Dealumi: AI-Powered B2B Proposal Management and Automation Platform
Dealumi is a comprehensive platform for managing and automating the entire B2B proposal process. It brings together company data, product catalogues, price lists, quoting and pricing tools, proposal templates, CRM integrations, sales team management and performance analytics.
Dealumi supports salespeople throughout the entire workflow, from collecting and organizing customer information to product selection, pricing, proposal creation and sales performance analysis.
Unlike generic AI tools, Dealumi works with your company's actual business data, product catalogue, price lists and organizational knowledge. This ensures that AI recommendations and proposal content are based on information provided by your company rather than arbitrary or unverified data.
Key Dealumi features include:
Centralized product catalogue and price lists: Manage products, services, descriptions, specifications and pricing in one place.
Quoting and calculation module: Create quotes using predefined pricing rules, discounts and calculations.
Proposal templates: Create and manage templates to maintain a consistent proposal standard across the entire sales team.
Template scanner: Analyze existing DOCX and PDF documents to help transfer your company's proposal formats into Dealumi.
Structured data collection: Organize customer requirements, sales opportunity information and all the data needed to prepare proposals.
CRM integrations: Connect the proposal workflow with customer and sales data stored in CRM systems.
AI-powered product recommendations: Recommend relevant products and complementary solutions while identifying cross-selling and upselling opportunities based on your actual product catalogue and company knowledge.
Sales team management: Provide a shared working environment for salespeople, manage the proposal process centrally and monitor team activity and performance.
Dashboards and sales analytics: Analyze proposals, salesperson activity, sales effectiveness and performance at both team and individual levels.
Won and lost opportunity analysis: Identify patterns in successful deals and analyze reasons behind lost opportunities to improve future recommendations and proposals.
AI assists salespeople with information analysis, product selection, identifying additional sales opportunities and preparing proposal content. It does not make final decisions independently. Salespeople remain in control of the entire process, from product selection and pricing to the final proposal content.
Dealumi also helps turn sales results into knowledge that can improve future proposals. Analysis of won opportunities helps identify successful solutions and sales arguments, while reviewing lost opportunities highlights areas for improvement.
Dealumi helps B2B companies standardize their proposal process, increase sales team productivity, maintain control over sales operations and make better decisions based on data.
