Octiv: Use-Cases, Insights and Reviews | 2024 Cuspera

Octiv Sales Document Management allows users to create, manage, track, and analyze sales proposals. Users can customize proposals using templates and track prospect engagement, improving close rates. The platform integrates with CRM systems and offers analytics, but lacks granular reporting capabilities.

Octiv Engagement Management provides tools to streamline the proposal creation and engagement process. It enables users to track prospect interactions with proposals and analyze engagement data for improved sales performance. Octiv Engagement Management currently lacks the capability to provide real-time support for customer inquiries.

The platform provides a centralized location for document management, including proposal creation, tracking, and analytics. Users can publish and share documents through email or signature request, and the system integrates with CRM systems. However, the system lacks the ability to edit documents after publication, which can be a limitation for users.

Octiv is a cloud-based content management system that provides a platform for content creation, sharing, and collaboration. The system supports various types of content, including snippets, proposal content, and marketing materials, and allows users to track document interactions. However, Octiv does not allow users to save edited versions of library content.

Octiv Workflow Management enables users to create and manage documents and assets, including sales presentations, quotes, proposals, and contracts, streamlining processes and automating workflows. It integrates with other systems such as CRM, CPQ, and ERP to improve efficiency and accelerate sales opportunities. Octiv's workflow management capabilities are limited by the lack of robust task and activity chaining features.