# Wiser Sales Intelligence Reviews **Vendor:** Wiser AI **Category:** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) **Average Rating:** 5.0/5.0 **Total Reviews:** 15 ## About Wiser Sales Intelligence Wiser is an AI-driven revenue intelligence platform that helps sales teams focus on selling - not Salesforce and tool hopping - by automating the most time-consuming parts of the sales cycle. From account research and pre-meeting briefings to pipeline coaching and automated follow-ups, Wiser increases productivity by up to 50% and turns every rep into a top performer. Key Benefits Automated Account Planning: Instantly compile critical intel—company priorities, competitors, stakeholder profiles—into actionable plans. Meeting Prep in Minutes: Walk into every call with relevant context, past conversations, and recommended talking points at your fingertips. Real-Time Deal Intelligence: Centralize and analyze all your deal data, ensuring no important detail slips through the cracks. AI-Powered Follow-Ups: Draft personalized follow-up emails and sync action items to your CRM automatically, saving hours on post-call admin work. Live Coaching & Insights: Get situational guidance on discovery questions and objection handling right when you need it. Meeting Notetaking and Call Recording: Record, share, and analyze your sales teams recordings for coaching opportunities, next steps, and more. Effortless Setup: Onboard in under five minutes, then watch your reps reclaim hours of admin time each week. ## Wiser Sales Intelligence Pros & Cons **What users like:** - Users benefit from **time-saving efficiency** with Wiser, drastically reducing the time spent on reviewing meetings and pipelines. (8 reviews) - Users praise the **top-tier customer support** of Wiser, ensuring maximum benefit from the platform's features. (4 reviews) - Users appreciate the **high accuracy** of Wiser, enhancing coaching efficiency and improving deal visibility and performance. (3 reviews) - Users highly value the **automation features** of Wiser Sales Intelligence, dramatically reducing time spent on coaching and reviews. (3 reviews) - Users praise Wiser Sales Intelligence for its **efficiency** , significantly reducing time spent on reviews and enhancing team performance. (3 reviews) - Integrations (3 reviews) - Navigation Ease (3 reviews) - Salesforce Integration (3 reviews) - Access (2 reviews) - Call Recording (2 reviews) **What users dislike:** - Users find the **difficult navigation** of Wiser Sales Intelligence challenging initially, despite its rich data and intuitive features. (3 reviews) - Users experience a **steep learning curve** initially, but find the software becomes easier to use over time. (2 reviews) - Users find the **difficult learning curve** frustrating initially, though familiarity leads to a more intuitive experience. (1 reviews) - Users find that the **filtering issues** in Wiser Sales Intelligence affect the layout and ease of use. (1 reviews) - Users find the **layout issues** in Wiser Sales Intelligence can hinder ease of use when filtering for calls. (1 reviews) - Not Intuitive (1 reviews) ## Wiser Sales Intelligence Reviews ### 1. No more manually updating your CRM, have Wiser do it for you! **Rating:** 5.0/5.0 stars **Reviewed by:** CJ P. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Wiser Sales Intelligence?** Wiser updates our CRM with information from online meetings and phone conversations dynamically, saving our team on the front lines hours of time every week. Wiser syncs to many objects such as the lead, contact, account and opportunity in Salesforce Cory and the team also provided us white-glove onboarding service and we had constant touchpoints to make sure we were cared for during our onboarding. Would highly recommend! **What do you dislike about Wiser Sales Intelligence?** When filtering for calls the layout and ease of use isn't the easiest but still works well **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Wiser dynamically updates the CRM given conversation history from a recorded call. Wiser also is very helpful with conversation intelligence, I record my internal meetings on there and I can revisit them and make sure I have scope on everything I need thanks to Wiser's AI responses. ### 2. A Game-Changer for Sales Call Coaching and Intelligence **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Wiser Sales Intelligence?** Wiser has completely streamlined our call review and coaching process. The interface is intuitive, making it easy to find, filter, and analyze calls. I especially appreciate how it highlights key moments in conversations, making coaching more targeted and efficient. The ability to tag, comment, and share specific sections of calls with the team has significantly improved collaboration and feedback cycles. **What do you dislike about Wiser Sales Intelligence?** Honestly, I haven't encountered any downsides so far. Wiser has consistently met—and even exceeded—our expectations in terms of functionality, usability, and impact on sales enablement. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Wiser is solving the challenge of inefficient and inconsistent call reviews. Before using it, we relied heavily on manual processes to listen, take notes, and coach—often leading to missed insights and slow feedback loops. With Wiser, we can quickly pinpoint skill gaps, identify patterns across calls, and deliver timely, actionable coaching. It’s also helped us standardize how we evaluate discovery and intro calls, which has improved alignment across our sales team and contributed to faster ramp-up times and stronger performance overall. ### 3. MUST have Sales Intelligence tool **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher B. | GTM, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Wiser Sales Intelligence?** Account research and executive summaries save me countless hours per week in follow ups. Also, love how everything populates in Slack where I live. **What do you dislike about Wiser Sales Intelligence?** Nothing. Incredibly easy to use and fast to get set up. Highly recommend if you're looking to arm your reps with superpowers. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Wiser records all our calls so we can focus on the prospect and conversation and not taking notes. Streamlines followups and executive summaries post call and aids in account research for prospecting. ### 4. Ahead of the curve **Rating:** 5.0/5.0 stars **Reviewed by:** Evans D. | Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about Wiser Sales Intelligence?