Sales Pursuit Workspace
Sales teams need fast, consistent answers across complex deals with SSO integration and custom domains for seamless access.
User Story
"I'm a sales director at a B2B SaaS company. Our sales teams work on complex deals with RFPs, competitive analysis, and custom proposals. We were using ChatGPT to draft proposals, but deal information was leaking to external AI. We switched to SUPERWISE /chat with workspace templates, and now each deal has its own workspace with all context. Sales reps get instant answers about products, competitors, and pricing—all private and auditable. Deal velocity increased 40%."
Scenario
- Role
- Sales Director
- Industry
- B2B SaaS
- Challenge
- Complex deals require fast, consistent answers; deal information exposed to external AI; inconsistent proposal quality
- Solution
- SUPERWISE /chat sales pursuit workspaces with SSO, workspace templates, and specialized sales agents
- Outcome
- 40% faster deal velocity, private deal information, consistent proposal quality, complete auditability
How It Works
Step-by-step workflow with feature references
Create Deal Workspace
Sales manager creates deal workspace using workspace template (Business+)
Upload Deal Materials
Upload RFP documents, customer requirements, competitive analysis, pricing sheets
Sales Team Collaboration
Sales reps ask questions: "What are our key differentiators vs Competitor X
Feature Mapping
SUPERWISE and Open WebUI features that power this use case
SUPERWISE Features
- •SSO integration for seamless team access (Professional+)
- •Workspace templates for consistent deal processes (Business+)
- •Higher file upload limits for complex RFPs (Business+)
- •Admin reporting to track deal pipeline and win rates (Business+)
Open WebUI Features
- •Workspace organization
- •File uploads and document management
- •Conversation history per workspace
- •Team collaboration features
Feature Combinations
- →Deal workspaces with Knowledge collections for RFP and competitive intelligence
- →Workspace templates ensuring consistent sales processes across all pursuits
- →Admin reporting tracking deal velocity and agent effectiveness
What You Get
- SSO integration for seamless team access (Professional+).
- Workspace templates for consistent deal processes (Business+).
- Higher file upload limits for complex RFPs (Business+).
- Admin reporting to track deal velocity and win rates.
Why SUPERWISE
Sales pursuits require SSO (Professional+) and workspace templates (Business+) for scale. Admin reporting provides visibility into deal pipeline and agent effectiveness across all pursuits.
Ready to Get Started with Sales Pursuit Workspace?
See how SUPERWISE /chat enables safe, confident AI use for your team.
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