Optivian
7 reviews
- 1 profiles
- 1 categories
Average star rating
4.4
Serving customers since
2025
Optivian Reviews
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Verified User
Mid-Market (51-1000 emp.)Fast Sales Prep and Value Assessments, Despite Some Repetition
I use Ollie to prepare for customer discovery meetings, including checking the buyers I’m going to meet and their customer digitalization plans and strategy. I can discuss the meeting goal and important questions with Ollie, get to-do tasks after a meeting, work on the Business Value Assessment, and prepare next steps and meetings. I can also ask what I should do better and what I need to do to close the deal. Ollie is super quick with the Business Value Assessment, and the initial setup was very easy.
TS
Tommi S.
Co-Founder / COOMid-Market (51-1000 emp.)AI & Notetaker Automates CRM Tasks and Boosts Sales Efficiency
Automating and Optimizing the sales person time and energy usage.
No one likes to create deals, do markings to CRM, put follow ups and something to come back to later. So that the Notetaker and AI does all that makes life so much easier.
EB
Ed B.
Chief Sales Officer (CSO)Mid-Market (51-1000 emp.)Optivian's 'Ollie' is a true proactive sales assistant that works
The pro-active nature of 'Ollie', Optivian's sales assistant, truly combines Agent & Human to optimise for sales and productivity. The creation of suitable emails is just the start. Ollie also creates business cases and Mutual Success Plans that truly help the seller succeed. The AI interrogation means that all levels can find information at will. In addition the rating of deals and their success profile helps identify the correct deals for further action. This is an AI tool that works.
About
What is Optivian?
Optivian builds Ollie, the AI sales co-worker for complex B2B sales. Unlike chatbots and assistants that wait for a prompt, Ollie is already working before the rep logs in. It ingests every email, call, meeting, and CRM update into a deal-level context, then proactively produces the work that wins deals: business cases, mutual action plans, meeting prep, follow-ups, and deal-health alerts. Output lands directly in Slack, Teams, email, and the CRM, so reps spend their time selling, not searching. Built for revenue teams at B2B companies running multi-stakeholder deals on Salesforce or HubSpot, Ollie scales the execution consistency of the best reps across every deal in the pipeline.
Details
Year Founded
2025
Website
optivian.ai