Quick Start Guide
Welcome to RevWiser! This guide will help you get up and running quickly so you can start experiencing the power of AI-driven sales enablement. Follow these steps to set up your organization and begin transforming your sales process.
Getting Started Overview
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│ QUICK START JOURNEY │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │
│ │ STEP 1 │ │ STEP 2 │ │ STEP 3 │ │
│ │ ORGANIZATION │───▶│ KNOWLEDGE │───▶│ METHODOLOGY │ │
│ │ SETUP │ │ BASE │ │ FRAMEWORK │ │
│ │ │ │ │ │ │ │
│ │ • Create │ │ • Product │ │ • Choose │ │
│ │ Account │ │ Information │ │ Template │ │
│ │ • Invite Team │ │ • ICP │ │ • Configure │ │
│ │ • Configure │ │ • Case Studies │ │ Stages │ │
│ │ Settings │ │ • Solutions │ │ • Set Up │ │
│ │ • Set Up │ │ • Competitors │ │ Requirements │ │
│ │ Structure │ │ │ │ • Define Roles │ │
│ └─────────────────┘ └─────────────────┘ └─────────────────┘ │
│ │ │ │ │
│ └───────────────────────┼───────────────────────┘ │
│ │ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │
│ │ STEP 4 │ │ STEP 5 │ │ STEP 6 │ │
│ │ MEETING │ │ AI FEATURES │ │ OPTIMIZATION │ │
│ │ INTEGRATION │ │ ACTIVATION │ │ & TRAINING │ │
│ │ │ │ │ │ │ │
│ │ • Connect │ │ • Meeting │ │ • Review │ │
│ │ Platforms │ │ Analysis │ │ Results │ │
│ │ • Configure │ │ • Account │ │ • Explore │ │
│ │ Settings │ │ Research │ │ Dashboard │ │
│ │ • Set Up │ │ • AI Sales │ │ • Customize │ │
│ │ Recording │ │ Assistant │ │ • Start Using │ │
│ │ • Configure │ │ • Start Using │ │ • Train Team │ │
│ │ Alerts │ │ Features │ │ • Iterate │ │
│ └─────────────────┘ └─────────────────┘ └─────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
Setting Up Your Organization
The first step is to establish your organization's foundation in RevWiser. This creates the structure that will support your entire team and ensure everyone has access to the right tools and information.
Start by creating your organization account at RevWiser.com. This is where you'll manage your team, configure settings, and control access to different features. Once your account is created, invite your team members and assign appropriate roles based on their responsibilities. Consider who needs access to sensitive information, who should be able to modify methodologies, and who should have administrative privileges.
Configure your organization settings to match your business needs. This includes setting up your team structure, defining reporting relationships, and establishing any specific workflows or processes that are unique to your organization. These settings will help the AI understand your business context and provide more relevant recommendations.
Building Your Knowledge Base
Your knowledge base is the foundation that powers all of RevWiser's AI capabilities. Think of it as teaching your AI everything it needs to know about your business, products, customers, and market. The more comprehensive this knowledge base is, the more intelligent and helpful your AI will be.
Knowledge Base Setup Process
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│ KNOWLEDGE BASE SETUP PROCESS │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │
│ │ PRODUCT │ │ ICP │ │ CASE STUDIES │ │
│ │ INFORMATION │ │ DEFINITION │ │ & SOLUTIONS │ │
│ │ │ │ │ │ │ │
│ │ • Features & │ │ • Target │ │ • Customer │ │
│ │ Benefits │ │ Industries │ │ Success │ │
│ │ • Use Cases │ │ • Company │ │ Stories │ │
│ │ • Pricing │ │ Sizes │ │ • Solution │ │
│ │ • Technical │ │ • Decision │ │ Frameworks │ │
│ │ Specs │ │ Makers │ │ • Implementation│ │
│ │ • Integration │ │ • Pain Points │ │ Examples │ │
│ │ Requirements │ │ • Success │ │ Criteria │ │
│ │ │ │ │ │ │ │
│ └─────────────────┘ └─────────────────┘ └─────────────────┘ │
│ │ │ │ │
│ └───────────────────────┼───────────────────────┘ │
│ │ │
│ ┌─────────────────────────────────────────────────────────────────────┐ │
│ │ CONTENT INGESTION METHODS │ │
│ │ │ │
│ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │
│ │ │ URL │ │ GOOGLE │ │ MANUAL │ │ AI │ │ │
│ │ │ EXTRACTION │ │ SLIDES │ │ ENTRY │ │ PROCESSING │ │ │
│ │ │ │ │ │ │ │ │ │ │ │
│ │ │ • Website │ │ • Case │ │ • Direct │ │ • Content │ │ │
│ │ │ URLs │ │ Study │ │ Creation │ │ Analysis │ │ │
│ │ │ • Product │ │ Import │ │ • Rich Text │ │ • Auto- │ │ │
│ │ │ Pages │ │ • Success │ │ Editing │ │ Tagging │ │ │
│ │ │ • Auto- │ │ Stories │ │ • Categor- │ │ • Indexing │ │ │
│ │ │ Scraping │ │ • Real-time │ │ ization │ │ • Linking │ │ │
│ │ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │ │
│ └─────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
Adding Product Information
Begin by adding detailed information about your products and services. This includes features, specifications, use cases, and benefits. Don't just list what your product does—explain how it solves customer problems and delivers value. The AI needs to understand not just the technical details, but the business impact and customer benefits.
