The Complete AI Sales Execution Platform
Transform complex enterprise deals with comprehensive AI‑powered deal intelligence, strategic guidance, and execution automation.
Four Pillars of AI Sales Execution
Each component works together to provide comprehensive deal intelligence and strategic execution guidance.
AI-Generated Deal Strategy
Comprehensive, living strategic plans that evolve from initial engagement to deal closure, adapting to every interaction and market development.
Strategic Framework:
Multi-stage strategic roadmap that maps the journey from today's position to successful deal closure
Continuously updated framework that adapts to every interaction, market shift, and competitive development
Strategy informed by analysis of every closed deal, maximizing strengths and minimizing weaknesses based on real outcomes
Capabilities
Powerful features designed to accelerate every stage of your sales cycle
AI Sales Co-Pilot
Get instant strategic guidance and tactical recommendations for every deal, backed by AI that learns from your best wins.
Automated Deal Analysis
Comprehensive win/loss analysis that turns every closed deal into actionable intelligence for future opportunities.
Strategic Intelligence
Deep insights into stakeholder dynamics, competitive positioning, and deal progression that help you stay one step ahead.
Seamless CRM Integration
Native connectors to Salesforce, HubSpot, and more keep your deal data synchronized without manual updates.
Team Performance Analytics
Track team and individual performance with metrics that matter, from deal velocity to conversion rates.
Custom AI Agents
Build specialized AI agents trained on your company's knowledge base to automate repetitive tasks and answer complex questions.
Beyond CRM AI: Complete Deal & Company Intelligence
Unlike generic CRM AI that only sees deal data, Optivian understands your entire sales ecosystem - your company's unique value proposition, competitive positioning, and the patterns that drive your wins.
The AI That Knows Your Business
Optivian's AI doesn't just analyze deal data - it learns your company's DNA, understands your offering's strengths, and leverages patterns from your past wins to provide strategic guidance that's uniquely yours.
Company Context
Deep understanding of your value proposition, competitive differentiation, and market positioning
Value proposition mapping
Competitive analysis
Market positioning insights
Offering Intelligence
Comprehensive knowledge of your products, services, and how they solve specific customer problems
Product feature mapping
Use case optimization
Solution-problem alignment
Win Pattern Analysis
Learns from your successful deals to identify what strategies and approaches drive wins for your specific business
Historical win analysis
Success pattern identification
Strategic playbook creation
Seamless Integration & Enterprise Security
Native integrations with your existing sales stack, built with enterprise-grade security from day one.
Native Integrations
Salesforce, HubSpot & Many More
Native connectors that sync deal context (deals, emails, notes, activities) in real time, enabling comprehensive deal intelligence across your entire sales stack.
Slack & Teams
Real-time deal updates and instant Q&A with Ollie directly in your workflow, keeping your team aligned and informed without switching tools.
Gong, Fireflies & More
Automatically pull call transcripts and extract key insights from every sales conversation from Gong, Fireflies or other recorders.
Enterprise-Grade Security
GDPR Compliant
Built with privacy by design, ensuring full compliance with GDPR and other data protection regulations.
Enterprise SSO
Seamless authentication through your existing identity provider with support for SAML, OAuth, and more.
End-to-End Encryption
All data encrypted in transit and at rest, with enterprise-grade security controls and audit trails.