Product / Account intelligence

The whole account, beyond one deal

Every deal, meeting, and person at the account in one place, with the history that stays when deals change hands. See who you know, where the buying group is thin, and which conversations point to the next deal.

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Know the account before the next call

A new deal at a company you already know starts with questions. Have we sold here before? Who championed it? What did we lose, and why? Who’s involved now? The answers sit across old deals, past owners, and other people’s inboxes. Ollie brings them together on one page.

What you see on the account

Every deal, open and closedStage, amount, close date, and owner for every deal on the account, with the ones you won and lost, so the relationship starts from its real history.

Everyone you know thereCRM contacts and the stakeholders from each deal in one list, with their role on every deal. People your deals mention who aren’t in the CRM yet show up too.

The full timelineEmails, meetings, notes, and to-dos across the account, including the conversations that aren’t tied to a single deal.

Read the article: What is deal intelligence in sales?

See where the buying group is thin

For every open deal on the account, see whether you’ve named a champion and an economic buyer. The gaps are listed, so you know which deal needs a new conversation, and with whom.

Expansion

Catch the next deal in the conversation

Customers mention what’s next long before they ask for a quote: another team that needs the same setup, more seats, a second product. When a customer brings it up in a meeting or an email, Ollie flags it and proposes the deal, with the account’s history already behind it.

You confirm the proposed expansion deal and ask the champion from last year’s win for an introduction.

Ask about the account

Ask what happened there before

Ask Ollie about any account: “Have we sold to them before?” “Who was the champion last time?” “What did we lose there, and why?” “Which customers talked about expansion this quarter?” Ollie answers from every deal and conversation on the account you can see.

History that stays with the account

When an account changes hands, the history stays with it. Reps can read the closed deals at the companies they work with, so a new owner picks up from where the last one left off.

Questions about account intelligence

How is account intelligence different from deal intelligence?

Deal intelligence follows one opportunity: its stakeholders, qualification, and next steps. Account intelligence brings every deal at the same company together, so you see the whole relationship, past and present.

How does Ollie spot expansion opportunities?

From what customers say. Ollie reads your meetings and emails with existing customers, recognizes when they bring up more seats, another team, or a new product, flags it, and proposes the deal. If your CRM holds details like products owned or contract dates, Ollie uses those too.

Where does the account information come from?

From your CRM’s companies, deals, and contacts, and from the emails, meetings, and notes Optivian already reads. Stakeholders named in conversations are added, even before they’re in the CRM.

What can each person see?

The deals they can access. Access follows deal ownership in your CRM: reps see the deals they own or work on, managers see their teams’ deals, and closed deals at your own accounts stay readable for context.

Does it work with Salesforce, HubSpot, and Pipedrive?

Yes. Accounts come from the companies in your connected CRM.

Know every account you sell to

See the deals, the people, and the next conversations behind your own accounts.

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