You can import content from your existing website by providing URLs, or connect Google Slides specifically for case study content. For other knowledge base content, you'll need to use manual entry or URL extraction methods. This approach ensures your knowledge base stays current with your latest product information and marketing materials.
Defining Your Ideal Customer Profile
Your Ideal Customer Profile (ICP) helps the AI understand who your best customers are and how to identify promising opportunities. Define target industries, company sizes, key decision makers, and the specific pain points your solution addresses. Include budget indicators, timeline expectations, and success criteria that signal when a prospect is a good fit.
This information enables the AI to qualify prospects more effectively, understand their challenges in context, and position your solution appropriately during sales conversations.
Creating Case Studies and Solutions
Success stories are powerful tools for building credibility and demonstrating value. Upload detailed case studies that include customer backgrounds, challenges faced, solution implementation details, and results achieved. Include ROI metrics, implementation timelines, and key stakeholders involved in the decision-making process.
Create solution frameworks for common customer scenarios. These pre-configured approaches help the AI quickly identify the right solution for familiar challenges, saving time and ensuring consistency across similar opportunities.
Configuring Your Sales Methodology
Your sales methodology is the roadmap that guides your team through every deal. It ensures consistent execution and helps prevent deals from getting stuck or advancing prematurely. RevWiser provides pre-built templates for common sales scenarios, or you can create a custom methodology that matches your specific process.
Methodology Configuration Flow
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│ METHODOLOGY CONFIGURATION │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │
│ │ TEMPLATE │ │ STAGE │ │ AI │ │
│ │ SELECTION │ │ CONFIGURATION │ │ INTEGRATION │ │
│ │ │ │ │ │ │ │
│ │ • Enterprise │ │ • Exit │ │ • Meeting │ │
│ │ Database │ │ Requirements │ │ Analysis │ │
│ │ • SaaS │ │ • Success │ │ • Stage │ │
│ │ Workflow │ │ Criteria │ │ Tracking │ │
│ │ • Custom │ │ • Required │ │ • Risk │ │
│ │ Methodology │ │ Roles │ │ • Next Steps │ │
│ │ • Industry- │ │ • Warning │ │ Guidance │ │
│ │ Specific │ │ Flags │ │ • Performance │ │
│ │ • Complexity │ │ • Objection │ │ • Performance │ │
│ │ Levels │ │ • Handling │ │ Analytics │ │
│ └─────────────────┘ └─────────────────┘ └─────────────────┘ │
│ │ │ │ │
│ └───────────────────────┼───────────────────────┘ │
│ │ │
│ ┌─────────────────────────────────────────────────────────────────────┐ │
│ │ STAGE COMPONENTS DETAIL │ │
│ │ │ │
│ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │
│ │ │ EXIT │ │ SUCCESS │ │ ROLES │ │ WARNING │ │ │
│ │ │ REQUIREMENTS│ │ CRITERIA │ │ │ │ FLAGS │ │ │
│ │ │ │ │ │ │ │ │ │ │ │
│ │ │ • Mandatory │ │ • Weighted │ │ • Champion │ │ • Risk │ │ │
│ │ │ • Optional │ │ Factors │ │ • Economic │ │ Indicators│ │ │
│ │ │ • Evidence │ │ • Measurable│ │ Buyer │ │ • Severity │ │ │
│ │ │ Based │ │ Outcomes │ │ • Technical │ │ Levels │ │ │
│ │ │ • Clear │ │ • Business │ │ Buyer │ │ • Early │ │ │
│ │ │ Criteria │ │ Validation│ │ • User │ │ Detection │ │ │
│ │ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │ │
│ └─────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
Start by choosing a methodology template that most closely matches your current sales process. The Enterprise Database Sales Process is designed for complex technical sales with multiple stakeholders and long sales cycles. The SaaS Workflow Sales Process is optimized for faster, simpler sales cycles typical of SMB and mid-market SaaS companies.
