01 · A practical approach
The Otematik approach
Check last contact and proposal stage, then create an appropriate follow-up reminder for the assigned salesperson.
02 · From input to review
The workflow
03 · OTEMATIK AI
What your team receives
Deliverable: Next-action list by opportunity. Success metric: Opportunities followed up on time.
Implementation scope and requirements
Authorization, approval steps and exception owners are agreed with your team during setup.
Product-wide scope and access conditions
Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.