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.
Homepage Screenshot 📸
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? 🤔
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 💬
Ready to try Oliv?
Automates sales workflows with AI agents for deal tracking and coaching
Visit Oliv ↗Oliv alternatives 🔗
-
Salesloft
An AI-driven sales engagement platform designed to streamline and optimize the sales process
-
WINN.AI
Automates sales tasks and guides reps in real-time to boost efficiency
-
Cluely AI
Guides sales reps with real-time AI prompts and insights
-
Avoma
AI meeting assistant that will help you before, during, and after every meeting
-
Grain AI
Unlock the value and insights of your customer meetings using AI
-
Clari
An AI-powered revenue platform that enhances and predictability of revenue operations
