Oct 29, 2024
5
min Read

Distribute & Otter Integration: Faster Follow-Ups & Content

Andrew Mewborn
Oct 29, 2024

Let’s talk about how you can easily get more value from your sales meetings. With Distribute and Otter working together, you don’t need to worry about missing important details. Otter takes all the notes during the conversation and Distribute turns those notes into tasks or ready-to-use content.

Otter acts like your meeting assistant so you can focus on talking. After the meeting, Distribute helps you turn the notes into follow-ups or new content for your sales.

It saves time and keeps your sales process running smoothly. Your team can focus on closing deals instead of worrying about taking notes.

Want to see how this integration can make your sales process faster? Let’s jump in.

What is Distribute?

Distribute is a digital sales room brings your sales process into one place. It helps you manage all your sales tools, content, and conversations in one easy-to-use platform. It makes it faster and simpler to connect with leads and close deals.

Here’s how it helps:

  • Organized Sales Content: Keep all your sales decks, proposal templates, and other important materials in one spot so they’re easy to find and share.
  • Easy Team Collaboration: Work with your sales, marketing, and product teams in real time, all in one place.
  • Track Prospect Activity: See when prospects open your proposals and how long they spend reviewing them.
  • Smooth Communication: Distribute uses tools your team already uses, making it simple to keep conversations going with emails, videos, or chat.

Distribute doesn’t just help you manage sales—it enables you to work faster and smarter. Now, with Otter added, you can make your meetings even more productive.

What is Otter?

Otter is like having someone take perfect notes for you in every meeting. It’s an AI tool that listens to conversations and writes everything down in real time. No more trying to take notes and missing important details.

Here’s how it helps:

  • Live Meeting Notes: While you talk, Otter writes it all down. You can even see the notes during the meeting.
  • Easy to Share: You can quickly share the meeting notes with your team or clients so everyone is on the same page.
  • Mark Important Parts: You can highlight important points, add comments, or create follow-up tasks in the notes.
  • Searchable Meetings: If you need to find something from a past meeting, just type a keyword, and Otter will find it.
  • Works with Your Tools: Otter works with Zoom, Microsoft Teams, Google Meet, and other platforms you already use.

With Otter, you can focus on talking while it captures and organizes everything. It's a big time-saver and makes sure nothing important is missed. And when you combine Otter with Distribute, you can turn those notes into actions, content, and more.

About the integration

Integrating Distribute and Otter makes your sales process easier and faster. Now, your digital sales room doesn’t just hold your sales content. It also turns your meeting notes into tasks, follow-ups, and new content ideas.

Here’s how it works:

Otter transcribes your meetings, whether with clients, prospects, or your team. Then, you can import those notes or meeting summaries straight into Distribute.

From there, you can quickly turn the notes into a follow-up checklist, emails, or content to share with leads. You’re not just gathering information and using it to push your sales forward.

For example, after a client meeting, Otter creates a transcript. With just a few clicks in Distribute, you can:

  • Write follow-up emails based on what was discussed.
  • Create content for your next sales pitch from the meeting takeaways.
  • Set up tasks or reminders for your sales team based on the next steps.

This integration makes sure you don’t waste any part of your meeting. It captures conversations and helps turn them into results. And with everything stored in Distribute, your team can easily keep track of details and stay organized.

What are the Benefits of this Integration?

The integration between Distribute and Otter takes the hard parts of your sales process—like note-taking, follow-ups, and content creation—and automates them. This lets you focus on selling.

Here’s a quick look at the key benefits:

Faster Follow-Ups

With Otter taking notes and Distribute organizing them, you can quickly send follow-up emails or tasks. You don’t have to wait days to follow up. This keeps the conversation going and keeps prospects interested.

Better Accuracy

Taking notes by hand can be tricky, and you might miss important details. Otter captures everything, so you can create follow-ups or content without worrying about leaving anything out.

Easy Team Collaboration

Otter’s notes are simple to share with your team. Once inside Distribute, everyone can work together to plan the next steps or create content. Everyone has the same information, making teamwork smoother.

Simple Content Creation

You don’t always have to start from scratch when making sales content. Otter’s notes can help you pull out key points from meetings, brainstorms, or strategy talks. You can use these to create blogs, case studies, or proposals in Distribute.

Increased Productivity

By automating note-taking and follow-ups, your sales team has more time for important tasks, like finding new clients and closing deals. This speeds up the sales process and boosts overall productivity.

Better Client Engagement

Quick and relevant follow-ups keep prospects engaged. When you can turn meeting notes into personalized content or tasks quickly, it shows clients that you’re paying attention and keeping up with their needs.

How to Use the New Features?

Using the new features from the Distribute and Otter integration is easy. With these two tools, your sales team can quickly turn meeting notes into tasks. Here’s how to start speeding up your sales process.

Getting Started

First, make sure you have accounts on both Otter and Distribute. You’ll need access to Distribute to connect the two.

Generate a page

Next, create a new page using AI. During the setup, upload your Otter transcripts to your digital sales room.

You can also adjust templates for different tasks, like follow-up calls, deal rooms, or onboarding guides. This step helps you use the integration for your specific needs.

Upload the call transcripts you want to use

Integrate call transcripts

Upload the conversations and context for a personalized instant digital sales room

Put It to Work

These transcripts are ready to be turned into custom sales materials right away. In just a few clicks, you can make the most of your meetings.

Generate digital sales rooms with AI

Conclusion

Integrating Distribute and Otter is more than just a useful feature. It's a way for sales reps to stand out in their buyer's evaluation and win the deal

With Otter transcribing your meetings and Distribute organizing everything, you can easily turn conversations into follow-ups, content, and next steps.

If you want to speed up your sales and stay on top of every detail, this integration is perfect. Whether it’s following up with leads, creating custom content, or managing tasks, Distribute and Otter keep you ahead of the game.

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