Oliv for Sales Managers 101

We've designed our platform to address the core workflows that consume sales managers' time and energy every day. Our key features for sales managers include Oliv Insights—delivering weekly forecast one-pagers with in-depth analysis of deals edging toward commitment, identification of priority-action deals, and key focus areas; weekly rep-pipeline one-pagers highlighting top five deals moving through the pipeline, what's closing soon, and tailored suggestions where managers can help accelerate conversations; morning briefs providing an overview of scheduled meetings for every rep, essential meetings requiring your presence, and active/stagnant/closed-lost deal statuses; and sunset summaries with in-depth analysis of the day's activities, important meeting outcomes, deal progression, deal blockers, and key insights with next steps. We also provide advanced deal views that consolidate all relevant deal information into a single view based on sales frameworks like MEDDIC, BANT, or SPICED, enabling quick identification of deals on track or requiring attention.

Our Moment Finder automatically adds relevant clips from meeting recordings for every insight, objection, or blocker, providing instant context for review and sharing. Additionally, our Buying Committee Map shows who's involved in every deal and what their pain points and objections are, helping managers prepare reps strategically. We automate CRM auto-population and sales processes—including account, contact, opportunity creation and enrichment, and deal detail updates after every meeting—allowing managers to focus on strategy rather than enforcing administrative compliance. Try our platform to see

Our Weekly Forecast One-Pager provides sales managers with a comprehensive, easy-to-consume overview that transforms pipeline review calls from stressful guessing games into confident, data-driven discussions. The report delivers three critical components: in-depth analysis of deals edging toward commitment, identification of deals with a need for priority action, and key deals to keep focus on. This comprehensive overview is specifically designed to prepare managers for calls with senior leadership—enabling them to confidently discuss the pipeline, make informed decisions about resource allocation, and proactively address risks before they impact quarterly targets.

Unlike traditional forecasting tools that rely on manual roll-ups from reps (which introduces bias and delays), our AI-generated forecast analyzes actual conversation data from meetings, emails, and calls to provide unbiased insights into deal health and progression. For example, if a critical deal vital to the quarter's targets is at risk of stalling due to pending approval from the prospect's finance team, the forecast highlights this blocker so managers can arrange a strategic meeting between the prospect's CFO and their senior financial advisor to expedite the approval process and ensure the deal closes on time. This proactive intelligence ensures managers are never caught off-guard during leadership reviews and can focus their energy on high-impact interventions that drive revenue. Start a free trial to experience AI-driven forecasting.

Our Weekly Rep-Pipeline One-Pager empowers sales managers with the specific insights needed to provide targeted coaching and strategic support that accelerates deal velocity. The report delivers three actionable components for each rep: the top five deals moving through the pipeline, what's closing soon and what might need a nudge, and tailored suggestions where managers can help accelerate the conversation. This intelligence allows managers to shift from reactive firefighting to proactive deal support—for instance, if the report highlights that a critical high-value deal may stall due to pending approval from the prospect's finance team, managers can immediately arrange a meeting between the prospect's CFO and their senior financial advisor to address concerns and expedite approval, ensuring the deal closes on time.

Rather than spending hours manually reviewing calls and CRM data to understand where each rep needs help, our AI analyzes all conversations and deal data to surface the specific moments where manager intervention will have the highest impact. This enables managers to focus their limited time on strategic activities—like navigating complex buying committees or handling technical objections during InfoSec grilling sessions—rather than administrative review. The result is a coaching model based on real-time deal intelligence rather than lagging indicators, helping managers ensure their team hits targets without micromanaging individual activities. Book a demo to see how we transform sales management workflows.

Our Morning Brief is a daily one-pager that provides sales managers with the critical information needed to prioritize their time and support their team effectively before the day's activities begin. The brief delivers four key components: number of scheduled meetings for every rep, a list of essential meetings that might need your presence (like those with high-revenue accounts or meetings where the CTO is a participant), a list of meetings where your reps might need backup (think InfoSec grilling sessions or tech-heavy discussions), and an overview of active, stagnant, and closed-lost deals.

This proactive intelligence allows managers to strategically allocate their time—for example, identifying that a rep has a critical technical meeting with a prospect's CTO where the manager's attendance could provide strategic value, or recognizing that another rep is facing an InfoSec security review where technical backup would help address concerns and keep the deal moving. Instead of reacting to Slack messages or last-minute requests throughout the day, managers start each morning with a clear understanding of where their involvement will have the highest impact. This shift from reactive to proactive management ensures managers are present at the moments that matter most for deal success, while empowering reps to handle standard meetings independently.

