Create a Sales Motion

Create a sales motion to define a sales strategy for a particular customer segment, product set, or selling scenario.

To create a sales motion:

1. Go to Navigator > Configuration > Sales Administration and select the Sales Motions tile.
2. From the Sales Motions, select Create to display the following Create Sales Motion screen:

   

3. Select one of the predefined prompts or enter your own. For example, provide context such as how to go to market or target your customers using your sales best practice.

4. Optionally, upload sales documents the AI agent can use as background to tailor the sales motion and related sales plays to your business.

5. Enter a short description of what you’re creating the sales motion for.

   If you include a product category in the prompt, the agent can suggest objectives and activities relevant to that category. For example, if you’re selling medical machinery that requires regulatory approval, the agent might suggest obtaining that approval as an objective.

6. If key information is missing, the agent asks follow-up questions.

   For example, if your organization uses different sales processes by region or market, the agent asks you to specify the region or market if it isn’t included in your prompt.

7. The agent generates an initial draft using the documents you provided, information available in your Oracle Sales application, and general web-based knowledge.

8. The agent generates objectives and the high-level activities needed to meet them. It also generates the criteria it will use to assess completion for each objective as salespeople work the opportunity.

9. Review the draft. If you aren’t satisfied, you can upload more documents, suggest additional high-value activities, or edit manually. Creating the sales motion is iterative.

10. The sales motion is regenerated each time you add documents, modify the prompt, or suggest changes. Previous drafts remain available during your session.

11. If you manually edit an objective and want to preserve it, lock it to prevent regeneration. Or, you can also ground the agent to change only the selected objective.

12. When you’re satisfied, save the motion and activate it.