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What is OrbitShift?

Our innovative Agentic AI Sales Operating System is crafted specifically for enterprises involved in consultative sales, with the aim of refining their sales workflows and accelerating their results. Comprising three powerful and well-integrated modules—accountOS, knowledgeOS, and rfpOS—OrbitShift effectively manages the entire deal cycle. This platform empowers sales and pre-sales teams to identify high-value accounts, gather critical information about accounts and contacts, compose tailored messages and emails, produce relevant content for discussions and presentations, and automate responses to RFPs and RFIs with ease. In essence, OrbitShift transforms the way sales teams build their pipelines, cultivate leads and deals, and close sales successfully. Moreover, our platform delivers outstanding outcomes, achieving 2-3 times pipeline growth, a 1.5-2 times boost in deal participation rates, and a 20-30% improvement in win rates, all while significantly enhancing efficiency by 60-70% in areas like account and people research and RFP response generation through its agentic workflow. Additionally, the extensive functionality of OrbitShift guarantees that sales processes are not just efficient but also scalable, enabling teams to adapt to and excel in a competitive landscape. As businesses continue to evolve, OrbitShift stands ready to empower sales teams with the tools they need to succeed.

What is Orbit?

Orbit is an advanced financial intelligence platform powered by artificial intelligence, specifically engineered to transform both unstructured and structured financial information into accurate, clear, and scalable insights. It integrates a cutting-edge AI Studio with a vast collection of millions of documents pertaining to thousands of companies worldwide, streamlining workflow automation and simplifying complex research tasks. By utilizing sophisticated AI models in conjunction with pre-built analytical tools, Orbit bolsters functions such as competitor intelligence, due diligence, risk management, earnings assessment, investment analysis, and ESG reviews, enabling extensive and detailed analysis. The platform's adaptable architecture includes various elements, such as Orbit Insight to support informed decision-making, AI-enhanced knowledge repositories for vast financial information, and tools designed to effectively standardize and manage a wide range of data sources. Users enjoy features like semantic search capabilities, automated data extraction, the development of customized knowledge bases, and the launch of analytical agents, which provide a holistic approach to financial examination. Furthermore, Orbit is designed with user experience in mind, ensuring accessibility for professionals across all expertise levels, from novices to seasoned experts, making it a valuable asset in the financial landscape.

Media

No images available

Media

Integrations Supported

Integrations Supported

Adobe Acrobat Reader
Claude
Claude Duet
Claude for Legal
FactSet

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$101.38 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

OrbitShift

Date Founded

2023

Company Location

United States

Company Website

www.orbitshift.ai/

Company Facts

Organization Name

Orbit

Date Founded

2015

Company Location

United Kingdom

Company Website

www.orbitfin.ai/

Categories and Features

AI RFP

Not specified

AI Sales Tools

Not specified

RFI

Not specified

RFP

Not specified

Categories and Features

Financial Services

Not specified

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