OtterPilot for Sales

OtterPilot^TM for Sales is an AI sales assistant that will transform how sales teams operate and help them close more deals and generate more revenue more efficiently.

Here’s what it will look like for sales teams.

Automated Sales Call Notes

Sales Reps can say goodbye to tedious tasks like note-taking when OtterPilot auto-joins sales calls as the team's note-taker. Its real-time AI-powered transcription is highly accurate, freeing reps to focus on what matters.

AI-powered Sales Insights

Using AI, OtterPilot extracts the key Sales Insights from calls automatically - including Budget, Authority, Need, and Timeline (BANT).

Automatic Sync to Salesforce (and later Hubspot)

Sales Reps save time when OtterPilot automatically syncs Sales Insights directly into the CRM, eliminating manual data entry. Sales leaders and ops get real-time access to insights, too.

Otter AI Chat

Everyone on the sales team can collaborate and respond quickly to customer questions using Otter AI Chat, a sidekick that can answer questions about a call, write a follow-up email, and even summarize the customer’s sentiment. During the call, sales managers can use Otter AI Chat to message sales reps without even joining the call.

Centrally Organized Customer Call Notes

Sales Ops can keep everyone aligned when customer call notes and insights are centrally organized into folders accessible to the entire team. It also provides an easy way for Sales Leaders to review multiple calls at once as they are happening and drop in and coach their reps in real time via Otter AI Chat.