Enrich Sales Contacts based on Email Signatures

The Redwood Sales Add-in now lets sellers effortlessly keep their contact information up to date without manual updates. Generative AI detects updated job titles and phone numbers when sellers read new emails from sales contacts with email signatures and surfaces recommendations in the add-in offering to update the contacts. Sellers can simply accept the recommendation, making contact enrichment a breeze with just one click. 

AI-powered contacts enrichment keeps your CRM updated by automatically filling gaps and correcting outdated phone numbers or job titles, allowing sellers to focus on selling. With up-to-date contact details at their fingertips, sellers can reach the right stakeholders faster, improve connection rates and build more predictable pipelines.

Enrich Contacts based on Email Signatures

Enrich Contacts based on Email Signatures

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

  1. In a publishable sandbox, navigate to Application Composer > Productivity Application Setup > Oracle Sales for Outlook
  2. In the Application Features pane, click Share.
  3. In the Share Views section, select Email.
  4. In the Layouts section, select an existing custom layout where Enrich contacts feature is to be enabled. Else, clone the standard layout and enter a layout name.
  5. In the rightmost pane, expand the Generative AI section and turn on the Enable Enrich Contacts toggle.
  6. Click Save.

Tips And Considerations

  1. AI verification for updated contact information is only for triggered for new and unread emails received from existing Sales Contacts in last 72 hours which have text based email signatures.
  2. When AI identifies updated contact information, users see an Update Contact recommendation banner on the Add-in homepage, allowing them to make changes with one-click. If the email signature is incomplete (for example, missing a country code), a Review Contact banner appears instead, prompting users to verify the information before it's saved.
  3. Users can dismiss the recommendation by closing the recommendation banner.
  4. As with all Generative AI features, it's important that your users verify the generated content for correctness and accuracy.

Access Requirements

If you're using a custom role for the add-in users, you may need to grant ZCA_USE_GENAI_IN_SALES_PRIV privilege to the custom role to ensure the users have access to generative AI functions.