What structured sales process can I use for Oracle Sales in the Redwood User Experience?

You can use Orchestrations to guide salespeople through a structured sales process as they pursue an opportunity from the initial qualifying stage to closing the deal. At each sales stage, you specify what information the salesperson needs to provide and what actions they need to take to move the opportunity to the next sales stage. You can also provide automated steps that take actions behind the scenes to follow up when things don't go as planned.

For example, you can automatically send a follow-up email if a customer doesn't respond when a salesperson contacts them. See the topic Guide Salespeople Through Best Practices Using Orchestration for more information.

For more information about how you can set up and use Orchestrations, see the How do I get started with Orchestration? solution playbook on Oracle Help Center.