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Oskar

Oskar

AI

AI-powered sales assistant that captures emails and meetings, suggests next steps, and keeps deals on track for non-salespeople.

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Paid
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About Oskar

Skarbe provides an AI-powered sales assistant designed for non-salespeople to manage opportunities without a traditional CRM. The assistant captures every email and meeting, analyzes context, and suggests the next actions to move deals forward. By surfacing recommended next steps and tracking deal progress, Skarbe helps teams stay organized, reduce manual follow-up, and keep sales processes on track without requiring CRM adoption.

Screenshots

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Key Features

Automatic Capture: Continuously captures emails and meeting data to record interactions and preserve deal context without manual entry.
Next-Step Suggestions: Analyzes conversation and meeting context to recommend actionable follow-ups and priorities for each deal.
Deal Tracking: Maintains visibility into deal progress and surfaces items that need attention to keep opportunities moving.
Non-Sales Friendly Interface: Designed for users who are not sales specialists, reducing friction and training required to manage sales activity.
Contextual Reminders: Prompts users about outstanding tasks and recommended actions based on captured communications and timelines.
Passive capture of emails related to deals
Capture and logging of meetings
Contextual next-action suggestions to progress deals
Automated deal tracking to reduce manual CRM entry
Designed for non-salespeople to manage sales workflows

Use Cases

Managing inbound leads from email by capturing correspondence and receiving recommended follow-ups without a CRM.
Empowering founders or product teams to track sales conversations and next steps directly from their inbox and calendar.
Customer success teams tracking renewal conversations and action items by capturing meetings and suggested next actions.
Small teams avoiding CRM adoption but needing automated deal tracking and reminders based on real communications.
Streamlining follow-up workflows by surfacing prioritized next steps after sales calls or email exchanges.
Small teams that want pipeline visibility without adopting a full CRM
Non-sales employees who need help following up and progressing opportunities
Automating meeting and email capture to maintain deal history
Providing suggested next steps to accelerate stalled deals

Frequently asked questions about Oskar

What is the pricing structure for Oskar?

Oskar's pricing structure features several tiers based on portfolio size, starting at 1.0% per annum for portfolios under €10,000 and decreasing to 0.7% per annum for portfolios exceeding €50,000. Additional external product costs may apply, impacting the overall investment expenses.

Key Points

  • Portfolio Size Matters: Pricing varies significantly based on the total portfolio size.
  • Tiered Structure: Lower fees are available for larger portfolios.
  • External Costs: Be aware of potential additional charges from external products.

Detailed Explanation

Oskar's pricing model is designed to be straightforward and scalable, making it accessible for a wide range of investors. Here’s a breakdown of the tiers:

  1. Portfolios Under €10,000: For smaller investors, Oskar charges a management fee of 1.0% per annum. This tier is ideal for beginners or those testing the waters in investment without committing substantial funds.

  2. Portfolios from €10,000 to €50,000: As portfolios grow, the management fee decreases. This tier typically charges around 0.9% per annum, encouraging users to increase their investments with Oskar.

  3. Portfolios Above €50,000: For larger portfolios, Oskar offers a competitive rate of 0.7% per annum. This reduction rewards investors who trust Oskar with larger sums, making it a cost-effective choice for serious investors.

Additional Costs

While Oskar’s management fees are transparent, users should consider any external product costs that may arise. These could include transaction fees, fund management fees from underlying investments, or other service-related charges that Oskar does not control. Always review the full cost structure before investing.

Best Practices / Tips

  • Assess Your Portfolio Size: Determine your investment amount to better understand which tier you fall into and how it affects your fees.
  • Monitor Additional Costs: Stay informed about any external product costs that could affect your total investment expenses.
  • Review Annually: Regularly assess your portfolio size and Oskar's fee structure to ensure you are maximizing your investment efficiency.

Additional Resources

How does Oskar help non-salespeople manage sales tasks?

Oskar helps non-salespeople manage sales tasks by automatically capturing emails and meetings, providing actionable next-step suggestions, and tracking deals seamlessly. This user-friendly platform minimizes the need for extensive training, enabling professionals from various backgrounds to efficiently handle sales workflows.

Key Points

  • Automated Email and Meeting Capture: Oskar saves time by automatically gathering relevant communications.
  • Next-Step Suggestions: The tool offers intelligent recommendations for follow-ups and actions.
  • Deal Tracking: Users can easily monitor and manage deals in progress without sales expertise.

Detailed Explanation

Oskar is designed with non-salespeople in mind, making it an ideal solution for professionals who may not have formal sales training. Here’s how Oskar simplifies sales tasks:

  1. Automated Email and Meeting Capture: Oskar integrates with your email and calendar systems to automatically capture communications and meetings related to sales opportunities. For example, if a meeting is scheduled with a potential client, Oskar will log it and extract key details for later reference. This feature ensures that no important information is lost and reduces the manual work of tracking interactions.

  2. Next-Step Suggestions: After analyzing captured data, Oskar provides tailored next-step suggestions. For instance, if a follow-up email is needed after a meeting, Oskar can recommend what to say based on previous interactions and the context of the conversation. This guidance helps users stay proactive in their sales approach, even if they lack sales experience.

  3. Deal Tracking: Oskar allows users to easily track the status of their deals. Users can view all current opportunities, update deal stages, and set reminders for follow-ups. This functionality empowers non-salespeople to maintain an organized sales pipeline, ensuring they can manage multiple deals effectively without feeling overwhelmed.

