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otopack
Salesforce

Sales and ordering

Otopack works with your Salesforce.

Otopack keeps Salesforce in step with packaging work: new RFQs create opportunities, quotes update them, and won brands move straight into setup.

Sales and ordering

Salesforce

Customer relationship platform for sales and customer service.

Otopack reads

  • Accounts and contacts
  • Opportunity stages and owners

Otopack writes back

  • Opportunities from new RFQs
  • Quote values and status on each opportunity

Your team stops

  • Updating opportunities by hand after every quote
  • Keying won brands into the ERP

How we connect

Connected for your account, not off the shelf.

Otopack connects through Salesforce’s API (Salesforce developer documentation). We set up and look after the connection for your account as part of go-live.

Questions

What packaging teams ask us.

Does our sales team keep working in Salesforce?

Yes. Salesforce stays where your sales team works. Otopack keeps it up to date.

Can a won opportunity start brand setup?

Yes. When an opportunity is won, Otopack sends the brand the setup link.

Does it work the same way for every business?

No. We set it up around your process, your systems and your approval rules. What you see here is a typical setup.

Bring one real order. Watch it run.

Pick a quote, a proof round or a call-off from this week. We will walk it through Otopack on top of your own systems, so you see exactly where the hours go.

Salesforce and its logo are trademarks of Salesforce, Inc.. Otopack is not affiliated with or endorsed by Salesforce, Inc..