OrbitShift for sales teams

Put your best foot forward on every step of your deal lifecycle

Let AI do all the desk work and get you what you just need to win deals - leads, account research, contextualized email templates, content for conversations, RFP/RFI analysis

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We help sales teams achieve

We help sales teams achieve

2 to 3x

Higher pipeline
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1.5 to 2x

Deal participation rate
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20 to 30%

Higher win rate
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60 to 70%

Efficiency in internal sales activities
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Account-based consultative sales reimagined

With customer accounts as an anchor for full deal life-cycle features built intuitively (e.g., priorities, key executives, customer persona, contextual email/message, account research, on demand knowledge search/content generation), OrbitShift makes account based sales teams’ life dramatically simpler and more productive

AI in natural sales behavior

With AI-native approach OrbitShift conforms to sales DNA (e.g., concise ideas/recommendations vs. data for short attention span; actions for faster results seeking)

External orientated and forward looking

Unlike CRM, account planning tools which rely on the past and internal data, OrbitShift is all about keeping sales teams in sync with the changing realities of their customers to give them a valuable edge in sourcing and winning deals

Account-based consultative sales reimagined

With customer accounts as an anchor for full deal life-cycle features built intuitively (e.g., priorities, key executives, customer persona, contextual email/message, account research, on demand knowledge search/content generation), OrbitShift makes account based sales teams’ life dramatically simpler and more productive

AI in natural sales behavior

With AI-native approach OrbitShift conforms to sales DNA (e.g., concise ideas/recommendations vs. data for short attention span; actions for faster results seeking)

External orientated and forward looking

Unlike CRM, account planning tools which rely on the past and internal data, OrbitShift is all about keeping sales teams in sync with the changing realities of their customers to give them a valuable edge in sourcing and winning deals

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What to sell

Understand customer priorities aligned to your offerings/solutions

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    Understand customer priorities
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    Get the significant event triggers on real-time basis (e.g.,
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    M&A, new product launch, business emergency)
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    Generate RFP/RFI briefing instantly to understand customer requirements
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    Do account research

Who to sell

Get people recommendations for your offerings/solutions

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    Get people recommendations for a particular product/service
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    Know key executive transitions (unknowns as well as the ones with past/ongoing relationships) to have an opportunity to shape their agenda
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AccountOS

How to sell

Get tips/templates for action

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    Understand customer persona and suggestions to put the best food forward
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    Generate highly contextual email/message template based on customer context and your organization’s capabilities
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    Generate relevant content to prepare for customer conversations

Integrations

We offer out-of-the-box integrations with other enterprise systems for seamless experience

CRM
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Salesforce
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MS Dynamics
Marketing
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Sharepoint
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OneDrive
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Google Drive
Collaboration
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Teams
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Slack