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For Sales Engineering

SEs should not startfrom AE memory.

Oliv is the institutional memory of every deal. It holds the full context of everything happening around a deal and converts it into the knowledge your SE team walks into every meeting with.

Business Case

Pain to impact to value, built for this account

Total impact

$2.4 M

SE Handoff

Everything your SE needs to own the meeting.

Technical Demo Plan

What to show to whom, and why it matters

CRM

Account History

Open opportunities

Stakeholders

Past interactions

Calls / Meetings

Their team is worried about X,Y and Z...

POC / Docs

Technical requirements

Success metrics

Use cases

Constraints

WhatfixNetsmartAdvancedMDInsurifyRootlyGlossGeniusHyperVergeTruVideoOnyxWhatfixNetsmartAdvancedMDInsurifyRootlyGlossGeniusHyperVergeTruVideoOnyx

You tried Gainsight.Three years in, it still is not what you were promised.

CS handles more data than any other team in revenue, with five different apps per customer. Every past attempt at fixing this hit the same three walls.

The first SE touchpoint is too thin.

The AE ran the calls. The buyer shared the pain. The SE still walks in asking what happened. Gong has the recordings, Salesforce has the fields, and even the SE's own notes lose their meaning a week later.

POCs drift after kickoff, and nobody says it.

Success criteria change, owners miss steps, and the status reads "on track" because someone typed it that way. Leaders want the real number, not the polite one.

The handoff loses the technical sale.

Onboarding needs the evaluation context, the risk, the architecture decisions, and the promises that closed the deal. Right now they get a Slack thread and good luck.

Solution

Make every SE motionrun from live deal context.

Oliv reads the work already happening, structures it around your process, and puts the right agent on the next job.

Before Oliv

Context is collected manually.

Slack

Salesforce

Claude

AE notes

Call recordings

POC doc

Someone reads the call notes, asks the AE, checks the CRM, and rebuilds the story every time.

Your best SEs are already doing this in Claude the night before.

With Oliv

The artifacts write themselves.

Slack

POC doc

CRM

Call history

Demo Plan

POC Tracker

Business case

Handoff

Live

Deal Context

The demo plan, POC tracker, business case, and handoff packet stay current as the deal moves.

Same instinct your best SEs already have, made systematic for the whole team.

The Mechanism

One agent per SE problem.

Each agent owns one piece of the technical sale. No generic assistant layer. No extra dashboard to babysit.

Handoff into SE

POC Motion

Value Engineering

Handoff out of SE

Demo Planner

When an SE is pulled into a deal, Demo Planner turns everything that happened before into a clean plan for the next conversation.

Demo Planner

Solves

SEs coming in cold after AE discovery.

Reads

Calls, notes, CRM fields, emails, and technical questions.

Gives

Demo flow, agenda, stakeholder context, and gaps to validate.

Stop learning about churn on the renewal call.

Seven minutes. No pitch. A real conversation about your retention motion.

Oliv

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