Oliv AI

2wks agoupdate 00

Oliv AI automates sales workflows with AI agents, providing pipeline insights and automating CRM tasks.

Collection time:
2024-04-15
Oliv AIOliv AI

What is Oliv AI?

Oliv AI automates everyday workflows connecting sales managers and reps with AI agents. It analyzes over 100 data points to provide insights into the sales pipeline, offering raw insight that drives action. Oliv AI helps prepare for meetings, auto-fills MEDDIC scorecards, sends personalized follow-up emails, and completes CRM tasks automatically.


How to use Oliv AI?

Start a free trial on the Oliv AI website. Connect your CRM and communication tools. Oliv AI agents will then begin analyzing your data and automating tasks.


Oliv AI’s Core Features

AI-powered deal intelligence Automated CRM updates Meeting preparation and summarization Personalized follow-up email generation Pipeline tracking and forecasting


Oliv AI’s Use Cases

  • Automatically track deal data and loop in sales managers at key moments.
  • Connect reps’ inputs, deal level analysis, and the sales process to create accurate forecast pipelines.
  • Keep track of reps’ performance on meetings and deals and create custom plans of action.
  • Prepare pre-meeting research based on past conversations.
  • Summarize deal progress and mutual action plans after every meeting.
  • Update deal/account scorecards after every meeting.

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