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Business Case Builder

Business Case

Business case for Acme Corp: A strategic investment in sales acceleration

Developed by: Jennifer Martinez, David Thompson
Date: February 12, 2026

Executive summary: The financial opportunity

This document outlines the significant financial opportunity available through implementing Optivian's AI-powered sales automation platform. Our current sales process is characterized by long deal cycles (averaging 9 months) and high manual workload. By automating champion enablement, continuously optimizing our process based on closed deal analysis, and improving deal management, we can achieve a compelling return that positions us to significantly outpace our growth targets.

Net Benefit
$296,000
Projected 12-month benefit*
Payback Period
2.1 months
Return on investment*
ROI
462%
Return on investment*

Projected annual financial gains

Our analysis identifies key areas where implementation of Optivian's platform will generate substantial financial value. By automating champion enablement and continuously learning from closed deals, we can accelerate deal cycles and increase our team's capacity to manage more deals in parallel.

Financial Gains Summary
Increase win rate*
Additional deals won: 6 per year*
$216,000
Decrease sales cycle length*
Additional deals closed faster: 4 per year*
$144,000
Total projected annual gain
$360,000*

Return on investment analysis

This section summarizes the compelling financial return based on the total value identified above. The projected gains far outweigh the required investment, positioning this implementation as a strategic imperative rather than a simple cost.

ROI Analysis
A. Total projected financial gain
$360,000*
B. Annual investment
($64,000)*
Net financial benefit (A - B)
$296,000*
Return on investment (ROI)
462%*
Payback period
2.1 months*

Basis for projections (*)

Our projections are built on a foundation of conservative estimates and a clear understanding of our business objectives. The sources for our estimates are outlined below to ensure full transparency.

  • Increase win rate: We project winning 6 additional deals (average deal value: $36,000) through improved deal intelligence and champion enablement. This is a conservative estimate—DataFlow's case study showed an 18% increase in win rate after implementing automated business case generation and deal analysis, while we're projecting an 8% improvement.
  • Decrease sales cycle length: We project closing 4 additional deals by reducing our average sales cycle from 9 months to 7.5 months, allowing more deals to close within the year. This is a conservative estimate—CloudScale reduced their sales cycle by 25% using automated champion enablement, while we're projecting a 17% reduction.

Trusted by leading growth companies

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Infinite possibilities. Zero friction.

Ollie understands the nuance of your sales process. Mix and match triggers, filters, and actions to build the perfect safety net for your deals.

Deep context triggers

Don't just trigger on field changes. Trigger on health trends, MEDDPICC gaps, activity staleness, or competitor mentions in emails.

Health Score < 50
Days Since Activity > 14
MEDDPICC Criteria Missing
Ollie: Optimal Timing

Intelligent actions

The AI doesn't just alert you; it does the work. It researches, summarizes, drafts content, and provides strategic coaching based on the deal context.

Research Economic Buyer
Draft Renewal Strategy
Competitive Battlecard

Omnichannel delivery

Get the insights where you work. Slack DMs for urgent alerts, Email for weekly reports, or direct CRM field updates to keep data hygienic.

Slack / Microsoft Teams
Email Summary
Update CRM Field

Set and forget

Run tasks on a schedule, trigger them when criteria are met, or let Ollie decide the right moment based on how each deal is progressing.

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Measurable results that matter

Transform your sales organization with AI-driven execution that delivers tangible business outcomes

Higher Win Rates

Strategic deal guidance that helps teams close more opportunities with data-driven insights

Shorter Sales Cycles

Accelerate deal progression with AI-powered next best actions and strategic timing

Consistent Execution

Scale best practices across your entire sales organization with AI-driven standardization

Smarter Engagement

Personalized stakeholder interactions based on comprehensive deal intelligence

More Selling Time

Automate administrative tasks and focus energy on high-value client interactions

Scalable Excellence

Replicate top performer strategies across your entire sales organization

Built for the entire sales org

Ollie empowers every role with AI-driven insights and execution.

RevOps professional

For RevOps

Ollie gives RevOps teams a single source of truth by unifying revenue data and enforcing data hygiene across systems. Ollie eliminates manual handoffs across sales, marketing, and finance, while advanced analytics provide real-time insight into revenue performance.

Fewer tools · Less friction · Faster decisions

Sales leader professional

For Sales Leaders

Ollie delivers objective pipeline visibility and accurate forecasting across the entire sales organization. By automating win and loss analysis and surfacing proven best practices, Ollie helps sales leaders coach more effectively, scale what works, and forecast revenue with confidence.

Clear pipeline · Better coaching · Predictable revenue

Sales representative professional

For Sales Representatives

Ollie automates admin and research, generates closing assets on demand, and tells reps exactly what to do next on every deal. Sell faster and stay focused, without ever leaving your inbox.

Less admin · Faster deals · More time selling

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