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SEs should not start from AE memory.

Oliv agents read the calls, the CRM, and the POC docs, and turn that context into the demo plans, business cases, and handoff packets your SE team needs.

CRM

Calls / Meetings

POC / Docs

SE Handoff

Business Case

Technical Demo Plan

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The challenge

Sales engineering breaks when context is optional.

SEs have plenty of tools. The technical truth of the deal is spread across too many of them.

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.

Solution engineering 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 motion
run 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

Claude

Call recordings

Salesforce

AE notes

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

Salesforce

POC doc

AE notes

Live Deal Context

Demo plan

POC status

Business case

Handoff packet

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 agents

The agents come directly from the SE problems.

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

Demo Planner

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.

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.

Book a 7m chat with the founder

Run the technical sale from what the buyer actually said.

Give SEs the plan before the demo, the truth during the POC, and the packet after close.