For Account Executives

Turn Every Deal Into Your Best Deal

Get AI-powered insights and strategic guidance that help you advance every opportunity with confidence

The Account Executive Challenge

Managing multiple complex deals while maintaining the strategic thinking that closes them

Information Scattered Everywhere

Deal context spread across emails, CRM, calls, and documents. You spend more time hunting for information than strategizing your next move.

Deals Stalling Without Warning

Opportunities that seemed promising suddenly go quiet. You need early warning signals and strategic alternatives when deals hit roadblocks.

Inconsistent Deal Strategy

Some deals get your best strategic thinking, others get rushed attention. You need consistent, high-level strategy across your entire pipeline.

Administrative Overload

CRM updates, follow-up emails, and deal documentation eat into time you should spend selling and building relationships.

Your AI-Powered Sales Partner

Optivian gives you the strategic insights and deal intelligence that top performers use to win consistently

Unified Deal Intelligence

Every conversation, email, and document automatically organized into a complete deal story. See the full context of every opportunity in one place.

  • Automatic conversation analysis and key insights extraction
  • Stakeholder mapping and influence analysis
  • Deal timeline and milestone tracking

AI-Generated Deal Strategy

Get personalized strategy recommendations based on your deal context, customer profile, and proven winning patterns from similar opportunities.

  • Custom strategy based on deal characteristics
  • Risk assessment and mitigation plans
  • Competitive positioning guidance

Next Best Actions

Never wonder "what should I do next?" Get specific, prioritized action recommendations that move each deal forward effectively.

  • Prioritized action items based on deal stage
  • Optimal timing for each outreach
  • Suggested conversation topics and questions

Ask Ollie AI Coach

Get instant answers to complex deal questions. Your AI coach understands your deals and provides strategic guidance whenever you need it.

  • Deal-specific strategic questions answered instantly
  • Objection handling and competitive strategies
  • Best practices from similar successful deals

Your Daily Workflow with Optivian

Start each day with clarity and end with confidence

1

Morning Digest Email

Every morning, get a comprehensive digest showing exactly what's happened in your deals overnight, how it impacts your strategy, and what actions you need to take next.

2

AI-Assisted Execution

Throughout the day, use Ollie AI to help execute your planned actions. Get strategic guidance, objection handling, and best practices for every customer interaction.

3

Real-Time Deal Visibility

Always know exactly where each deal stands. See outstanding actions, deadlines, priority levels, and deal health scores at a glance - no more surprises or missed opportunities.

4

Strategic Focus & Confidence

Focus on what matters most. With clear priorities, deadlines, and strategic guidance, you can execute with confidence knowing every action moves your deals forward effectively.