DailyIndustry&CompetitorInsightsinyourinbox
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DailyIndustry&CompetitorInsightsinyourinbox
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For industrial field sales teams

Don’t Open Your CRM.
Just Call
Otto.

Otto is an AI sales coordinator
for industrial field reps. Reps call Otto before and after visits. Otto handles the rest.

The problem

Field Reps Are Working. Opportunities Are Slipping.

Industrial reps do not lose deals because they are lazy. They lose deals because too much happens between visits.

  • The quote that did not get sent.
  • The follow-up that stayed in a notebook.
  • The renewal nobody remembered.
  • The customer issue that never reached the manager.
  • The opportunity that quietly went cold.

Otto closes that gap.

  • Before the visit, Otto prepares the rep.
  • After the visit, Otto captures the next steps.
  • Then it updates the systems and keeps the deal moving.
Field rep on the road between customer visits

Watch Otto on a call.

Hands-free. Eyes-up. Pipeline moving while you get dressed.

Demo thumbnail
How it works

The rep talks. Otto does the work.

The rep does what they are good at, the visit. Then they call Otto and say what happened. Otto handles the rest.

Otto calls before the visit

Otto briefs the rep on everything that matters for that day: quotes, renewals, talking points, all in one brief.

  • Your quote has been sitting for 12 days.
  • They raised a delivery issue on the last order.
  • Their contract renews next month.
  • Ask about the expansion project.

The rep visits the customer

Face to face, focused on the buyer, not the paperwork. The rep is fully present for the conversation.

  • They sell.
  • They listen.
  • They build the relationship.

The rep calls Otto after the visit

A two-minute debrief by voice. Otto handles the rest, logs meetings, drafts follow-ups, and updates the next step.

  • Send revised pricing by Friday.
  • The competitor came in lower.
  • They are interested in another facility.
  • Follow up next Tuesday.

Otto handles the admin

CRM, follow-ups, and the next step are already in motion before the rep even reaches the next stop.

  • CRM updated.
  • Meeting logged.
  • Follow-up drafted.
  • Opportunity updated.
  • Manager informed.
  • Customer context saved.

All before the rep reaches the next stop.

Answers in the field

Industrial sales reps
get asked questions every day.

Otto gives reps answers while they are still with the customer.

It connects to your product data, inventory, CRM, quotes, email, calendar, and customer history.

  • No callbacks.
  • No digging through systems.
  • No lost momentum.
Rep getting answers from Otto during a customer visit
Is this in stock?
What Otto does

What Otto Does For Your Team

  • Prepares every rep before customer visits.

  • Captures every conversation after the visit.

  • Updates CRM without reps typing.

  • Drafts follow-ups and quote next steps.

  • Remembers customer history.

  • Flags stuck quotes, renewals, and cold accounts.

  • Gives managers visibility without chasing reps.

  • Turns field activity into revenue movement.

Integrations

Works With
Your Existing Systems

Otto connects to the tools your team already uses.

Salesforce
Salesforce
HubSpot
HubSpot
SAP
SAP
Microsoft Dynamics 365
Microsoft Dynamics 365
Acumatica
Acumatica
Netsuite
Netsuite
Tacton
Tacton
Pandadoc
Pandadoc
Epicor
Epicor
Dealhub
Dealhub
Dropbox
Dropbox
Google Drive
Google Drive
Google Meet
Google Meet
Gmail
Gmail
Slack
Slack
Teams
Teams
Outlook
Outlook
Google Calendar
Google Calendar
Zoom
Zoom
Salesforce
Salesforce
HubSpot
HubSpot
SAP
SAP
Microsoft Dynamics 365
Microsoft Dynamics 365
Acumatica
Acumatica
Netsuite
Netsuite
Tacton
Tacton
Pandadoc
Pandadoc
Epicor
Epicor
Dealhub
Dealhub
Dropbox
Dropbox
Google Drive
Google Drive
Google Meet
Google Meet
Gmail
Gmail
Slack
Slack
Teams
Teams
Outlook
Outlook
Google Calendar
Google Calendar
Zoom
Zoom
Salesforce
Salesforce
HubSpot
HubSpot
SAP
SAP
Microsoft Dynamics 365
Microsoft Dynamics 365
Acumatica
Acumatica
Netsuite
Netsuite
Tacton
Tacton
Pandadoc
Pandadoc
Epicor
Epicor
Dealhub
Dealhub
Dropbox
Dropbox
Google Drive
Google Drive
Google Meet
Google Meet
Gmail
Gmail
Slack
Slack
Teams
Teams
Outlook
Outlook
Google Calendar
Google Calendar
Zoom
Zoom
Salesforce
Salesforce
HubSpot
HubSpot
SAP
SAP
Microsoft Dynamics 365
Microsoft Dynamics 365
Acumatica
Acumatica
Netsuite
Netsuite
Tacton
Tacton
Pandadoc
Pandadoc
Epicor
Epicor
Dealhub
Dealhub
Dropbox
Dropbox
Google Drive
Google Drive
Google Meet
Google Meet
Gmail
Gmail
Slack
Slack
Teams
Teams
Outlook
Outlook
Google Calendar
Google Calendar
Zoom
Zoom
Salesforce
Salesforce
HubSpot
HubSpot
SAP
SAP
Microsoft Dynamics 365
Microsoft Dynamics 365
Acumatica
Acumatica
Netsuite
Netsuite
Tacton
Tacton
Pandadoc
Pandadoc
Epicor
Epicor
Dealhub
Dealhub
Dropbox
Dropbox
Google Drive
Google Drive
Google Meet
Google Meet
Gmail
Gmail
Slack
Slack
Teams
Teams
Outlook
Outlook
Google Calendar
Google Calendar
Zoom
Zoom
Salesforce
Salesforce
HubSpot
HubSpot
SAP
SAP
Microsoft Dynamics 365
Microsoft Dynamics 365
Acumatica
Acumatica
Netsuite
Netsuite
Tacton
Tacton
Pandadoc
Pandadoc
Epicor
Epicor
Dealhub
Dealhub
Dropbox
Dropbox
Google Drive
Google Drive
Google Meet
Google Meet
Gmail
Gmail
Slack
Slack
Teams
Teams
Outlook
Outlook
Google Calendar
Google Calendar
Zoom
Zoom
Salesforce
Salesforce
HubSpot
HubSpot
SAP
SAP
Microsoft Dynamics 365
Microsoft Dynamics 365
Acumatica
Acumatica
Netsuite
Netsuite
Tacton
Tacton
Pandadoc
Pandadoc
Epicor
Epicor
Dealhub
Dealhub
Dropbox
Dropbox
Google Drive
Google Drive
Google Meet
Google Meet
Gmail
Gmail
Slack
Slack
Teams
Teams
Outlook
Outlook
Google Calendar
Google Calendar
Zoom
Zoom
Salesforce
Salesforce
HubSpot
HubSpot
SAP
SAP
Microsoft Dynamics 365
Microsoft Dynamics 365
Acumatica
Acumatica
Netsuite
Netsuite
Tacton
Tacton
Pandadoc
Pandadoc
Epicor
Epicor
Dealhub
Dealhub
Dropbox
Dropbox
Google Drive
Google Drive
Google Meet
Google Meet
Gmail
Gmail
Slack
Slack
Teams
Teams
Outlook
Outlook
Google Calendar
Google Calendar
Zoom
Zoom

No rip-and-replace No new workflow No extra dashboard for reps.

Just one number to call.

Who it is for

Built For Industrial Sales

Otto is built for teams selling in the field, not sitting behind a desk.

Industrial Equipment & Distribution

Industrial Equipment & Distribution

Material Handling • Bearings • Hydraulics • Fasteners

  • Thousands of parts.
  • Constant questions.

Otto helps reps keep opportunities moving and technical details close at hand.

Process Industries

Process Industries

Adhesives • Chemicals • Industrial Gases • Manufacturing

  • Complex applications.
  • Long customer relationships.

Otto keeps conversations, account history, and next steps connected.

Electrical & Automation

Electrical & Automation

Controls • Drives • Sensors • Electrical Equipment

  • Specifications.
  • Lead times.
  • Compatibility questions.

Otto helps reps answer confidently and keep projects moving.

Construction & Building Systems

Construction & Building Systems

Construction Equipment • HVAC • Plumbing • Building Products

  • Schedules change.
  • Priorities shift.
  • Customers call from the job site.

Otto helps reps stay responsive without getting buried in admin.

Infrastructure & Energy

Infrastructure & Energy

Oil & Gas • Solar • Wind • Water Treatment • Power Generation

  • Critical operations.
  • Long buying cycles.

Otto helps teams keep opportunities moving between visits.

Packaging & Materials

Packaging & Materials

Flexible Packaging • Labels • Films • Containers

  • Requirements change.
  • Orders change.
  • Timelines change.

Otto helps reps stay on top of customer needs without ending the day behind a desk.

Give every field rep an
AI Sales Coordinator