Industries · SaaS & Technology

The AI sales teammate for SaaS and technology sales teams

Built for AEs and SDRs running high-volume pipelines against build-versus-buy, free tiers, and procurement. WingRep preps every call, assists live when the objection lands, and writes the CRM update and follow-up the moment you hang up.

Free to try. No credit card. Works with the tools you already use.

Before the call
Lumen Data · Platform Evaluation
11:00 AM · 30m · AE + Sales Engineer
Prep
ChatPrep
Who you're meeting
Alina Petrov, Director of Engineering at Lumen Data. Evaluating alongside an in-house build. Their VP Product joins at minute 10.
Where things stand
Pilot ends in three weeks with two of five teams active. Last call stalled on SSO and seat provisioning for the wider rollout.
Gameplan1/3
Open on pilot usage, not the roadmap
Answer build-versus-buy with the maintenance cost
Confirm the expansion budget owner
Software and technology teams are among WingRep's top users
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What it is

The short version.

An AI sales teammate for SaaS and technology companies prepares reps for demos, technical evaluations, and expansion conversations, assists them in real time during the call, and automates the follow-up and CRM update afterward. WingRep works before, during, and after every call instead of just recording it: a Gameplan email the night before, live assistance while the buyer is talking, a follow-up draft in your voice, and a HubSpot or Salesforce update the second you hang up.

The problem

What we hear from SaaS sales teams.

High call volume, a technical buyer, and a build-versus-buy conversation waiting in every deal.

01
Six calls a day, no time to prep

Reps run back-to-back meetings across unrelated accounts. Prep gets skipped, and the first five minutes get spent rebuilding context the buyer already gave you.

"I joined the call and had no idea where we left off."

02
Build versus buy comes up every time

Technical buyers believe they can build it in a quarter. Beating that takes a specific answer about maintenance, roadmap, and time to value, not a feature list.

"They said their team could ship this internally."

03
Pilots stall and nobody notices

A pilot with two of five teams active is a lost renewal in slow motion. Without usage tied to the conversation, reps find out at the renewal call.

"The pilot went quiet and we didn't catch it."

04
The CRM is a week behind reality

Notes get written on Friday for calls that happened on Monday. Forecasts run on recall, and the buyer's actual language never makes it into the record.

"Our pipeline review is guesswork."

The workflow

How WingRep works around a SaaS evaluation call.

One rep, one hour, three moments. WingRep shows up for all of them.

01 · The night before

A Gameplan email lands in the inbox at 5 PM.

WingRep reads the CRM record, past calls, and open threads on the account. It writes the brief the rep would have written with two spare hours: who is in the room, which objection stalled the last call, and what proof to bring. The AE and the sales engineer get the same one.

Runs on desktop and mobileAE and SE aligned
Before the call
Tomorrow: Lumen Data
Gameplan delivered 5:02 PM · 11:00 AM ET
Prep
ChatPrep
Lead with
Open on pilot adoption and the three teams still waiting, not on the roadmap.
Watch for
Alina will raise building it in-house again. Have the maintenance and time-to-value comparison ready before she does.
Brief written from CRM, past calls, and open threads
Delivered to inbox and mobile
02 · Live on the call

A slim tab surfaces guidance while the buyer is still talking.

When the engineering lead says they could build it internally, WingRep surfaces the maintenance-cost answer. When you are twenty minutes in and still have not confirmed the expansion budget owner, it nudges you to ask. The buyer never sees any of it.

Zoom, Meet, TeamsNon-disruptive UI
During the call
Lumen Data · Platform Evaluation
11:14 AM · 30m
Live
ChatLive
WingRepLIVE NUDGE×
Answer build-versus-buy with the maintenance math
  • "Two engineers for a quarter builds v1. Keeping it current is the part teams underestimate. You'd be live across all five teams in two weeks instead."
  • You haven't confirmed who owns the expansion budget
Talk ratio
You 45% · Them 55%
03 · The moment you hang up

Follow-up drafted. CRM updated. Next step booked.

Within a minute of the call ending, WingRep drops a recap in your outbox in your voice with the buyer's own language intact, writes the CRM update in HubSpot or Salesforce, and books the next step. Open technical items become tasks instead of surprises.

HubSpot & Salesforce write-backMEDDIC, BANT, SPICED
After the call
Lumen Data · Platform Evaluation
11:32 AM · 30m
Discuss
ChatDiscuss
Score8.7
You anchored on pilot adoption and cleared build-versus-buy with the maintenance comparison. Alina confirmed the VP Product owns the expansion budget.
Next time
Bring the SSO and provisioning detail earlier. It surfaced twice and pushed the rollout question to the end.
Follow-up email drafted (in your voice)
CRM stage updated to Technical Validation
Rollout planning call booked with the VP Product
SSO provisioning task filed to the SE
What teams are reporting

What SaaS sales leaders are telling us.

Based on conversations with customers running high-volume software sales motions.

Prepped for every call, not just the big ones

Six meetings a day each get a brief, so reps stop spending the first five minutes rebuilding context.

Build-versus-buy handled in the room

The maintenance and time-to-value answer shows up while the objection is live instead of in a follow-up email.

A CRM that matches reality

Updates land within a minute of the call in the buyer's own language, so pipeline reviews run on evidence.

Why SaaS sales teams pick WingRep

Three things a recorder can't do in an evaluation call.

Passive summary is one category. Active workflow is a different one, and it is the one that wins the evaluation.

PREP
Prep that scales with call volume

Every meeting on the calendar gets a Gameplan, so a rep running six calls a day walks into all six with context instead of one.

OBJN
Objection answers on demand

Build-versus-buy, pricing, security, and free-tier comparisons get answered in the moment from your own approved materials.

FLOW
Workflow, not another chatbot

It drafts the follow-up in the buyer's language, updates the CRM, files the technical tasks, and books the next step. It closes its own loops.

FAQs

Questions from SaaS sales leaders.

The ones we get on every discovery call.

It is software that prepares reps for demos, technical evaluations, and expansion calls, assists them in real time during the conversation, and automates the post-call CRM update and follow-up. WingRep is an AI sales teammate built for that motion, it works before, during, and after every call instead of just recording it.

Give every SaaS rep a WingRep.

Free to try. No credit card. Works with HubSpot, Salesforce, Zoom, Google Meet, and Teams.

Try WingRep FreeBook a Live Demo
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