Once you've selected a template, customize it to fit your specific needs. Configure each stage with clear exit requirements that prevent premature advancement. These requirements ensure that sales reps complete all essential activities before moving to the next stage. Define success criteria that indicate when a stage is complete and the opportunity is ready to advance.
Set up role assignments to ensure the right expertise is available at each stage. This might include sales representatives, technical experts, legal specialists, or implementation teams. Define warning flags that signal potential issues or risks, and prepare objection handling strategies for common concerns at each stage.
Integrating Your Meeting Platforms
Connect your meeting platforms to enable AI-powered analysis of your sales conversations. RevWiser integrates with popular platforms like Google Meet, Zoom, and Microsoft Teams, automatically detecting and recording your sales meetings.
Meeting Integration Setup
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│ MEETING INTEGRATION SETUP │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │
│ │ PLATFORM │ │ CONFIGURATION │ │ AI ANALYSIS │ │
│ │ CONNECTION │ │ SETTINGS │ │ ACTIVATION │ │
│ │ │ │ │ │ │ │
│ │ • Google Meet │ │ • Transcription │ │ • Real-time │ │
│ │ • Zoom │ │ Preferences │ │ Analysis │ │
│ │ • Microsoft │ │ • Privacy │ │ Context │ │
│ │ Teams │ │ Controls │ │ Integration │ │
│ │ • Webex │ │ • Meeting │ │ Detection │ │
│ │ • Other │ │ Settings │ │ Generation │ │
│ │ Platforms │ │ • Recording │ │ Action Item │ │
│ │ • API Keys │ │ Settings │ │ Extraction │ │
│ │ • Permissions │ │ • Alert │ │ Opportunity │ │
│ │ │ │ Configuration │ │ Updates │ │
│ └─────────────────┘ └─────────────────┘ └─────────────────┘ │
│ │ │ │ │
│ └───────────────────────┼───────────────────────┘ │
│ │ │
│ ┌─────────────────────────────────────────────────────────────────────┐ │
│ │ WORKFLOW AUTOMATION │ │
│ │ │ │
│ │ • Automatic Meeting Detection and Recording │ │
│ │ • Real-time Transcription and Analysis │ │
│ │ • Automatic Opportunity Updates and Insights │ │
│ │ • Action Item Generation and Assignment │ │
│ │ • Risk Assessment and Alert Generation │ │
│ │ • Next Steps Recommendations and Planning │ │
│ └─────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
Configure your transcription and analysis preferences to match your needs. You can choose which meetings to analyze, set privacy controls for sensitive information, and configure how detailed you want the analysis to be. Set up automatic meeting detection so you don't have to manually start recordings for every call.
Configure notification and alert settings to ensure you receive important insights and updates. You might want immediate alerts for warning flags or risk indicators, while other insights can be delivered in daily or weekly summaries.
Starting with AI Features
Once your foundation is in place, you can begin leveraging RevWiser's AI-powered capabilities to transform your sales process.
