Case Study: Otter POS doubles its field team without losing visibility with Leadbeam

Otter POS doubles field headcount in 6 months with Leadbeam

Otter POS, a company providing restaurant POS and in-store payment systems, faced significant challenges in scaling its field sales team. Their existing process relied on manual spreadsheets for routing and the standard Salesforce mobile app was too cumbersome for reps to use effectively in the field. This resulted in poor CRM hygiene, with an estimated 50% of drop-in visits never being logged, leaving leadership with no real-time visibility into pipeline or field activity.

Leadbeam provided a mobile application built specifically for field sales reps. The solution enabled reps to log visits instantly with voice notes, optimized daily routes to save planning time, and enriched nearby leads on the spot. By implementing Leadbeam, Otter POS doubled its field team from 12 to 24 reps in six months without losing visibility. The results included over 7,000 real-time CRM updates, 3,500 logged drop-ins, and 2,500 new enriched leads created directly from the field.

Otter POS