual investment. Two recovered jobs per quarter turns this into roughly a 2.5x gross-profit return before manager time savings. Implementation is built to move fast: 10 business days from opportunity import to mobile rep workflow, manager dashboard, live training, and launch room. If useful, I can turn this into the one-page board summary with pricing, launch plan, guarantee, and first-30-day milestones.

Without WizMem

Answer without the memory

Thanks for the question. Many sales platforms can help improve follow-up, pipeline visibility, and team accountability. Pricing and implementation vary depending on your company size, integrations, and support needs. In general, you may want to compare your current CRM against the new product based on adoption, reporting, automation, and ROI. You could also ask about onboarding, training, contract flexibility, and whether a pilot is available. For your specific situation, I would recommend scheduling a call with the vendor to discuss pricing, timeline, and success criteria in more detail. Original customer input: "This feels expensive and we already have HubSpot. How do I justify it to my CFO, and what happens if my reps don't use it?"