AI Features Activation
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│ AI FEATURES ACTIVATION │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │
│ │ MEETING │ │ ACCOUNT │ │ AI SALES │ │
│ │ ANALYSIS │ │ RESEARCH │ │ ASSISTANT │ │
│ │ │ │ │ │ │ │
│ │ • Real-time │ │ • Company │ │ • Product │ │
│ │ Insights │ │ Intelligence │ │ Questions │ │
│ │ • Action Items │ │ • Stakeholder │ │ • Case Study │ │
│ │ • Opportunity │ │ Mapping │ │ References │ │
│ │ Updates │ │ • Pain Point │ │ • Competitive │ │
│ │ • Risk │ │ Analysis │ │ Guidance │ │
│ │ Assessment │ │ • Conversation │ │ • Next Steps │ │
│ │ • Next Steps │ │ Starters │ │ Suggestions │ │
│ │ Planning │ │ • Opportunity │ │ • Best │ │
│ │ │ │ Assessment │ │ Practices │ │
│ └─────────────────┘ └─────────────────┘ └─────────────────┘ │
│ │ │ │ │
│ └───────────────────────┼───────────────────────┘ │
│ │ │
│ ┌─────────────────────────────────────────────────────────────────────┐ │
│ │ INTELLIGENCE INTEGRATION │ │
│ │ │ │
│ │ • Knowledge Base Integration for Contextual Analysis │ │
│ │ • Methodology-Driven Insights and Recommendations │ │
│ │ • Real-time Opportunity Health Scoring and Risk Assessment │ │
│ │ • Automated Action Item Generation and Assignment │ │
│ │ • Continuous Learning and Performance Optimization │ │
│ │ • Cross-Platform Intelligence Sharing and Collaboration │ │
│ └─────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
Meeting Analysis
Start recording your sales meetings to experience the power of AI-generated insights. The AI will analyze conversations in real-time, identifying key topics, action items, and opportunity updates. It will reference your knowledge base to provide contextual insights and suggest relevant next steps based on your methodology.
Review the analysis results to see how the AI understands your conversations and provides actionable recommendations. This feedback helps you refine your knowledge base and methodology for even better results.
Account Research
Use the AI to research prospects and generate comprehensive profiles. The system can analyze company information, identify key stakeholders, understand pain points, and generate conversation starters tailored to each prospect. This research helps you prepare more effectively for sales conversations and identify the most promising opportunities.
AI Sales Assistant
Ask questions about your products, customers, or sales process and get instant, accurate answers based on your knowledge base. The AI can explain product features, reference relevant case studies, offer competitive positioning guidance, and suggest next steps based on your methodology. This creates a self-service knowledge system that reduces the need for constant back-and-forth with product experts.
Next Steps and Best Practices
After completing your initial setup, take time to review and refine your configuration based on real-world usage. Review your first meeting analysis results to see how well the AI understands your business context and provides relevant insights.
Continuous Improvement Cycle
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│ CONTINUOUS IMPROVEMENT CYCLE │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │
│ │ REVIEW │ │ OPTIMIZE │ │ TRAIN │ │
│ │ RESULTS │ │ CONFIGURATION │ │ TEAM │ │
│ │ │ │ │ │ │ │
│ │ • Meeting │ │ • Knowledge │ │ • Platform │ │
│ │ Analysis │ │ Base │ │ Training │ │
│ │ Quality │ │ Updates │ │ • Best │ │
│ │ • AI Insights │ │ • Methodology │ │ Practices │ │
│ │ Accuracy │ │ Refinement │ │ • Feature │ │
│ │ • Opportunity │ │ • Integration │ │ Utilization │ │
│ │ Updates │ │ Optimization │ │ • Workflow │ │
│ │ • Performance │ │ • Settings │ │ Integration │ │
│ │ Metrics │ │ Adjustment │ │ • Ongoing │ │
│ │ │ │ │ │ Support │ │
│ └─────────────────┘ └─────────────────┘ └─────────────────┘ │
│ │ │ │ │
│ └───────────────────────┼───────────────────────┘ │
│ │ │
│ ┌─────────────────────────────────────────────────────────────────────┐ │
│ │ ITERATION & ENHANCEMENT │ │
│ │ │ │
│ │ • Regular Performance Reviews and Feedback Collection │ │
│ │ • Knowledge Base Content Updates and Refinement │ │
│ │ • Methodology Optimization Based on Real-World Results │ │
│ │ • Team Training and Skill Development Programs │ │
│ │ • Advanced Feature Adoption and Workflow Integration │ │
│ │ • Continuous Platform Learning and Intelligence Enhancement │ │
│ └─────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────┘
Explore the dashboard and insights features to understand how RevWiser tracks your sales performance and identifies opportunities for improvement. Customize your sales methodology further based on what you learn about your actual sales process and team needs.
Continue adding knowledge base content as you identify gaps or new information that would be valuable for the AI. Regular updates ensure your AI stays current with your latest products, market changes, and competitive landscape.
Train your team on platform best practices to ensure everyone gets maximum value from RevWiser. This includes understanding how to interpret AI insights, when to trust AI recommendations, and how to provide feedback that helps improve the system over time.
Remember that RevWiser is designed to learn and improve with use. The more you use it, the better it becomes at understanding your business and providing valuable insights. Start with the basics, get comfortable with the core features, and gradually explore more advanced capabilities as your team becomes more familiar with the platform.