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Home › Marketing & Advertising › Sales Assistant› Oliv
Oliv

Oliv

Automates sales workflows with AI agents for deal tracking and coaching

Oliv AI is an AI-powered platform designed for sales teams to automate workflows and provide deal intelligence. It integrates with CRMs like Salesforce and HubSpot to analyze calls, emails, and meetings. The tool generates insights from over 100 large language models trained on sales methodologies.

Key agents include Deal Driver for tracking progress and notifying managers. Forecaster creates pipeline predictions based on rep inputs and deal data. Coach monitors performance and builds action plans. Meeting Assist handles transcription and summaries. AE Research Assist gathers account information.

Users access a free product tour without signup. The platform supports multilingual transcription and real-time AI guidance. It connects to Slack for automated updates. Pricing starts with a base plan for meeting recording, plus add-ons for insights. Teams report reduced administrative time.

Compared to Gong Engage, Oliv offers simpler setup and lower costs. Avoma users note Oliv’s higher reliability in reviews. Clari focuses more on forecasting, while Oliv covers broader automation. Integration takes under an hour typically. Data privacy includes SOC compliance. Over 100 global teams use it. Testimonials highlight ease in note-sharing.

The tool processes unlimited meetings. Custom scorecards track skills like talk patterns. Deal health scores assess risks. AI win-loss analysis identifies patterns. Two-way CRM sync ensures updates flow both directions. Pipeline tracker visualizes stages. Users customize topic and keyword trackers.

Onboarding includes training at no extra cost. Migration from competitors preserves data. The platform scales for teams from 10 to 250 users. Feedback emphasizes accurate forecasts. Some note minor transcription errors in accents. Overall, it boosts efficiency for sales managers and executives. For implementation, connect your calendar first, then test with a live call to verify sync.

Visit Oliv ↗
Categories
📢 Advertising
🛍️ Sales Assistant 💼 Sales
👔 Work
🤝 Meeting Assistant 🗒️ Note Taking
🏢 Business
👥 CRM
🎤 Voice
📝 Transcriber

Homepage Screenshot 📸

Oliv screenshot

Video Overview 🎬

Oliv - Video Overview

What are the key features? ✨

  • Deal Driver: Automatically tracks deal progress and notifies managers at critical points.
  • Forecaster: Generates accurate revenue pipelines by integrating rep data and sales processes.
  • Coach: Analyzes rep performance to create personalized development plans.
  • Meeting Assist: Provides real-time transcription, summaries, and coaching during calls.
  • AE Research Assist: Delivers pre-meeting account insights to prepare executives effectively.

Who is it for? 🤔

Oliv AI suits sales managers juggling team oversight and forecasts, account executives buried in research and follow-ups, and revenue operations pros streamlining pipelines, especially in mid-sized teams seeking affordable automation without the bloat of enterprise tools, empowering them to shift from admin drudgery to strategic wins.

Examples of what you can use it for 💡

  • Sales Manager: Uses Forecaster to build reliable revenue predictions from team deal data.
  • Account Executive: Relies on AE Research Assist for quick prospect background before calls.
  • Revenue Ops Specialist: Employs CRM Manager to automate updates across Salesforce and HubSpot.
  • Sales Coach: Leverages Coach agent for tailored feedback on rep meeting techniques.
  • Team Lead: Monitors Pipeline Tracker to spot stalled deals and intervene early.

Pros & Cons ⚖️

  • Affordable pricing
  • Easy CRM sync
  • Automates notes
  • Accurate insights
  • Accent transcription lags
  • Limited custom depth

FAQs 💬

What CRMs does Oliv AI integrate with?
Oliv AI syncs seamlessly with Salesforce, HubSpot, Zoho, and Dynamics for two-way data flow.
How accurate is the transcription?
It achieves high accuracy with multilingual support, though accents may need tweaks.
Is there a free trial?
Yes, a 14-day free trial includes full features without commitment.
Can it handle large teams?
It scales unlimited for teams up to 250 users with volume discounts.
Does it replace Gong?
Many users migrate from Gong for simpler setup and lower costs while keeping core insights.
How does coaching work?
The Coach agent reviews calls to generate custom plans based on performance metrics.
Is data secure?
Yes, it complies with SOC standards and ensures privacy in all integrations.
What about setup time?
Onboarding takes under an hour with included support and no extra fees.
Can I customize insights?
Users set up custom topic trackers and scorecards for tailored deal analysis.
How does forecasting improve accuracy?
It combines deal data, rep inputs, and historical patterns for reliable predictions.

Ready to try Oliv?

Automates sales workflows with AI agents for deal tracking and coaching

Visit Oliv ↗

Oliv alternatives 🔗

  1. Salesforce Einstein Salesforce Einstein Generative AI for CRM, designed to supercharge your productivity
  2. Zia Zia AI-powered business assistant from Zoho
  3. HubSpot Breeze HubSpot Breeze Streamlines business growth with AI tools for marketing, sales, and service
  4. ZoomInfo ZoomInfo Streamlines B2B sales with data-driven insights and automation
  5. Apollo.io Apollo.io A sales intelligence and engagement platform that leverages AI to enhance B2B sales processes
  6. Podium Podium An AI platform for customer communication, lead generation, and business reputation management
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