Deep deal intelligence.
Smarter agents.
Optivian continuously analyzes every deal to build the deep context that powers intelligent agents. These living insights serve as both triggers for automated actions and strategic guidance for your team.
Book DemoLiving deal profiles. Complete deal context.
AI analyzes every customer interaction to build comprehensive, auto-updating deal profiles. Get the full picture with MEDDPICC qualification, stakeholder maps, engagement history, and competitive intel. Profile updates trigger agents when key deal milestones are reached.
Auto-updating MEDDPICC
Scoring automatically updated from every interaction
Stakeholder intelligence
Complete map with influence and sentiment tracking
Agent triggers
Profile changes activate your custom agents automatically
Deal Profile
SUMMARY
Mid-stage enterprise opportunity with strong engagement across technical and business stakeholders. Champion has confirmed budget and technical requirements align with our platform capabilities. Next steps: technical validation call scheduled for next week, followed by executive alignment meeting with CRO and CFO.
MEDDPICC
Metrics
Decision Criteria
Paper Process
Champion
Economic Buyer
Decision Process
Identify Pain
Competition
KEY STAKEHOLDERS
Sarah Chen
VP of Sales Operations • Champion
Highly Engaged
Michael Rodriguez
CRO • Economic Buyer
Aligned
Dynamic strategies. Adapt to every move.
Get a living game plan that evolves from first contact to close. AI generates multi-phase strategies based on your best deals.
Multi-phase roadmap
From qualification to close with clear milestones
Inside track intel
Buyer journey insights and decision process mapping
Adapts in real-time
Strategy updates based on signals and market shifts
Deal health scoring. Know what's really happening.
Get an honest, AI-powered assessment of every deal's health. Weighted scoring shows exactly where deals are strong and where they need attention.
Detailed explanations
AI explains the reasoning behind each score
Proven accuracy
Scores consistently correlate with actual deal outcomes
Agent triggers
Score changes activate your custom agents automatically
Deal Health Score
Strong engagement and solution fit, but procurement process remains unclear. Champion is driving internal alignment while we await budget confirmation from finance.
Deal Health
20% weight
80/100
Customer Engagement
25% weight
90/100
Problem-Solution Fit
15% weight
95/100
Risks & Blockers
15% weight
58/100
Financial & Procurement Clarity
15% weight
30/100
Strategy Execution
10% weight
98/100
Closed Deal Analysis
EXECUTIVE OVERVIEW
Deal was lost due to misalignment between pricing strategy and demonstrated value. Early introduction of pricing before establishing clear ROI allowed the prospect to anchor on cost rather than business impact. Additionally, incomplete discovery of the customer's decision-making process meant the team was unaware of a parallel evaluation with an alternative vendor offering a bundled solution.
OUTCOME REASONS
1. Buying Process Ownership
2. Commercial Fit
COACHING INSIGHTS
Map all procurement paths before qualifying opportunities to avoid being blindsided by non-traditional competitors.
Withhold pricing until value is quantified to avoid premature cost objections and frame decisions around strategic impact.
Closed deal analysis. Learn from every outcome.
AI performs root cause analysis on every won and lost deal. Understand why deals close, what patterns lead to success, and what coaching opportunities exist. Insights automatically feed into agent templates and best practice recommendations.
Root cause analysis
Deep dive into why deals were won or lost
Continuous learning
Insights improve live deal strategies and future agent recommendations
Coaching insights
Actionable feedback for sales rep development
Agent triggers
Win/loss outcomes activate your custom agents automatically
Chat with Ollie. Get instant deal answers.
Ask questions about any deal and get instant, context-aware answers. Ollie knows every email, call transcript, stakeholder interaction, and strategic move.
Available everywhere you work
Slack, HubSpot, Salesforce, and more
Full context awareness
Knows every interaction, document, and conversation
Strategic recommendations
Based on patterns from your best deals
Ready to transform your deal execution?
Book a demo to see AI that knows your deals inside and out.