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Description
Effortlessly import or update contact information for potential bidders by simply dragging and dropping from spreadsheets, while simultaneously monitoring engagement for every opportunity. Engage hundreds of buyers with the same ease as one, quickly generate multiple emails using templates that come fully watermarked and password protected, effectively reducing errors and saving significant time. Receive near-instant updates regarding buyer interactions and critical deal milestones. With just one click, export real-time data to facilitate informed decision-making based on a unified source of truth. Gain insights into buyer behavior across various opportunities, enhancing your strategic perspective like never before. Assess deal likelihood and market trends with unprecedented clarity, and integrate Outreach with your customer relationship management (CRM) system for a seamless two-way data exchange, ensuring continuity and optimal return on your CRM investment. This integration not only maximizes efficiency but also strengthens your overall sales strategy.
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.
API Access
Has API
API Access
Has API
Integrations
Datasite Acquire
Datasite Diligence Virtual Data Room
Datasite Prepare
Google Chrome
Microsoft Edge
Mozilla Firefox
Safari
Integrations
Datasite Acquire
Datasite Diligence Virtual Data Room
Datasite Prepare
Google Chrome
Microsoft Edge
Mozilla Firefox
Safari
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Datasite
Founded
1968
Country
United States
Website
www.datasite.com/en/products/outreach
Vendor Details
Company Name
Dealwize
Country
United States
Website
dealwize.co
Product Features
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview