Otis

Sales teams lose hours switching between CRM, ERP, pricing systems, and approval tools. Information gets duplicated manually. Updates happen in one place but not another. Otis connects these systems, pulling accurate data from ERP for quotes, updating CRM automatically after customer interactions, and syncing approvals across platforms. Teams work with current information without the busywork of keeping multiple systems aligned.

Complex deals require input from pricing, engineering, legal, and finance. Requests sit in email. Approvals wait on the wrong desk. Context gets lost in handoffs. Otis manages the coordination, routing requests to the right people with necessary context, tracking status across teams, and surfacing blockers before they stall deals. Cross-functional collaboration happens efficiently without constant manual follow-up.

Pipeline reviews focus on what's visible, missing upsell potential and cross-sell opportunities buried in purchase history and usage patterns. Otis analyzes data across systems to identify accounts ready for expansion, flag complementary products that fit existing configurations, and provide big-picture pipeline analysis. Sales teams see the full revenue picture and act on opportunities that would otherwise go unnoticed.