Otto®—Smarter, Simpler Bulk-CRM

Up-sell or new clients? Otto help you do both:

Discover the webbased, Swedish CRM-system Otto®. It's not only smarter by not just being a CRM, but even a Bulk-CRM with autopilot for your Inbound and Outbound Marketing when you don't find or can't afford as many sales representatives as you'd like and you're left with 100s, 1 000s or 10 000s contacts per sales guy rather than the 20-50 contacts per Account manager that most other CRM-system without Bulk-handling functionality or autopilot are made for. Is it more important for you to up-sell to existing clients, or to attract new leads? It makes it useful both when you have many enterprise or consumers (B2B and B2C). It's even simpler to use, and you'll get started in just 2 x 45 min.



CRM functionality

CRM-systems are good to structure one-by-one contacts and allow managers to track sales forecasts. Not all are embraced as much by the sales representatives and very few can be used for bulk-handling of contacts at all, i.e. allow one sales representative to not only handle 20-50 accounts, but hundreds or thousands. Since Otto will allow you to do both the bulk-handling and the one-by-one handling in a very fast, efficient and rewarding way to both sales manager and sales representative, we suggest you try it out as a simple CRM-system as well, unless you already have one of course. In that case it's easy to integrate with the one you have so your sales representatives doesn't need to change behavior, and you'll still get the effect of Otto's Bulk-CRM and Autopilot possibilities.


Bulk CRM and Lead & Contact Management

Otto® is built to allow you to handle unlimited number of contacts as easily as you handle one. Naturally, this is good if you don't have any sales representatives, or too few, but you will still have a simple overview of where your contacts are in their own buying-process, and you can initiate new communication with very many at a time as it's easy to segment out new lists depending on the information you already have, or why not ask your contacts to segment themselves and initiate new trigger actions?


Autopilot through Marketing Automation:

When you don't have as many sales representatives as you'd like, then you need a CRM-system that doesn't only help you structure manual sales, but it will need to perform much of the actual sales as well. Otto performs all such advanced Lead Management features in a simple way. It includes Lead Capturing or Lead Generation via web-forms and trigger-actions, Lead Nurturing (aka drip marketing) and Lead Scoring.


Buying process mapping

You have heard terms like "suspect", "sales prospect", "market qualified lead" and "sales qualified lead" when people have described their sales processes. If you would be buying, would you like to be categorized in such ways?

Clients won't buy your sales process. They buy according to their own buying process. It can be seen as a small difference in semantics to use wording that both the seller and the buyer can relate to, but the subtle difference is pointing to the important philosophy behind Otto®: You shouldn't really sell, but make your client buy instead.


Newsletters or Personalized email?

From Otto® you could send Newsletters, but perhaps more importantly as personalized emails as well. A number of clients have tried it against Mailchimp, Apsis and other typical Newsletter Web-services and have found 3-5 times better action due to each mail being built and sent one-by-one from Otto with the real e-mail of one (or many) senders to the contacts of each as if it was sent directly from Outlook. Even the links are more inviting to click, since they'll go directly to your site (but will still be trackable with the Otto tracking script).


Simple Survey

Create as many surveys as you'd like and have the user responses be written directly into the client information you have, and automatically trigger actions based on answers.


Trigger Page Actions

Create as many triggers you want. They do things like

  • increase or decrease Lead Score depending on which pages someone visits.
  • increase status from "Aware" to "Interested" when they've looked at your pricing page.
  • add monetary value to track a "sort of RoI of a campaign" even before a purchase has been made.
  • add them to or take them away from a calling list, or to a new sequence of information flow, or remove them from such if they e.g. have purchased and you want to move them to your post-sales follow-up sequence for information or for up- or cross-selling.


Seminar, webinar & other event-bookings and registrations

Create the full sequence of invitations, booking-forms, and reminders in a way that will show the highest professionalism and the highest turn-out for you with the most minimal effort.


Meeting Booking system

Support for quickly dialing through your lists using Click to Dial, and the ability to not only set up meetings for yourself, but also for one or multiple third parties and using one or multiple web-domains making it the perfect system for Meeting Bookers. It supports not only Outlook, but also native Google and iPhone calendars avoiding the mess when booking from Outlook and your clients see the event on other devices.


Trackable Quote- and Doc-maker

Create PDF or HTML Quotes with links to which you can track whether your prospective client is really interested or not, and whether she shares the information you send with multiple parties in her organisation (or outside of it).


Marketing and Deals Pipeline RoI-tracker

Marketing and Deals Pipeline RoI-tracker: Track whether a campaign is really giving the effect that you expect at the money spent, and track where are your current deals in the process with a client.


Marketing Campaign builder

A sales process should be easy, but sometimes, options are so many, it's important to both have all details and be able to see an overview. In comes Otto®'s built-in Campaign Planner in which you more easily can structure also more advanced campaigns with unlimited steps across all types of marketing & sales.


Cross-Media Multi-Channel Marketing

Otto® does not only support e-mails as do all Marketing Automation systems, but it supports full cross-media direct marketing for creating trackable Personal short URLs (PURLs, on the form be2.co/abc123) and trackable QR-codes for print, it supports sales calls by phone, meeting-booking with calendar insertion, trade show follow-up and sms.


Volley Marketing and IP-tracking

With Otto you can have web-site visitors from business organizations written directly into Otto as your "Radar Blips", and you have three choices to start to communicate with the individuals behind your web-visits:
i) Call and find out yourself,
ii) Let Softtalk call and find out who to talk to. (Extra option), or
iii) Automatically read contact details with e-mail addresses to leading company officials from Bisnode so you can automatically start communicating with them. (Extra option).


Social Media Integration

With powerful Hootsuite-, Wordpress- and Buffer-integration, suddenly it will become easier to reach out with what you have to say across all media. (Extra option)


Personalized Digital Print

With the PURL and QR-code creator, you will be able to also track action from physical send-outs.


SMS sendouts

With the added SMS-integration, you would be able to add SMS to your notifications and nurturing. (Extra option)


Research shows results that are almost hard to believe:

According to Forrester Research your customer acquisition cost would be reduced by 33%.
Gartner Group and CSO Insights say that it is possible to save the implementation cost within the first 6-9 months and we often see it faster. It would also lead to a generally 47% higher order value. If the most important way to reach new customers is through booking meetings and/or through cold calls, then the results are that you're reaching around 40-60% more.


Get started risk-free now with our Double Guarantee

We always want to deliver the best and to the best value and we want you completely satisfied. Therefore, we offer our Double Guarantee with the best value and absolute satisfaction: If you find another product with as much or more functionality at a lower price, we'll do our best to get you the same benefits and will beat the price for all future, and if we can't, or if you're not completely satisfied, you can always leave and and will be refunded any payment for a time more than 30 days out.

There are a couple of different sizes of Otto, from the lone entrepreneur to larger companies. You can easily start with the lowest model and then add users after a while. See Otto's larger packages here.

We suggest you start with Otto® Light that includes much or perhaps all of what you need already:

...or Call +44 20 33 18 62 90 or E-mail us!