OrbitShift for Sales Engineering

Answer any question instantly, Win every conversation

Let our AI Agent equip your sales and presales teams with the knowledge, data, and collaboration workflows they need to win every conversation, demo or deal, without digging and chasing people

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We help sales teams achieve

We help sales teams achieve

90%

reduced effort in handling customer queries
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80%

faster proposal response turnaround
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30%

increase in deal win rate
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On‑call answer engine, No more "Let  me  get  back  to  you"

Ask in plain English or paste a prospect’s question-knowledgeOS instantly surfaces the most relevant architecture diagrams, and features specs from presentations, FAQs, proposals, and white papers across multiple sources, then drafts a crisp reply. No tab‑switching, no delays.

Respond to RFPs, RFIs & security questionnaires in days - not weeks

Orbitshift cuts your 2 week Slogs to 2 hours. rfpOS pre‑fills every RFP, RFI, or vendor questionnaire using audited answers. Every generated answer shows clickable source links and a confidence score. So you tweak only what matters via prompts instead of rewriting it whole.

Build smart decks in 5 minutes

Drag‑and‑drop slides from existing decks, proposals, and case studies to assemble a fresh presentation in minutes. OrbitShift’s AI recommends the best slide order, exports a brand‑ready PPT, so sales teams can ship complex, custom decks easily.

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

AccountOS

RFP/RFI briefing and responses workspace

Generate, review, and collaborate on briefing and responses at one place

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    Audit every response with sources cited against each and edit wherever necessary based on confidence scores
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    Assign sections/questions with due date & instructions to team members
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    Search knowledgeOS on the fly and drop validated snippets mid‑draft
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    Fill gaps automatically with vetted web data when internal knowledge is missing

Respond in seconds

Instant Answers, Tailored Responses, Smarter Outreach

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    Get real-time answers to any question - whether you’re on a call or drafting an email
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    Customize answers with intuitive choices (e.g., provide guidance, regenerate answers with specific knowledge documents)
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    Draft email/messages to prospects based on customer context and your organization’s capabilities
AccountOS
AccountOS

Presentation builder

Build pitch-perfect decks in minutes. No blank slides, no rework

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    Make decks with your existing presentations - skip the scratch build
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    Search previous decks to surface the right slides and auto-arrange a fresh narrative
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    Download & Share the polished deck with a personalized message in one click

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
Knowledge repositories
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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

Why Sales Teams Choose OrbitShift

Pain PointOrbitShift FixProduct Module
Scattered technical collateral and SME details across drives and messaging appsCentralised & searchable knowledgeOS with version control and AI‑powered answer snippetsknowledgeOS
Custom decks for different requirements. Search through your existing decks and put together a new one with relevant information in 10 minutesknowledgeOS
RFP / RFI briefing and responses eat up nights & weekendsAuto‑draft responses from your best past answers; raise gaps to SMEs automatically.rfpOS + knowledgeOS

What Your Peers Say

Prior to Orbitshift we would spend 2 weeks to develop the first draft and two days to review. Now we do it all in 2 days.

 — VP of Sales, global SaaS vendor

Our frontline sales team have gone from fanatic searching and redirecting, to answering customer queries in seconds.The efficiency of my team has soared, now they focus more on creating rich content

— Head of Pre-Sales, BPO