Discover how OtterPilot™ for Sales can transform each one of these roles:
Sales Leaders
Coach your team at scale
OtterPilot transcribes calls in real time, giving you visibility into each rep’s verbatim discussion. Identify highlights and lowlights from calls to coach your entire team. You can even coach your reps while they are on a live call, without ever joining or interrupting the call.
Get unbiased visibility into your pipeline
After each call, OtterPilot for Sales automatically syncs Sales Insights and a link to the call notes to Salesforce and HubSpot, giving you complete visibility vs. relying on manually entered CRM data.
Increase productivity for your team
OtterPilot for Sales takes care of the administrative tasks, including writing notes, extracting Sales Insights, adding notes to Salesforce and HubSpot, and generating follow-up emails, so your reps can spend more time closing deals.
Resources for Sales
On-Demand Webinar
Improve sales productivity with AI-powered automated notesAiden Technologies saves time and improves rep efficiency by 33% with Otter.ai.
Case Study
Why I chose Otter.ai over GongCanidium addressed virtual meeting challenges by adopting Otter resulting in streamlined collaboration, time savings, and improved efficiency.
Demo
Otter AI Chat for SalesWatch this demo to leverage Otter AI's chat capabilities to summarize sales calls, collaborate with management, and automate follow-up tasks
Account Executives
Extracts Sales Insights
OtterPilot for Sales automatically extracts Sales Insights including BANT (Budget, Authority, Need, and Timeline), action items, and much more from your calls. Automatically identify progress and risks, so focus on the most important areas to close the deal.
Syncs with Salesforce and Hubspot
After your call, OtterPilot for Sales automatically pushes Sales Insights and a link to the call notes to Salesforce and HubSpot, saving you hours each week.
Generates Follow-up Emails
Ask Otter to generate follow-up emails, action items, and much more.
Writes call notes and captures slides
OtterPilot automatically joins calls on Zoom, Microsoft Teams, and Google Meet, to write notes and captures slides, so you can focus on the discussion with your prospect.
Resources for Sales
On-Demand Webinar
Improve sales productivity with AI-powered automated notesAiden Technologies saves time and improves rep efficiency by 33% with Otter.ai.
Case Study
Why I chose Otter.ai over GongCanidium addressed virtual meeting challenges by adopting Otter resulting in streamlined collaboration, time savings, and improved efficiency.
Demo
Otter AI Chat for SalesWatch this demo to leverage Otter AI's chat capabilities to summarize sales calls, collaborate with management, and automate follow-up tasks
Sales Operations
Efficiency with AI
OtterPilot for Sales provides unbiased visibility into any deal’s progress and next steps, allowing you to step-in as needed, to help close the deal.
Resources for Sales
On-Demand Webinar
Improve sales productivity with AI-powered automated notesAiden Technologies saves time and improves rep efficiency by 33% with Otter.ai.
Case Study
Why I chose Otter.ai over GongCanidium addressed virtual meeting challenges by adopting Otter resulting in streamlined collaboration, time savings, and improved efficiency.
Demo
Otter AI Chat for SalesWatch this demo to leverage Otter AI's chat capabilities to summarize sales calls, collaborate with management, and automate follow-up tasks
Customer Success
Extracts Sales Insights
OtterPilot for Sales provides a perfect handoff from Account Executives to Customer Success. Otter not only provides call transcripts, but also extracts Sales Insights including BANT (Budget, Authority, Need, Timeline), so you have actionable context of all previous interactions.
Syncs with Salesforce and Hubspot
After your call, OtterPilot for Sales automatically pushes Sales Insights and a link to the call notes to Salesforce and HubSpot, saving you hours each week.
Generates Follow-up Emails
OtterPilot for Sales provides a perfect handoff from Account Executives to Customer Success. Otter not only provides call transcripts, but also extracts Sales Insights including BANT (Budget, Authority, Need, Timeline), so you have actionable context of all previous interactions.
Writes call notes and captures slides
OtterPilot for Sales provides a perfect handoff from Account Executives to Customer Success. Otter not only provides call transcripts, but also extracts Sales Insights including BANT (Budget, Authority, Need, Timeline), so you have actionable context of all previous interactions.
Resources for Sales
On-Demand Webinar
Improve sales productivity with AI-powered automated notesAiden Technologies saves time and improves rep efficiency by 33% with Otter.ai.
Case Study
Why I chose Otter.ai over GongCanidium addressed virtual meeting challenges by adopting Otter resulting in streamlined collaboration, time savings, and improved efficiency.
Demo
Otter AI Chat for SalesWatch this demo to leverage Otter AI's chat capabilities to summarize sales calls, collaborate with management, and automate follow-up tasks