** Wiser streamlines my coaching efforts, letting me review meetings and pipeline in just 1/5th of the time it used to take. Since its deployment, WiserAI has been a game changer for our team. It’s made the process smoother for our BDMs by offering structured prompts and valuable insights before each call. This not only helps them better understand the clients they’re engaging with but also gives them the edge to approach each conversation strategically. The result is a more confident and prepared team, with a clearer understanding of the deals they are working on. Wiser shines by allowing us to provide actionable prompts based on each interaction, eliminating the need for me to manually sift through data. This real-time insight allows us to identify areas of improvement in BDM performance and ensure that no key information is overlooked. Previously, reviewing each interaction was a bit of a pain, and as an individual, I was unable to manually keep up with all the calls and the key details. Now, with WiserAI, I have a clear, real-time overview, which helps us spot errors and improve the accuracy of our reviews. What’s more, WiserAI has helped us streamline our follow-up process, creating consistency across all BDMs and ensuring that each client interaction is handled with the same level of care. **What do you dislike about Wiser Sales Intelligence?** I do not have notable issues with Wiser. The only thing that felt tedious at first was developing the prompts you intended to deploy. However, the Wiser team was quite helpful in handling this, and once the prompts were operational, the procedure became much easier. Another minor problem was creating and defining the search parameters, although this was due to my learning curve rather than the software. However, once everything is in place, everything runs smoothly and the program becomes quite simple to use. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Wiser tackles the issue of time-consuming manual review processes. It streamlines our ability to monitor meetings and pipeline activities, reducing the time required by 80%. It also offers real-time insights and actionable suggestions, making it easier to discover areas for improvement in BDM performance and ensuring that no critical information is overlooked. This helps me focus on strategy, boost team productivity, and guarantee that client interactions are handled consistently and carefully." ### 5. Outstanding Sales Intelligence Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Taigh P. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Wiser Sales Intelligence?** With Wiser’s revenue intelligence, my team collaborates on complex deals, tracking decision details and conversations in one place. It saves me over 10 hours per week I’d otherwise spend digging through transcripts – it’s a game changer for us. More than that, my sales team is able to reference previous calls to uncover areas of opportunity for further discovery, which allows them to tighten their pipeline control, and it aligns us on deal stages without the need for constant updates from them directly. My team loves using this tool as well. **What do you dislike about Wiser Sales Intelligence?** No downside for us--as a new company, Wiser continues to improve its offerings and interface, and I'm able to get immediate support to understand how changes I make affect our CRM instance, slack updates, wiser account tracking, and executive summaries & reviews. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** The tool gives me easy access to the insights I need about conversations, allowing me to tailor my coaching effectively and pinpoint the opportunities for improvement and control related to deals in progress. ### 6. Great tool to manage remote teams **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin B. | VP, Solution Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Wiser Sales Intelligence?** I'm able to get automatic summaries of sales calls that pop right up into slack. This allows me to keep up to date without having to bug the participants. In addition, if I have questions I can simply listen to the call at 1.5x speed to get caught up fast. Super handy. **What do you dislike about Wiser Sales Intelligence?** Some of the searching within the call database could be improved, however I may just need to spend a bit more time with it to make sure I understand how it works. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Managing a remote team, keeping up to date on different opportunities, including my own. ### 7. The best sales intelligence platform by far **Rating:** 5.0/5.0 stars **Reviewed by:** Alex W. | VP of Sales and Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Wiser Sales Intelligence?** Wiser is not just a call recorder. It helps us improve deal visibility and sales velocity by connecting critical dots between call performance and revenue, while cutting the time it takes our managers to review deals for coachable moments by 80%. The API and the speed of their development has been top notch. **What do you dislike about Wiser Sales Intelligence?** It is a new solution so they don't have evey detail we want. But the team does move 5x faster than any other provider we've used iterating their platform. They're building a platform we feel confident in investing in. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** We needed a solution to tie revenue capacity, pipeline velocity and rep coaching insight all in one. ### 8. Empowering Our Sales Team with AI Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Scott M. | Revenue Operations Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about Wiser Sales Intelligence?** Wiser turns unstructured data from calls, Salesforce, and AI-driven research into actionable deal insights that keep our sales team prepared and focused. Plus, their customer support is top-tier, always ensuring we get the most out of the platform. **What do you dislike about Wiser Sales Intelligence?** The UI could use some refinement to make navigation even more intuitive, but the team at Wiser is incredibly responsive and iterates quickly. We’ve already seen significant improvements, and we’re confident they’ll continue to enhance the platform over time. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Wiser helps us aggregate and summarize large amounts of de-centralized information about our sales lifecycle, customers and prospects into easily digestible and actionable insights. ### 9. Awesome for Call Summaries and Key action points as well as Coaching. **Rating:** 5.0/5.0 stars **Reviewed by:** David P. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Wiser Sales Intelligence?** Hubspot integration, Research on prospect, and great Key action points **What do you dislike about Wiser Sales Intelligence?** can not really think of anything. it is very easy to use. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** notes, email for client, coaching ### 10. Huge efficiency driver **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver W. | Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Wiser Sales Intelligence?** Wiser brings research on your account across every area imaginable together with the information you capture across calls with the account itself to give you one place to learn everything you need to navigate your opportunity and win your deal **What do you dislike about Wiser Sales Intelligence?** It can sometimes be tricky to navigate but not so much that you don't know where to look for information **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Wiser saves me 60 min per day of researching where I am in a deal and analyzing my meetings. It's my automated knowledge base for every account and deal ### 11. Great product, very innovative **Rating:** 5.0/5.0 stars **Reviewed by:** José G. | Business Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2025 **What do you like best about Wiser Sales Intelligence?** The only thing better than Wiser's innovative value proposition is their excellent customer support, shout out to Cory! **What do you dislike about Wiser Sales Intelligence?** It's not an issue on the platform itself, but it would be nice if the processing times behind prompts would be optimized. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Prompt and detailed analysis for customer calls. ### 12. Not just another AI notetaker **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Wiser Sales Intelligence?** Wiser is functionally a sales assistant thats an expert in all your accounts. It does research, surfaces important info, and answers questions such as "based on all the calls we've had with Customer X, what might our product's top 3 value propositions be to discuss with our champion?" Or "which products should we demo to Mr Customer Engineer on our call next week?" Highly extensible yet laser focused on usability for AE/SE/CSM users. **What do you dislike about Wiser Sales Intelligence?** Still some rough edges but these are all minor usability issues that are being quickly worked out. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Wiser takes notes on calls but is a central source of knowledge about each account. Most importantly, that knowledge is structured around our sales process and our sales team's needs. ### 13. Early Adopter and Proud of it! **Rating:** 4.5/5.0 stars **Reviewed by:** Mike H. | Director of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2025 **What do you like best about Wiser Sales Intelligence?** Strong use case for research a call planning among team members **What do you dislike about Wiser Sales Intelligence?** Some generic UI maturation still underway **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** This is our primary source of notes, call prep, and internal strategy discussions around deals. ### 14. Wiser saves me a ton of time, and keeps me organized and on top of all of my accounts! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2025 **What do you like best about Wiser Sales Intelligence?** Wiser makes account research easier and so much faster by compiling data sources into one place. The call recording and note taking allows me to be more engaged on calls and makes follow up summaries easy to compile and send. The team is super responsive for questions and troubleshooting if something comes up. **What do you dislike about Wiser Sales Intelligence?** The platform has so much rich data so the UI can be tough to navigate but once you become familiar with the product, it's pretty intuitive. **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Wiser saves me several hours per week on both account research and planning, as well as documenation and staying on top of all of my deals in flight. ### 15. Game changer for conversational intelligence **Rating:** 5.0/5.0 stars **Reviewed by:** Basile S. | Head of Sales, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Wiser Sales Intelligence?** Previously, essential account and deal information often got lost in our customer conversations. Wiser's live customer intelligence enables us to capture key data points from our calls and seamlessly sync them with Salesforce. Coupled with improved accessibility of our customer data before meetings... Wiser is a game changer, and we all use it multiple times daily. The team is insanley easy to work with, and got us started vey quickly. **What do you dislike about Wiser Sales Intelligence?** Still an early tool, but product velocity is impressive, and keeps getting better **What problems is Wiser Sales Intelligence solving and how is that benefiting you?** Better call recordings, better note taking - [View Wiser Sales Intelligence pricing details and edition comparison](https://www.g2.com/products/wiser-sales-intelligence/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+12%3A38%3A19+-0500&secure%5Bsession_id%5D=8cb2a48e-c8f1-46dd-8486-d7524ffcfcc6&secure%5Btoken%5D=86653d848bcf43bc5812551891ccca755bcb71f1ce78db29cdd94c47bfa45d00&format=llm_user) ## Wiser Sales Intelligence Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - [Slack](https://www.g2.com/products/slack/reviews) ## Wiser Sales Intelligence Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Lead Qualification **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Training** - Knowledge Base - Coaching Materials - Playbook Creation - Video Record **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Performance Analysis** - Coaching - Peformance Tracking **Generative AI** - AI Text Summarization **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Wiser Sales Intelligence Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,579 reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - 4.7/5.0 (9,308 reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - 5.0/5.0 (6,766 reviews)