Oliv ensures you're always well equipped to close deals with three types of messages: summary of tomorrow's meetings, meeting prep summary, meeting Summary. To streamline your workday, these messages are automatically set up once you integrate Oliv with Slack and will also be sent to your email by default.
Automatically receiving messages
Once Oliv is connected to your Slack, you'll automatically start receiving the following message types without any need for manual setup:
Additionally, to make the most out of your Slack experience, click here to install the Oliv Slack Sales Companion app.
1. Summary of tomorrow's meetings
Having a clear overview of the next day's schedule can significantly enhance productivity and preparation. Oliv addresses this by sending a summary of tomorrow's meetings.
What does the message contain?
A list of all upcoming meetings for the following day that Oliv will summarize, providing an overview of what your day will look like.
When will It be sent?
The summary is sent at 4 PM local time, allowing you ample time to prepare for the next day.
2. Prep summary
The prep summary message from Oliv provides you with quick overview about your upcoming meeting, including insights about the account and contact you will be engaging with.
What does the message contain?
Meeting details such as the title, date, time, participants, and the account associated with the meeting.
Research information valuable insights about the account and contact you're meeting with.
When will it be sent?
This message is sent 10 minutes before the meeting, ensuring you have key insights at your fingertips right when you need it.
3. Meeting summary
After a meeting concludes, capturing the essence and action points is crucial for effective follow-up. Oliv's meeting summary provides a comprehensive overview of the meeting's key aspects.
What does the message contain?
Meeting details such as the title, date, time, participants, and the account associated with the meeting.
Key takeaways from the meeting, outlining the next steps, talk time, and a scorecard.
When will it be sent?
The meeting summary is sent immediately after the meeting ends, allowing you to review and action the discussed points without delay.
Disabling messages
If you prefer not to receive these automated messages, you can easily disable them by visiting your Profile Settings page.
Conclusion
Oliv simplifies how sales professionals approach meetings by providing critical information before and after meetings, all within the familiar interface of Slack. These automated messages - summary of tomorrow's meetings, prep summary, and meeting summary—ensure that you are well-prepared for your meetings, stay informed about important details, and can efficiently follow up on action items. With Oliv, you can focus more on the meeting's content and less on the logistics.
References
For any questions and feedback, please email [email protected]