Case Study: Asset Panda boosts sales efficiency with Otter.ai

How Asset Panda Leveraged OtterPilot for Sales to Improve Sales Efficiency

Asset Panda, a SaaS company that helps organizations track and manage assets, was facing rapid sales growth with a sales cycle that ranged from same-day to 18 months. Sales reps were spending too much time documenting calls and leadership lacked clear visibility into the pipeline, so the company needed a more efficient way to support a high volume of opportunities. To address this, Asset Panda turned to Otter.ai and its OtterPilot for Sales solution.

With Otter.ai’s OtterPilot for Sales, Asset Panda automated note-taking, generated summaries and Sales Insights, and used Otter AI Chat to draft follow-up emails, proposals, and templated implementation notes. The result was immediate productivity gains, with reps saving time and closing deals faster; Justin Lackey said the team could handle “the work of one and a half people.” Asset Panda has also captured over 1,000 calls in Otter, giving the company an expanding knowledge base to support product decisions and cross-team collaboration.

Asset Panda

Justin Lackey

Chief Financial and Revenue Officer