Our Deal Driver agent automates this daily briefing process, delivering insights via Slack or email exactly when needed—before the workday begins—so managers can plan their calendar strategically rather than being pulled in multiple directions. See our pricing to add the Deal Driver agent to your workflow.

Our Buying Committee Map provides sales managers with a clear, comprehensive view of every stakeholder involved in a deal—including their individual pain points and objections—enabling strategic navigation of complex enterprise sales cycles. For every deal, the map visualizes who's involved, what concerns they've raised, and where alignment or resistance exists across the buying committee. This visibility is critical for enterprise deals where multiple decision-makers (CTO, CFO, VP of Operations, etc.) have different priorities and concerns that must be addressed for the deal to progress. For example, if the CTO has raised technical concerns about integration capabilities while the CFO is aligned with the financial benefits of the solution, managers can use this intelligence to prepare their rep with the right technical information to address the CTO's concerns while leveraging the CFO's alignment to strengthen the overall proposal.

This strategic view allows managers to identify gaps in stakeholder engagement early—such as realizing that a deal is progressing without input from a critical decision-maker like the CFO—and coach reps to fill those gaps before they become blockers at contract stage. Instead of discovering key objections or missing stakeholders late in the sales cycle when deals stall, our Buying Committee Map surfaces these dynamics continuously as conversations happen, giving managers time to course-correct and ensure all stakeholders are aligned before moving to proposal or negotiation stages. This proactive approach to stakeholder management dramatically reduces deal slippage and increases win rates on complex, multi-threaded opportunities. Try our sandbox to explore the Buying Committee Map.​

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We've built our platform specifically to address the limitations of legacy sales management tools like Gong that were designed in the pre-generative AI era. Unlike Gong—which relies on outdated keyword-based "Smart Trackers" that miss conversational context and requires managers to manually review hours of call recordings to extract insights—our generative AI-native platform proactively delivers the exact insights managers need, exactly when they need them. Our Deal Driver agent automates the entire daily workflow for sales managers: it sends morning briefs highlighting critical meetings requiring attention, flags deals with blockers that need immediate intervention, provides weekly rep-pipeline breakdowns showing which deals are closing soon and which need nudging, and delivers sunset summaries analyzing the day's outcomes and next steps. This proactive intelligence approach means managers spend zero time searching for information and maximum time on strategic activities like coaching and deal escalation.

Additionally, Gong only logs call notes as activities without updating structured CRM fields, forcing managers to enforce data entry manually; we automatically populate all standard and custom CRM fields after every meeting, eliminating this administrative burden entirely. From a cost perspective, Gong charges $149-$250/user/month with heavy platform fees ($5,000+ base) and implementation fees ($10,000-$30,000 for 100-person teams), while we offer transparent modular pricing: $0 for unlimited recordings, $19-$59/user/month for intelligence, and $199/month for the Deal Driver agent specifically designed for sales managers. For teams migrating from Gong, we offer special pricing at 60-70% savings while delivering superior AI-native capabilities. Unlike Gong's three-to-six-month implementation cycles, we deploy in days by simply connecting to your calendar, email, and CRM. Contact our team for a 7-minute strategy session to see how we compare to your current stack.

We've built enterprise-grade security and compliance into our platform from the ground up to meet the rigorous standards of Fortune 500 sales organizations. We maintain GDPR, CCPA, and SOC 2 Type 2 certifications, ensuring that customer data and sales conversations are protected with the highest industry standards for privacy, security, and operational controls. Unlike Salesforce's Einstein solutions—which store data in separate AWS instances and create data accessibility and governance problems—we maintain unified, secure data architecture that keeps revenue intelligence centralized, compliant, and accessible only to authorized users. For sales managers overseeing enterprise deals involving sensitive customer information, technical architecture discussions, and pricing negotiations, this security infrastructure ensures that all conversation data captured by our platform is protected and compliant with regulatory requirements.

Our CRM Manager agent maintains real-time audit trails of all automated updates, provides feedback loops with reps to validate data accuracy, and supports dynamic workflow customization to match specific compliance requirements—critical for industries like healthcare, financial services, or government contracting where data governance is paramount. We're prioritizing a Compliance Sentinel agent that will monitor CRM and email activity for GDPR/CCPA violations, auto-redact sensitive data, and alert managers to necessary consent actions—further automating compliance monitoring that currently consumes manager time. Because our agents work within your existing security perimeter by integrating with approved tools like Salesforce, Slack, and email, we don't create new security vulnerabilities or require separate data repositories that expand your attack surface. We protect data so sales teams can focus on growing business with peace of mind—a core differentiator from legacy platforms that require extensive manual compliance management and create data silos across fragmented tools. Schedule a security review call with our team to discuss your specific compliance requirements.