How to Use This Playbook

Use this playbook to learn how to get started with the agentic Sales Orchestration feature and how agents can help close deals with opportunities by using sales motions and sales plays.

A sales motions defines a sales strategy for a particular customer segment, product set, or selling scenario. It provides a workflow for your sales organization to follow and the steps required to achieve a specific sales objective.

Sales plays are mostly tied to a marketing strategy and provide sales and marketing collateral through content bundles. Content bundles operate at a higher level than sales plays and contain content about products or industries that exist regardless of go-to-market (GTM) strategy. Sales plays are very specific go-to-market strategies for a selling scenario and help salespeople quickly find relevant collateral to ensure consistent messaging and package content for specific selling situations. For example, you can use the collateral in presentations and communications with customers. The agent uses this collateral to generate talking points, draft emails, and recommendations during the sales cycle.

Prerequisite Setup for Sales Orchestration

This playbook assumes that you've set up the main features of Oracle Sales for Redwood.

How the Sales Orchestration Playbook Is Organized

The playbook contains the following sections:

• About Sales Orchestration:

  This section gives you an overview of Sales Orchestration key concepts.

• Setup Sales Orchestration:
  This section explains how to:

  • Define your sales strategy by creating sales motions.
  • Provide the sales collateral required to sell products to different markets by creating sales plays aligned to your sales strategy.
• Use Sales Orchestration:

  This section details how to access Sales Orchestration to engage with the customer and close the deal. It outlines how to use the recommendations to complete the appropriate actions with the help of AI agents and provides some answers to frequently asked questions.