Quick setup.
Unlimited execution.
Connect once, get continuous AI-powered execution on every deal with actionable guidance and materials delivered automatically
Connect your CRM
One-click integration with Salesforce or HubSpot. Optivian syncs all customer interactions: emails, calls, meetings, notes, and more to get a complete picture of every deal.
CRM Connection
Salesforce
1,247 deals synced
HubSpot
Ready to connect
VALUE PROPOSITION
"AI-powered sales agents and execution that automates your sales process and helps you close deals faster."
TARGET CUSTOMERS
KEY DIFFERENTIATORS
AI learns from your best deals
Real-time strategic guidance
Automated next best actions
PROOF POINTS
Set up your profile
Tell Optivian about your business: your value proposition, competitive positioning, proof points, and target market. This context helps AI understand what makes your deals successful and deliver guidance that matches your unique approach.
Pro tip: The more context you provide, the better AI recommendations you'll get. Takes about 5 minutes.
Choose your outputs
Decide where you want Optivian to deliver actionable guidance and materials. Get strategic recommendations with required assets, emails, business cases, talking points, delivered automatically where you already work.
Engage Stalled Deal
Actionable guidance, materials & context-aware chatbot
Deal health dropped from 82 to 37: Here's what to do + draft email to champion
CRM Fields
Deal health, actions, collateral & context-aware chatbot in your CRM
Your Economic Buyer is expecting the business case by tomorrow 1pm EST - review now
Continuous AI execution on every deal
Optivian works 24/7 monitoring every deal, executing strategic guidance, and delivering actionable materials to the right people automatically
87/100 — Strong engagement, budget validated. Timeline at risk.
Analyze interactions
Extract MEDDPICC criteria, signals, blockers and update deal health based on every email, call and note.
Get approval from your champion for the generated Mutual Action Plan
Execute strategy
Generate personalized roadmap from today to close based on your best deals, past interactions, deal health, and company profile.
Champion follow-up email ready to send
Write in your voice
Analyze your writing style to automatically draft emails, talking points, and follow-ups that sound authentically you.
Deals with 3+ stakeholders have 43% higher win rate
Analyze outcomes
Study closed deals to identify patterns and coaching insights. Automatically used to improve strategy for active deals.
Business Case draft for Acme Corp delivered via Email to deal owner
Deploy agents
Automatically generate and deliver business cases, MAPs, ROI calculators, and enablement materials at exactly the right time—nothing required from you.
Always improving
AI learns from every closed deal, continuously refining strategy and execution to match what actually works for your team.
Ready to automate your sales execution?
Book a demo to see the platform that executes strategy and delivers actionable materials automatically.