Best Practices / Tips

  • Utilize Integrations: Make sure to connect Oskar with your existing email and calendar services for optimal performance.
  • Regularly Review Suggestions: Take time to review and act on the next-step suggestions Oskar provides to stay on top of sales tasks.
  • Train with Resources: Although Oskar is user-friendly, participating in training sessions or reviewing tutorials can enhance your usage of the platform, making you more efficient.

Additional Resources

How can I get started with Oskar?

To get started with Oskar, visit the official website, create an account, and link your email and calendar. This integration enables automatic capture of communications and streamlines deal tracking, enhancing your productivity from the very beginning.

Key Points

  • Visit the Oskar Website: Access the platform directly.
  • Create an Account: Sign up with your preferred credentials.
  • Link Your Email and Calendar: Enable seamless communication tracking.

Detailed Explanation

To start using Oskar, navigate to the official Oskar website. Once there, follow these simple steps:

  1. Create an Account: Click on the "Sign Up" button and fill in the required details, including your name, email address, and a secure password. You may also have the option to sign up using social media accounts for quicker access.

  2. Verify Your Email: After registering, check your inbox for a verification email. Click the link within the email to confirm your account.

  3. Link Your Email and Calendar: Once logged in, access the settings menu. Here, you can link your email service (like Gmail or Outlook) and your calendar. This integration allows Oskar to automatically capture communications and track deals directly related to your activities.

  4. Explore Features: Familiarize yourself with Oskar's features such as task management, deal tracking, and reporting tools. Take a tour of the dashboard to understand how to navigate the system effectively.

  5. Start Using Oskar: Begin adding your contacts, deals, and tasks. Utilize the automatic capture feature to save time and stay organized.

Best Practices / Tips

  • Regularly Update Your Profile: Ensure your profile is current to maximize the effectiveness of Oskar’s features.
  • Utilize Integrations: Explore additional integrations with tools you already use, such as project management software or CRM systems.
  • Set Reminders: Use Oskar’s reminder features to keep track of important follow-ups and deadlines.
  • Train Your Team: If using Oskar within a team, ensure everyone is trained on the platform for optimal collaboration.

Additional Resources

What are the technical requirements for integrating Oskar?

Oskar requires access to your email and calendar accounts to function optimally. The integration process is user-friendly and doesn't necessitate advanced technical skills, making it accessible for most users looking to enhance their productivity with Oskar.

Key Points

  • Oskar needs access to email and calendar accounts.
  • Integration is straightforward and user-friendly.
  • No extensive technical knowledge is required.

Detailed Explanation

Integrating Oskar into your workflow is designed to be seamless. To start, users must provide Oskar with access to their email and calendar accounts. This is essential as it allows Oskar to sync appointments, send reminders, and manage tasks effectively.

Step-by-Step Integration Process

  1. Sign Up: Create an Oskar account on their website.
  2. Authorization: During the setup, you will be prompted to authorize Oskar to access your email (Gmail, Outlook, etc.) and calendar services.
  3. Configuration: Once access is granted, configure your preferences, such as notification settings and task management options.
  4. Test Functionality: After setup, perform a test by scheduling a meeting through Oskar to verify the integration works smoothly.

Use Cases

  • Scheduling Meetings: Oskar can analyze your calendar and suggest optimal meeting times based on your availability.
  • Task Management: Tasks can be created directly from emails, streamlining workflow and increasing productivity.
  • Reminders: Oskar sends timely reminders for upcoming meetings and deadlines, ensuring you stay organized.

Best Practices / Tips

  • Ensure Permissions: Double-check that Oskar has the necessary permissions to access your accounts; this is crucial for its functionality.
  • Regular Updates: Keep Oskar and your email/calendar apps updated to avoid compatibility issues.
  • Feedback Loop: Utilize Oskar's feedback feature to report any issues or suggest improvements, helping enhance the tool for future users.

Additional Resources

How does Oskar compare to other sales tools?

Oskar differentiates itself from traditional sales tools by targeting non-sales professionals, providing features like automatic email capture and contextual reminders. This user-centric approach reduces reliance on manual entry and training, making it accessible for teams without a dedicated sales background.

Key Points

  • Focus on Non-Sales Professionals: Oskar is designed for users outside typical sales roles, enhancing productivity.
  • Automatic Email Capture: This feature streamlines data entry, allowing users to focus on their core responsibilities.
  • Contextual Reminders: Oskar's reminders help users stay organized and proactive without the need for extensive training.

Detailed Explanation

Oskar positions itself uniquely in the sales technology landscape by catering specifically to team members who may not identify as sales professionals. This makes it ideal for companies looking to empower their entire workforce to contribute to sales processes without the complexity often associated with traditional Customer Relationship Management (CRM) systems.

Automatic Email Capture

One of Oskar’s standout features is automatic email capture. This functionality automatically collects and organizes email interactions, eliminating the need for users to manually log communications. For instance, if a marketing professional exchanges emails with a potential lead, Oskar captures this information in real-time. This feature not only saves time but also ensures no valuable customer interaction is overlooked.

Contextual Reminders

Oskar also offers contextual reminders that help users manage follow-ups and tasks relevant to their interactions. For example, if a user has an upcoming meeting based on previous email exchanges, Oskar sends a reminder about this appointment along with pertinent details. This proactive approach keeps team members aligned with customer needs and enhances overall engagement.

Best Practices / Tips

  • Leverage Automatic Features: Encourage your team to utilize Oskar's automatic email capture to minimize manual data entry, allowing them to focus on customer relationships.
  • Set Up Reminders: Make full use of contextual reminders to ensure timely follow-ups. Regularly review and adjust reminder settings to match your workflow.
  • Training and Onboarding: Conduct brief training sessions to familiarize your team with Oskar’s features, maximizing its benefits without overwhelming them with extensive learning.

Additional Resources

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