Upload your sales methodology and Olli guides your team through every deal stage with exactly what needs to happen next.
Highlights
Upload Your Sales Framework.
Drop in your sales process doc and Olli automatically maps it to your pipeline stages. Your methodology is now baked into every coaching moment, so reps get consistent guidance without you repeating the same process over and over.Stage-Specific Coaching.
Olli knows where each deal is and serves up targeted guidance on hitting exit criteria and advancing to the next stage. Instead of generic advice, your team gets precise direction based on where they actually are in the deal.Keep Process Separate from Messaging.
Your internal sales process stays internal. This tells Olli how AEs should execute deals, not what they say to buyers, so process details never bleed into customer-facing conversations.Getting Started
The settings page is only available to a Fluint workspace admin. They can upload or edit the sales process details for their entire org.
- Go to Settings → Sales Process
- Upload your sales methodology document (PDF only)
- Review how Olli mapped your stages
- Adjust descriptions or exit criteria if needed
- Save your changes
- Olli starts giving stage-appropriate guidance on the next call
