What generative artificial intelligence (Gen AI) features are integrated with Sales?

Generative Artificial Intelligence (Gen AI) is the name given to a subset of artificial intelligence (AI) tools from Oracle that have developed the ability to rapidly create content in response to text prompts. Gen AI is a fully managed Oracle Cloud Infrastructure (OCI) service that provides a set of the latest large language models (LLMs) that cover a wide range of use cases for text generation and summarization.

Note: Gen AI for Sales features are currently controlled by promotion codes. To get a promotion code, go to the Sales forum on Oracle Customer Connect or raise a service request on My Oracle Support. Use the Opt In UI to enable these Gen AI for Sales features.

LMMs are machine learning models that can comprehend and generate human language text by analyzing massive data sets of language. Gen AI content can range from short and simple to very long and complex data that can help salespeople boost their productivity when collaborating with their customers and knowledge partners. However, LLM's have the propensity to conjure up text that isn't realistic and sometimes might provide misinformation. Mistakes happen when language models interpret inaccurate information so it's important that content generated by LLM is thoroughly reviewed before using it for customer communication or other activities.

Once your organization identifies the information to extract from documents, sales administrators can specify the prompt and format to automate the generation of content. The key to extract is in the prompt used.

Here's a list of the different Gen AI features available to configure using the administration UIs for Gen UI.

Generate Scripts for Won and Closed Opportunities

Feature	Use Gen AI to generate ...
Generate Customer Win Story when Opportunity is Won and Closed	Win stories from existing data about won and closed opportunities. Salespeople can easily share the AI generated win stories with the sales organization to help other sales team members learn from existing won opportunities. Win stories provide valuable insights into what works well in the process of wining and closing sales opportunities. These stories can be used to improve future sales and marketing strategies.

Feature

Use Gen AI to generate ...

Generate Customer Win Story when Opportunity is Won and Closed

Win stories from existing data about won and closed opportunities. Salespeople can easily share the AI generated win stories with the sales organization to help other sales team members learn from existing won opportunities.

Win stories provide valuable insights into what works well in the process of wining and closing sales opportunities. These stories can be used to improve future sales and marketing strategies.

Automate Key Account Descriptions

Feature	Use Gen AI to generate ...
Generate Account Description using LLMs Public Knowledge of Account	Account descriptions based on large language model's (LLM) public knowledge about an account. Gen AI helps automate the process of gathering, analyzing, and synthesizing key account information, resulting in correct and up-to-date information about your key accounts. You can change the prompt template to generate an account description that meets the requirements of your organization. Using valuable insights about your accounts, you can proactively adapt your account plans to stay ahead of the competition. This Gen AI feature helps improve efficiency and enhance your overall account management capabilities.

Feature

Use Gen AI to generate ...

Generate Account Description using LLMs Public Knowledge of Account

Account descriptions based on large language model's (LLM) public knowledge about an account. Gen AI helps automate the process of gathering, analyzing, and synthesizing key account information, resulting in correct and up-to-date information about your key accounts. You can change the prompt template to generate an account description that meets the requirements of your organization.

Using valuable insights about your accounts, you can proactively adapt your account plans to stay ahead of the competition. This Gen AI feature helps improve efficiency and enhance your overall account management capabilities.

Assists with Sales Collaboration Process

Feature	Use Gen AI to generate ...
Generate Initial Outreach Email	An initial outreach email, which is a tailored introduction to your services, and a prompt to discuss the potential of a partnership. The feature uses a prompt template that specifies the input parameters to include in your outreach message and the tone of how you want to deliver the message in the email. For example, if a customer is available for a discovery call, the Gen AI process can automatically generate email content using the context of the sales process step to send an email reply on your behalf. This feature saves time by assisting you with the follow-up process for collaborating with your prospects and customers based on a suitable email reply template.

Feature

Use Gen AI to generate ...

Generate Initial Outreach Email

An initial outreach email, which is a tailored introduction to your services, and a prompt to discuss the potential of a partnership. The feature uses a prompt template that specifies the input parameters to include in your outreach message and the tone of how you want to deliver the message in the email. For example, if a customer is available for a discovery call, the Gen AI process can automatically generate email content using the context of the sales process step to send an email reply on your behalf. This feature saves time by assisting you with the follow-up process for collaborating with your prospects and customers based on a suitable email reply template.