Oliv

Oliv AI for Sales Leaders, Managers, and Reps is an AI-powered deal intelligence and automation platform designed to augment sales workflows. It analyzes every deal activity and deploys AI agents to perform repetitive tasks, enabling managers and reps to focus on strategy and closing. The system integrates with your CRM, provides deal insights, automates follow-ups, meeting notes, and coaching actions, and uses a library of established sales methodologies to inform its guidance.

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How Oliv AI Works

1. Oliv observes deal activity across the sales lifecycle (virtual meetings, emails, calls, account research, etc.).
2. It trains AI agents on proven methodologies (MEDDICC, CoM, GAP SELLING, BANT, SPICED) using 100+ deal insights.
3. AI agents access deal intelligence and take automated actions in your funnel, updating CRM data and notifying sales managers at key moments.
4. Forecaster and Coach agents provide forecasting accuracy and personalized action plans to reps and managers.

What It Automates

• Tracking and updating deal data in the CRM
• Noting outcomes from meetings and interactions
• Providing pre-meeting research and post-meeting notes
• Proactive follow-ups and next-step recommendations
• Scheduling visibility for sales managers about reps’ schedules and progress
• Forecasting pipeline with deal-level analysis
• Coaching plans tailored to individual reps and deals

Key Roles and Use Cases

• For Account Executives: smarter deal progression, timely next steps, and ready-to-use meeting preparation.
• For Sales Managers: real-time deal visibility, automated coaching actions, and accurate forecasting.
• For Revenue Operations: standardized methodologies and scalable playbooks across teams.

How It Connects With Your Tech Stack

• CRM integration to synchronize deal data and activities
• AI agents that operate across meetings, emails, calls, and account research
• Sandbox/Trial mode to try features before production

Privacy and Data Handling

• Designed to protect data with privacy-focused workflows and transparent note generation.

Why Teams Choose Oliv AI

• Automates repetitive but critical admin tasks (notes, follow-ups)
• Delivers key takeaways and next steps to channels like Slack
• Improves meeting preparation and post-meeting execution, boosting close rates

Core Features

• AI agents powered by 100+ LLMs trained on MEDDICC, CoM, GAP SELLING, BANT, SPICED
• Automatically tracks deal data and informs sales managers at key moments
• Forecaster for accurate pipeline forecasting based on reps’ inputs and deal analysis
• Coach to create custom action plans based on rep performance
• Auto-notes and post-meeting summaries
• CRM synchronization and synchronized deal insights
• Try in Sandbox and free credit options to explore features
• Transparent privacy controls and data handling
• Templates and best-practice playbooks aligned with sales methodologies

How to Get Started

• Try in Sandbox or start a free trial
• Connect your CRM and onboarding data
• Let AI agents begin monitoring deals and automating workflows

Note: The platform emphasizes automated deal intelligence, action-oriented coaching, and a scalable approach to managing a sales organization.