Your proactive AI sales co-worker.
Ollie is a partner to your reps on every deal. He monitors what’s happening, acts before anyone asks, and delivers ready work product right where they work.
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Acme expansion, champion went quiet 5 days ago. I drafted the re-engagement follow-up.
Dana, circling back before the board review. I pulled the updated ROI case for the expansion and flagged the two items finance raised. Worth 20 minutes Thursday?
A sales tool tells you what happened. A co-worker does the work, before you ask.
A chatbot answers when you ask. A dashboard shows you what happened and leaves the work on your desk. Ollie does neither: he acts the moment a deal changes, drafts the work, and delivers it where your reps work, before anyone asks. That is the line the market is about to redraw, and what separates a co-worker from everything that came before.
Answers when you ask.
Shows what happened. Leaves the work on your desk.
Already working before anyone asks.
“What we really want is an assistant that works with the reps and prompts them on the right next steps, based on research, data, and actual results, rather than the reps having to prompt the AI engine. That is what is really attractive about what Optivian have done with Ollie.”
The work that wins deals, done before your reps ask.
When the intelligence shows a deal changing, Ollie acts on it. Finished work product, not just suggestions. Your rep reviews and sends.
Ollie joins every deal conversation and drafts the follow-up while the call is still warm. No one has to write up the meeting.
Wrote up your Northwind call. Recap and follow-up are ready, CRM’s updated.
Next step is the security review with their IT lead, and two questions came up worth pinning down before you meet again.
Hi Marcus, thanks for the time today. Quick recap of what we landed on: scope is the two-team rollout, and the next step is the security review with your IT lead, ideally the week of the 14th.
Two things I’d value your read on: whether procurement runs centrally or through the BU, and who beyond yourself needs to see the business case. Happy to get both moving this week.
Plus the mutual action plans across the buying committee and the value summaries. The work that takes a rep hours, drafted and ready to review.
When the intelligence shows a deal going quiet or its health dropping, Ollie catches it early and flags it with the reason and a way back in, while there is still time to act.
Keeps the CRM current, logs every meeting, preps every call. Your reps stop doing the work that was never selling.
Ollie hands managers the deals stuck on a blocker and the reps who need attention, drawn from the win and loss patterns deal intelligence reads from your own history. The 1:1 starts with the answer, not the search.
Ollie moves when a deal changes, when its health drops, or on a schedule you set. Never waits to be asked.
Wrote up your Northwind call. Recap and follow-up are ready, CRM’s updated.
Next step is the security review with their IT lead, and two questions came up worth pinning down before you meet again.
Hi Marcus, thanks for the time today. Quick recap of what we landed on: scope is the two-team rollout, and the next step is the security review with your IT lead, ideally the week of the 14th.
Two things I’d value your read on: whether procurement runs centrally or through the BU, and who beyond yourself needs to see the business case. Happy to get both moving this week.
The result: your best reps’ playbook runs on every deal, not just the ones they have time for, and more deals move forward without adding headcount.
Ollie lives where your reps already work.
Ollie works inside Slack and Teams, where the finished work shows up, and keeps your CRM current. No new app to learn, nothing to log into. Ollie introduces himself in Slack after deployment, and your reps do not change how they sell. They just stop doing the admin. And when they do have a question, they ask Ollie right there, and the answer comes from the whole deal, not a guess.
Ollie tracks your to-dos, so nothing falls through the cracks.
Ollie pulls the follow-ups out of every meeting and message and turns them into to-dos, each linked to the right deal. Your reps add their own in a line, or just ask Ollie in plain language, and the list stays sorted with the most pressing work on top.
Then Ollie keeps it current. He watches each deal and checks items off when the work is actually done, asks for a one-tap confirm when he is close but not certain, and leaves the judgment calls to your rep. The follow-up that used to slip is handled before anyone has to remember it.
Read the Supermetrics story“Ollie is like having the world’s best mentors on the team, ones who can answer any question a rep has on a deal.”
Ollie learns every rep’s preferences.
Tell Ollie once how you like to work and he keeps it: keep messages short and in bullet points, always match the prospect’s language, suggest a next meeting time in every follow-up. Ollie saves these as memories and applies them to every draft, answer, and analysis, so no one has to repeat themselves. Pin the ones that matter and they always apply.
He also takes on the work each rep wants run their way. Describe a task in plain language, like flagging your Enterprise deals gone quiet for ten days each morning and drafting the re-engagement, and Ollie sets it up, runs it in the background, and delivers the result where you work. Every rep shapes both what Ollie does for them and how he does it.
How Ollie helps reps and managers
Move more deals forward.
Watch how Ollie helps your reps and managers work the pipeline, then book a time to see him on your own.
Questions, answered.
Not just a chatbot. You can ask Ollie anything about a deal and get an answer, but that is the smallest part of what he does. Unlike a chatbot that waits for a question, Ollie is already working before anyone asks, reading every deal and delivering finished work.
No. Ollie works alongside your reps and does the work that was never selling, so more deals move forward without adding headcount.
Yes. Ollie does the work and hands it to your reps finished, but a person approves before anything goes to a customer. You control exactly what Ollie can write back to your CRM, and what stays read-only.
A connected CRM (Salesforce or HubSpot) and access to the deal interactions you already capture across email, calls, and meetings.
Yes, natively, in one click.
A generalist assistant answers when you prompt it. Ollie runs on Optivian's always-current intelligence for every deal, acts on signals, and delivers finished work where your reps work. If you do want to ask your own AI, Optivian answers it from the same deal intelligence Ollie runs on.
Slack, Teams, and your CRM.