Pipeline Patterns
Ask Olli to analyze your entire pipeline for trends and patterns. He'll review your full book of business and return:
Overall pipeline shape and stage distribution
Which stages need the most attention
What's working and what's stalling deals
Alarming signals worth acting on
Ask Olli for pipeline-level analysis and he'll get to work.
For best results, be specific about what you're looking for. Something like "What deals have the most momentum in XX Stage" is much better than "What are trends in my pipeline?". The latter will likely be too vague and too broad for Olli to assess.
Good prompts to try:
"What noteworthy patterns can you find in deals that closed this quarter?"
"Look at [User's] pipeline - what needs the most attention right now?"
"Review recent calls for deals in Discovery. What are good examples and our most engaged opportunities?"
*Try specifying stage, user, or use case to narrow down Olli's focus.
Deal Health Signals
For every deal, Olli will score it behind the scenes to measure objective data on health and status. Ask Olli to get a quick snapshot of any deal before a call or pipeline review meeting. He'll surface key information like:
Deal strengths and gaps
What's currently at risk in the deal
Key stakeholders, competitors, objections, and buying process details
Recommended next steps
Try asking Olli:
"Give me a deal status for [deal name]."
"What's the health of this deal?"
Specify the name of a user or stage(s) to get specific.
Documents or Meeting Summaries
If you've been building documents with your champions as part of the deal, Olli can summarize them all at once. And with all your meeting recordings in one place, Olli can also analyze those for trends and takeaways too. Things like:
Top-level summaries of each document for a deal or account
Key themes across a full set of documents
Call highlights or trends among recent calls
Patterns worth noting
Try asking Olli:
"Summarize all the documents in this deal."
"What are the key themes across the documents in this deal?"
"Looking at [user's] recent calls, what are areas for coaching?"
*Account-Level Insights
A note about account-level insights: Everything available at the deal level can also be applied at the account level. If you have CRM accounts synced, you can ask Olli to identify patterns, surface risks, or summarize documents for any account - especially useful for managing complex, multi-stakeholder accounts. Just head to the CRM Accounts tab.
Try asking Olli:
"Analyze this account for patterns and risks."
"What should I be focused on for this account right now?"
"What opportunities exist that we're not tapping into?"