We’ve just launched a team of AI agents designed specifically for a revenue team’s core players: sales managers, account executives, and revenue operations leaders.
Here’s everything you need to know about them:
Oliv’s two-layered approach: Data & Action
Data layer
Oliv tracks 100+ data points for every deal based on the most popular sales methodologies like MEDDIC, SPICED, BANT etc. It captures deal data without any human intervention.
It automatically creates:
Deal Scorecard, an easy to understand scorecard that previews the deal health and helps to quickly identify progress and any obstacles that need attention.
Buying Committee, which tracks all stakeholders involved in a deal with a map that highlights their pain points and objections for better strategic preparation.
Action layer
Action layer has the AI agents that complete the everyday workflows that connect the sales team.
Meet your team of AI Agents
For Sales Managers
Deal Driver
Deal Driver automatically tracks deal data, loops sales managers in at key moments, and keeps them informed of their reps' schedules and progress. It:
- Sends you a morning brief with key deals moving for the day and critical meetings to join, by correlating meetings from your reps calendars with their deals and their respective stages.
- Attends every meeting for you, flags important deal updates and keeps you posted on the progress of deals throughout the day.
- Connects with your reps with daily reminders for the next steps of their deals so no deal falls through the crack.
- Sends a sunset summary with outcomes of the meetings of the day and the overall recap of the deals.
Forecaster
Forecaster connects reps' inputs, deal level analysis and the sales process to create an accurate forecast pipeline for sales managers. It:
- Connects with your reps after every meeting to keep the core four updated: deal stage, forecast stage, close date and amount.
- Connects with your reps every Thursday to review and commit their forecast numbers.
- Delivers a weekly forecast one-pager every Monday morning, highlighting high-potential deals, stagnant deals, the ones at risk, and how they contribute to your quarterly goal.
Coach
Coach keeps track of the reps' performance on meetings and deals and creates a custom plan of action. It:
- Analyzes reps meetings to evaluate four key skills: conversational skills, emotional intelligence, meeting management and deal management.
- Creates a coaching plan for every deal to help reps close faster.
- Delivers a weekly one-pager to reps with the analysis and a suggested improvement plan for the key skills.
- Gives you a detailed monthly one-pager for every rep with an action plan to help them improve their skill.
For Account Executives
Research Assist
Research Assist gathers vital company and contacts insights, fills in gaps and analyzes any source material to create account maps in 15 minutes. It:
- Gathers company and contact insights from multiple sources.
- Notifies you about missing information so you can fill in the gaps.
- Analyzes any material you provide with a single click, extracting only the insights relevant to your sales process for the most comprehensive account research.
Meeting Assist
Meeting Assist helps reps prepare for meetings and run them hands free and automates post meeting tasks. It:
- Provides pre-meeting brief with participant details and mutual pending action items and initiates a warm up email.
- Joins meetings to take live notes and monitors the conversation's progress.
- Provides instant post-meeting summaries, outlines the necessary next steps and initiates high-quality follow-up emails.
Deal Assist
Deal Assist tracks every deal with a custom scorecard and ensures pending tasks are completed. It:
- Provides custom deal scorecards for tracking progress.
- Sends a prep message before meetings to give deal context.
- Sends reminders for tasks related to each deal to ensure they’re completed on time.
CRM Assist
CRM Assist manages CRM tasks from creating contacts, accounts to maintaining your deals. It:
- Automatically creates contacts and accounts in the CRM before every meeting.
- Nudges reps to create a deal on CRM when positive signal is identified.
- Updates notes on the CRM in real time.
For Revenue Operations
Our newest AI agent is the CRM Manager, built to support RevOps leaders by automating CRM management and improving process consistency.
CRM Manager
CRM Manager is designed to keep your CRM data clean, accurate, and reflective of the actual sales process. It evolves with your team’s workflows and ensures data integrity across all stages of the pipeline. It:
- Maintains accurate and up-to-date CRM records.
- Syncs data across multiple teams to ensure alignment.
- Provides real-time feedback loops with reps to capture accurate updates.
- Supports continuous process improvement with dynamic workflows.
We'll continue to problem-solve and innovate to help sales organizations, so keep an eye out for more exciting updates and subscribe to our blog for the latest and greatest from Oliv AI.
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