OrbitShift for sales teams
Put your best foot forward on every step of your deal lifecycle
Let our AI agents do all the desk work and get you what you just need to win deals - leads, account research, contextualized email templates, content for conversations, RFP/RFI analysis
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We help sales teams achieve
2 to 3x
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1.5 to 2x
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20 to 30%
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60 to 70%
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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
What to sell
Understand customer priorities aligned to your offerings/solutions
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Understand customer priorities and your best offerings for the same- Get the significant event triggers on real-time basis (e.g.,M&A, new product launch, business emergency)
- Generate RFP/RFI briefing instantly to understand customer requirements
- Research accounts in depth - strategic agendas, competitive activity, potential spend areas, hiring trends, org chart, financials, and tech stack
Who to sell
Get people recommendations for your offerings/solutions
- Get people recommendations for a particular product/service
- Know key executive transitions (unknowns as well as the ones with past/ongoing relationships) to have an opportunity to shape their agenda
- View first team connections to any prospect for warm intros
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How to sell
Get tips/templates for action
- Understand customer persona and suggestions to put the best foot forward
- Generate highly contextual email/message template based on customer context and your organization’s capabilities
- Generate relevant content to prepare for customer conversations
- Create custom value propositions that align with each opportunity’s unique context
Integrations
We offer out-of-the-box integrations with other enterprise systems for seamless experience
Frequently asked questions
OrbitShift provides sales teams with real-time sales intelligence and AI-powered tools to simplify every stage of the deal lifecycle. Features include lead and account research, contextual email and message templates, RFP/RFI analysis, buyer persona generation, executive tracking, and external signals like intent, hiring, news, or financial changes. The goal: spend less time on admin work and more time winning deals.
Very little. OrbitShift is designed to be zero-friction for sales teams. There’s no heavy setup, long onboarding, or seat-limit constraints. Sales reps can begin using account plans, research, templates, and intelligence tools almost immediately.
OrbitShift reduces response time and effort for RFP/RFI by 50-70%. It automates briefings, pulls relevant content and context, and surfaces the signals and buyer information needed to craft more accurate, timely responses. This leads to faster turnaround, less back-and-forth, and higher win rates.
Users of OrbitShift see improvements such as:
- 2 to 3× increase in pipeline growth
- 1.5 to 2× better deal participation rate
- 20-30% higher win rate
- 60-70% improved internal activity efficiency (e.g. less time spent researching or doing repetitive tasks)