Sales ops · Production

Asset Panda automates sales call documentation and gains pipeline visibility with OtterPilot for Sales

The problem

Asset Panda's sales reps were spending excessive time after each demo manually capturing action items, key takeaways, and client follow-ups, while sales leadership lacked transparency into the pipeline despite a high volume of opportunities.

Workflow diagram · grounded in source
1
Sales demo or call occurs
trigger
“if I'm a salesperson, and I have 10 demos today, I'm having to spend too much time at the end of the day, trying to put together everything from an action item standpoint, from a key takeaway standpoint, follow ups to client standpoint”
2
AI note-taking and call summarization
ai_action
“it could automatically write notes, summarize sales calls”
3
Sales Insights generated for leadership
ai_action
“generate customizable Sales Insights, provide leaders visibility into the sales pipeline”
4
AI drafts follow-up emails and proposals
ai_action
“leveraging Otter AI Chat to draft emails and proposals”
5
Templated prompts for use-case notes
ai_action
“they developed a template for generating implementation notes summaries that the onboarding team could use. By copying and pasting this template, Otter AI Chat would automatically populate the notes based on information in the call trans…”
6
Customer journey database shared with onboarding
integration
“creating a database of the customer journey for sales to share with customer onboarding”
7
Knowledge graph queried for decisions
ai_action
“Justin and his team can ask Otter AI Chat questions, generate content, and instantly inform product development and other business decisions based on their sales call knowledge graph”
Reported outcome

After implementing OtterPilot for Sales, reps gained time back by automating note-taking and started closing more deals faster.
The team captured over 1,000 calls, enabling cross-team knowledge sharing and instant querying of the sales call knowledge base to inform business decisions.

Reported metrics
Rep time savingsgained time back in their day
Deal velocityclosing more deals faster
Rep productivityhandle maybe the work of one and a half people
Calls capturedover 1,000
Show all 5 reported metrics
rep time savingsgained time back in their day
deal velocityclosing more deals faster
rep productivityhandle maybe the work of one and a half people
calls capturedover 1,000
manual note compilation timesaving time versus manually compiling notes
Reported stack
OtterPilot for SalesOtter AI ChatSalesforceHubspot
Source
https://otter.ai/case-study/asset-panda
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

After implementing OtterPilot for Sales, reps gained time back by automating note-taking and started closing more deals faster.

What tools did this team use?

OtterPilot for Sales, Otter AI Chat, Salesforce, Hubspot.

What results were reported?

Rep time savings: gained time back in their day; Deal velocity: closing more deals faster; Rep productivity: handle maybe the work of one and a half people; Calls captured: over 1,000 (source-reported, not independently verified).

How is this sales ops AI workflow structured?

Sales demo or call occurs → AI note-taking and call summarization → Sales Insights generated for leadership → AI drafts follow-up emails and proposals → Templated prompts for use-case notes → Customer journey database shared with onboarding → Knowledge graph queried for decisions.

Related sales ops cases