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features
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support

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Write a Review

Description

Dealwize functions as an autonomous AI Sales Agent tailored for B2B revenue teams, facilitating the advancement of deals through improved clarity by processing every call, transcript, and email. It automatically generates mutual action plans, gathers qualification data, identifies potential risks, monitors buyer engagement, and ensures that sellers and buyers remain synchronized with a unified plan. By inputting a call recording, meeting notes, transcript, or email exchange, the AI efficiently pulls out crucial elements such as milestones, responsible parties, next steps, objectives, risks, stakeholders, and qualification indicators, subsequently updating a client-ready roadmap without any manual intervention. The AI Deal Health feature offers an unbiased assessment of the quality of opportunities by identifying absent budgets, unengaged economic buyers, legal or security hurdles, potential ghost risks, and other challenges before they can disrupt the sales forecast. Additionally, Dealwize extracts frameworks like MEDDIC, BANT, and CHAMP directly from discussions with customers, significantly minimizing the need for manual CRM tasks and allowing sales teams to focus on strategic initiatives. This comprehensive approach not only enhances the efficiency of revenue teams but also increases their ability to close deals effectively and maintain strong client relationships.

Description

Implement the successful strategies from your top-performing representatives across the entire organization to enhance business development. Tailor the agents to align seamlessly with your team’s specific workflows for maximum efficiency. They will populate CRM fields, generate deals, and refresh information instantly according to established guidelines. Conduct in-depth research on companies and potential clients to improve your ability to target and assess leads effectively. Ensure that prospects receive timely follow-up communications while deal stages are updated automatically within the CRM. Craft and dispatch personalized outreach messages grounded in thorough research about companies and prospects. Leads are automatically assigned to the appropriate sales representatives based on various factors such as geography, timing, and product expertise. By automating CRM functions, you can establish a new pipeline aimed at closing more deals. Focus on engaging only with high-quality leads through meticulous research and an automated scoring system. Increase SDR productivity by automating customized follow-ups, while also handling meeting creation and rescheduling automatically, taking time zones into account. This approach guarantees prompt follow-ups with automated emails until a deal is finalized, ensuring no opportunity is overlooked. By integrating these practices, your sales process can become both more efficient and effective.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Apollo No 
Google Sheets No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Excel No 
Microsoft Teams No 
Salesforce No 
Slack No 
ZoomInfo No 

Integrations

Apollo Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Excel Yes 
Microsoft Teams Yes 
Salesforce Yes 
Slack Yes 
ZoomInfo Yes 

Pricing Details

$49 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Dealwize

Country

United States

Website

dealwize.co

Vendor Details

Company Name

Locale.ai

Founded

2019

Country

United States

Website

locale.ai/

Product Features

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Alternatives

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