Case Study: MRI Software achieves faster collaboration and onboarding with Otter.ai

Otter.ai Revolutionizes Sales Procedures and Enablement

MRI Software, a leading real estate software provider with more than 4,000 employees and 45,000+ clients, faced a difficult information-sharing challenge across its long, complex 1-2 year sales cycles. Its sales engineering team needed a better way to capture details from demos, internal prep calls, and customer conversations so that knowledge could move smoothly across sales, engineering, professional services, and new hires.

To solve this, MRI Software adopted Otter.ai as a centralized knowledge hub for meeting transcripts, summaries, action items, and AI Chat-based search. With Otter.ai, the team improved cross-functional collaboration, sped up onboarding, and enabled faster coaching and deal handoffs; the pilot saw ROI in just 2.5 weeks, and the company reported about 20 minutes saved per meeting and $150,000 in annual savings for a 26-person team.

MRI Software

Dana Cutter

Solutions Architect