Overview of Oracle Sales in the Redwood User Experience

Sales in the Redwood UX Key Capabilities

Find out more about Sales in the Redwood UX:

Connects sellers and buyers strategically across the entire purchasing and renewal lifecycle.
Provides a holistic view of the B2B buyer relationship to ensure seller success.
Improves sales execution with connected sales and purchasing data and flows.
Accelerates user adoption and CRM impact with full relationship and enterprise context in one place.
Improves the impact and usefulness of CRM by providing the complete buying journey context in a single view.
Interacts with users in a conversational way on their choice of user interfaces (mobile, desktop, collaboration).
Automates tedious CRM management tasks.
The transformational UX helps salespeople and managers sell better through a combination of context relevance, intelligence, and automation.
Operates the business at speed and scale with a common platform and infrastructure and continuously delivered upgrades and innovations.
Orchestrates clear, connected paths to success for sellers and their managers.
Orchestrations guide salespeople through best sales practices for different sales situations to keep their deals moving ahead.
Minimizes the risk of failure with complete embedded sales intelligence in every sales experience.
Native AI-derived insights give prescriptive guidance that combines data excellence with machine learning to further enhance the sales experience.
Always contextual: Important customer history combined with real-time details are front and center so sellers can always act quickly and confidently.
Always actionable: Not only can sellers access all the key information they need to act, they can take those actions in context without leaving their current view in the application -- whether that's sending an email, updating a quote, or monitoring a service request.
Prescriptive and proactive: AI and machine learning derived insights help sellers prioritize and focus on the right actions at the right time in order to optimize results.
Automated and time-saving: The system is designed to remove the burden of data entry and record keeping while automating key tasks and followups to keep sellers on track.

Sales Dashboard

The Sales Dashboard lets you see key sales performance metrics and key performance indicators (KPIs) that provide quick and easy-to-understand overviews of a sales team's to-do list and pipeline. Sales team members and managers can review items that need immediate attention, such as upcoming appointments and overdue tasks.

For more information, see the playbook, How do I configure the Oracle Sales Dashboard in the Redwood User Experience?

Fold-Out Panel

The fold-out panel that displays for all top-level business objects provides a dynamic UI. Objects like Accounts, Contacts, Activities, and Opportunities are available with just a click.

Action Bar

If users have a question, need to get a task done, or need to navigate somewhere in the app, they just ask the action bar.

Activity Stream

The news-feed style activity stream tracks sellers' communications, tasks, and updates for a record.

Personalization

Easily personalize the apps with user-friendly saved searches and options for managing data.

Orchestration

Orchestrations guide salespeople through best sales practices for different sales situations to keep their deals moving ahead. See the playbook, How do I get started with Orchestration?, for more information.

Sales Forecasting

Sales Forecasting for Redwood UX allows for real-time visibility into forecasts and the ability to make summary and line-item adjustments, fostering effective collaboration and communication within sales teams. A key feature is the highly interactive drag-and-drop functionality, which allows managers to swiftly apply executive judgment and improve forecast accuracy.

For information about how to implement Sales Forecasting in the Redwood UX, see the How do I enable Sales Forecasting for Redwood UX? topic on the Oracle Help Center Sales Playbooks page.

Additional Documentation and Training for Sales in the Redwood UX

Here are some more places where you can find documentation and training specifically geared toward Sales in the Redwood UX:

Sales Solution Playbooks: Visit the Oracle Sales Playbooks page on Oracle Help Center. Browse the offerings available for Sales in the Redwood UX, including:
- Setting up users and security
- Configuring multiple business units
- Extending the application using Oracle Visual Builder Studio
- Integrating Sales with Oracle CPQ for a complete revenue transformation solution
- Adding the Microsoft Outlook add-in and the Mobile app to your Sales tools
- Setting up and using Sales Forecasting in the Redwood UX
- Configuring the Sales dashboard
- Integrating with Microsoft Teams for collaboration abilities
Sales Training Videos: Sign in to Oracle Customer Connect to access a multitude of the latest informational and training videos about Sales in the Redwood UX, including:
- Overviews of Sales in the Redwood UX
- Extending the application using Oracle Visual Builder Studio
- Integrating with the latest Oracle Forecasting offering
- Adding the Microsoft Outlook add-in and the Mobile app to your Sales in the Redwood UX solution